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New Portfolio - New Portfolio

PerformancePortfolio Details

Chris k

New Portfolio
Individual Investor
Ranked #30,628 out of 788,370 TipRanks' Investors
Success Rate
66%
439 out of 670
profitable transactions
Average Return
48.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.84%
6-Month Return▲ 11.27%
12-Month Return▲ 18.69%
YTD Return▼ 3.77%
Total Return▲ 184.18%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 3759.60%

Bio

Apple nivida Microsoft google Amazon dvy vanguard growth real estate reits

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.20%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 6.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.16%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 5.14%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.46%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.36%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.75%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 10.69%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.20%
▼ 13.14%▲ 2.34%▼ 6.61%
▲ 2.93%▲ 2.10%▲ 2.16%
▲ 9.99%▼ 0.89%▲ 5.14%
▲ 26.03%▲ 5.96%▲ 8.46%
▲ 5.97%▼ 2.41%▼ 2.36%
▲ 5.25%▲ 2.69%▲ 7.75%
▼ 9.08%▲ 1.42%▼ 10.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
35.34%
▲ 175.81%
20
Sell
Feb 21, 2025
CRWD
CrowdStrike Holdings
0.68%
▲ 61.05%
10
Sell
Feb 21, 2025
VYM
Vanguard High Dividend Yield Index ETF
―
▲ 30.91%
2
Close
Feb 20, 2025
TSM
TSMC
0.8%
▲ 59.87%
6
Buy
Feb 20, 2025
PLTR
Palantir Technologies
0.34%
▲ 68.86%
5
Buy
Feb 20, 2025
VB
Vanguard Small-Cap ETF
―
▲ 9.90%
2
Close
Feb 20, 2025
VBK
Vanguard Small-Cap Growth ETF
―
▲ 12.56%
2
Close
Feb 20, 2025
VTSMX
Vanguard Index Trust Total Stock Market Index Fund
―
▲ 15.48%
2
Close
Feb 20, 2025
TEM
Tempus AI, Inc. Class A
―
▲ 7.82%
3
Close
Feb 20, 2025
BXMT
Blackstone Mortgage
0.01%
▲ 15.52%
11
Sell
Feb 13, 2025
SFTBY
Softbank
―
▲ 0.64%
2
Close
Feb 11, 2025
PSX
Phillips 66
―
▲ 22.77%
2
Close
Feb 10, 2025
NDAQ
Nasdaq
―
▲ 60.75%
2
Close
Feb 10, 2025
MAGS
Roundhill Magnificent Seven ETF
―
▲ 44.86%
2
Close
Feb 10, 2025
TOST
Toast Inc
―
▲ 88.01%
2
Close
Feb 10, 2025
BUG
Global X Cybersecurity ETF
―
▲ 3.87%
2
Close
Feb 10, 2025
SLDB
Solid Biosciences
0%
▲ 68.02%
1
Open
Feb 09, 2025
FHTX
Foghorn Therapeutics
0%
▼ 1.13%
1
Open
Feb 09, 2025
BLK
BlackRock
0.16%
▲ 6.48%
4
Buy
Feb 07, 2025
CSCO
Cisco Systems
―
▲ 47.73%
21
Close
Feb 05, 2025