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New Portfolio - New Portfolio

PerformancePortfolio Details

scott

New Portfolio
Individual Investor
Ranked #70,540 out of 788,370 TipRanks' Investors
Success Rate
67%
28 out of 42
profitable transactions
Average Return
51.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.86%
6-Month Return▲ 27.12%
12-Month Return▲ 34.31%
YTD Return▲ 12.27%
Total Return▲ 73.69%

Best Trade

AssetSpotify Tec... (SPOT)
Opened at
Closed at-
Gain▲ 664.48%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.84%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.61%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.86%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.37%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 2.26%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.79%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 4.15%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.04%
▼ 13.14%▲ 2.34%▲ 3.84%
▲ 2.93%▲ 2.10%▲ 4.61%
▲ 9.99%▼ 0.89%▼ 0.86%
▲ 26.03%▲ 5.96%▲ 9.37%
▲ 5.94%▼ 2.41%▼ 2.26%
▲ 5.25%▲ 2.69%▲ 7.79%
▼ 10.49%▼ 0.31%▲ 4.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
T
AT&T
35.19%
▲ 40.33%
4
Buy
Feb 17, 2025
PFSI
PennyMac Financial
16.06%
▲ 28.70%
2
Buy
Feb 17, 2025
SPOT
Spotify Technology SA
20.07%
▲ 645.77%
4
Sell
Feb 17, 2025
PSNY
Polestar Automotive Holding UK
―
▼ 24.83%
2
Close
Feb 17, 2025
LULU
Lululemon Athletica
―
▼ 33.80%
2
Close
Sep 10, 2024
SBUX
Starbucks
0.15%
▲ 26.00%
1
Open
Mar 07, 2024
NIO
Nio
―
▲ 15.68%
5
Close
Dec 17, 2023
PM
Philip Morris
―
▲ 5.11%
2
Close
Dec 17, 2023
ET
Energy Transfer
25.63%
▲ 180.72%
3
Buy
Feb 14, 2023
OCSL
Oaktree Specialty Lending
2.12%
▲ 9.27%
3
Buy
Feb 14, 2023
ALLY
Ally Financial
―
▼ 29.11%
3
Close
Feb 14, 2023
TRIN
Trinity Capital
0.73%
▲ 72.70%
5
Buy
Sep 02, 2022
INTC
Intel
―
▼ 37.87%
2
Close
Sep 02, 2022
SAR
Saratoga Investment
0.03%
▲ 36.98%
1
Open
Jan 24, 2022
TDOC
Teladoc
―
▼ 58.81%
4
Close
Jan 24, 2022
AMD
Advanced Micro Devices
―
▲ 40.80%
2
Close
Jan 24, 2022
TSLA
Tesla
―
▼ 4.84%
2
Close
Nov 08, 2021
GE
GE Aerospace
―
▲ 2.69%
3
Close
Nov 05, 2021
DOGEF
Orsted
―
▲ 3.79%
3
Close
Sep 02, 2021
NGL
NGL Energy Partners
―
▼ 29.77%
3
Close
Aug 12, 2021