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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #13,569 out of 788,370 TipRanks' Investors
Success Rate
79%
52 out of 66
profitable transactions
Average Return
73.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.08%
6-Month Return▲ 22.34%
12-Month Return▲ 39.26%
YTD Return▲ 6.34%
Total Return▲ 157.86%

Best Trade

Opened at
Closed at-
Gain▲ 473.65%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.75%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.42%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.52%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.95%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.73%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.32%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.97%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.75%
▼ 13.14%▲ 2.34%▲ 3.12%
▲ 2.93%▲ 2.10%▲ 5.42%
▲ 9.99%▼ 0.89%▲ 2.52%
▲ 26.03%▲ 5.96%▲ 9.95%
▲ 5.97%▼ 2.41%▼ 4.73%
▲ 5.25%▲ 2.69%▲ 5.32%
▼ 9.08%▲ 1.42%▲ 0.97%

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
0.3%
▼ 5.34%
1
Open
Sep 09, 2024
iShares Core S&P 500 ETF
0%
▲ 20.20%
1
Open
Feb 25, 2024
Vanguard S&P 500 ETF
0%
▲ 20.20%
1
Open
Feb 25, 2024
First Republic Bank
0%
▼ 99.93%
1
Open
Apr 24, 2023
Johnson & Johnson
2.37%
▲ 12.89%
3
Sell
Dec 12, 2022
JPMorgan Chase & Co.
3.86%
▲ 139.54%
3
Sell
Dec 12, 2022
Citigroup
1.16%
▲ 69.76%
3
Sell
Dec 12, 2022
Delta Air Lines
0.88%
▲ 68.62%
3
Sell
Dec 12, 2022
Bank of America
1.31%
▲ 76.99%
5
Sell
Dec 12, 2022
Wells Fargo
1.13%
▲ 143.18%
3
Sell
Dec 12, 2022
Goldman Sachs Group
9.15%
▲ 155.29%
3
Sell
Dec 12, 2022
United Airlines Holdings
2.8%
▲ 150.81%
4
Sell
Dec 12, 2022
Alcoa
0.5%
▲ 108.33%
4
Sell
Dec 12, 2022
Morgan Stanley
1.93%
▲ 120.74%
3
Sell
Dec 12, 2022
PayPal Holdings
1.1%
▼ 60.09%
3
Sell
Dec 12, 2022
Rio Tinto
0.93%
▲ 27.27%
3
Sell
Dec 12, 2022
International Business Machines
3.82%
▲ 144.38%
3
Sell
Dec 12, 2022
Halliburton
0.38%
▲ 58.23%
3
Sell
Dec 12, 2022
Procter & Gamble
2.49%
▲ 24.42%
3
Sell
Dec 12, 2022