New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #17,799 out of 766,394 TipRanks' Investors
Success Rate
77%
51 out of 66
profitable transactions
Average Return
67.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.76%
6-Month Return▲ 23.37%
12-Month Return▲ 63.49%
YTD Return▲ 39.01%
Total Return▲ 148.85%

Best Trade

Opened at
Closed at-
Gain▲ 360.59%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.91%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.29%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 3.20%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 6.30%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.78%
▲ 11.46%▲ 5.06%▲ 6.13%
▼ 2.25%▲ 3.53%▼ 0.64%
▲ 25.72%▲ 1.21%▲ 2.91%
▼ 4.22%▲ 2.34%▲ 3.19%
▲ 7.82%▲ 2.10%▲ 5.29%
▲ 6.02%▼ 0.89%▲ 3.20%
▲ 22.71%▲ 5.30%▲ 6.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Liberty Media Liberty SiriusXM
▼ 36.86%
4
Close
Sep 09, 2024
Sirius XM Holdings
0.36%
▲ 3.86%
1
Open
Sep 09, 2024
iShares Core S&P 500 ETF
0%
▲ 19.52%
1
Open
Feb 25, 2024
Vanguard S&P 500 ETF
0%
▲ 19.52%
1
Open
Feb 25, 2024
First Republic Bank
0%
▼ 99.94%
1
Open
Apr 24, 2023
Johnson & Johnson
2.44%
▲ 6.13%
3
Sell
Dec 12, 2022
JPMorgan Chase & Co.
3.83%
▲ 115.81%
3
Sell
Dec 12, 2022
Citigroup
1.1%
▲ 48.77%
3
Sell
Dec 12, 2022
Delta Air Lines
1.02%
▲ 78.62%
3
Sell
Dec 12, 2022
Bank of America
1.47%
▲ 81.00%
5
Sell
Dec 12, 2022
Wells Fargo
1.16%
▲ 126.56%
3
Sell
Dec 12, 2022
Goldman Sachs Group
9.47%
▲ 144.58%
3
Sell
Dec 12, 2022
United Airlines Holdings
2.85%
▲ 133.91%
4
Sell
Dec 12, 2022
Alcoa
0.65%
▲ 163.51%
4
Sell
Dec 12, 2022
Morgan Stanley
2.11%
▲ 122.33%
3
Sell
Dec 12, 2022
PayPal Holdings
1.38%
▼ 53.70%
3
Sell
Dec 12, 2022
Rio Tinto
0.98%
▲ 25.41%
3
Sell
Dec 12, 2022
International Business Machines
3.37%
▲ 95.03%
3
Sell
Dec 12, 2022
Halliburton
0.48%
▲ 81.54%
3
Sell
Dec 12, 2022
Procter & Gamble
2.65%
▲ 20.61%
3
Sell
Dec 12, 2022