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New Portfolio - New Portfolio

scott

New Portfolio
Individual Investor
Ranked #62,373 out of 794,749 TipRanks' Investors
Success Rate
60%
25 out of 42
profitable transactions
Average Return
38.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.81%
6-Month Return▲ 5.18%
12-Month Return▲ 15.01%
YTD Return▼ 0.32%
Total Return▲ 54.29%

Best Trade

Opened at
Closed at-
Gain▲ 553.20%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.61%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.86%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.37%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.22%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 7.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.14%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 9.84%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.61%
▲ 10.00%▼ 0.89%▼ 0.86%
▲ 26.01%▲ 5.96%▲ 9.37%
▲ 5.33%▼ 2.41%▼ 2.22%
▲ 5.87%▲ 2.69%▲ 7.46%
▼ 12.86%▼ 1.27%▲ 6.22%
▼ 1.80%▼ 5.57%▼ 3.14%
▼ 17.13%▼ 9.83%▼ 9.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
38.84%
▲ 41.44%
4
Buy
Feb 17, 2025
PennyMac Financial
16.66%
▲ 21.92%
2
Buy
Feb 17, 2025
Spotify
18.78%
▲ 537.21%
4
Sell
Feb 17, 2025
Polestar Automotive Holding UK
▼ 24.83%
2
Close
Feb 17, 2025
Lululemon Athletica
▼ 33.80%
2
Close
Sep 10, 2024
Starbucks
0.12%
▼ 9.80%
1
Open
Mar 07, 2024
Nio
▲ 15.68%
5
Close
Dec 17, 2023
Philip Morris
▲ 5.11%
2
Close
Dec 17, 2023
Energy Transfer
22.97%
▲ 129.76%
3
Buy
Feb 14, 2023
Oaktree Specialty Lending
1.92%
▼ 6.90%
3
Buy
Feb 14, 2023
Ally Financial
▼ 29.11%
3
Close
Feb 14, 2023
Trinity Capital
0.69%
▲ 53.08%
5
Buy
Sep 02, 2022
Intel
▼ 37.87%
2
Close
Sep 02, 2022
Saratoga Investment
0.03%
▲ 26.41%
1
Open
Jan 24, 2022
Teladoc
▼ 58.81%
4
Close
Jan 24, 2022
Advanced Micro Devices
▲ 40.80%
2
Close
Jan 24, 2022
Tesla
▼ 4.84%
2
Close
Nov 08, 2021
GE Aerospace
▲ 2.69%
3
Close
Nov 05, 2021
Orsted
▲ 3.79%
3
Close
Sep 02, 2021
NGL Energy Partners
▼ 29.77%
3
Close
Aug 12, 2021