New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #638,894 out of 766,026 TipRanks' Investors
Success Rate
32%
103 out of 319
profitable transactions
Average Return
-33.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.22%
6-Month Return▲ 5.12%
12-Month Return▼ 2.28%
YTD Return▼ 18.33%
Total Return▼ 55.39%

Best Trade

Opened at
Closed at-
Gain▲ 291.16%

Bio

Medium Risk

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.88%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 13.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.56%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 5.20%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.48%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.24%
▲ 11.46%▲ 5.06%▲ 10.18%
▼ 2.25%▲ 3.53%▼ 6.63%
▲ 25.72%▲ 1.21%▲ 6.88%
▼ 4.22%▲ 2.34%▼ 13.49%
▲ 7.82%▲ 2.10%▲ 7.56%
▲ 6.02%▼ 0.89%▼ 5.20%
▲ 5.59%▲ 5.20%▲ 5.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coinbase Global
0%
▼ 23.99%
4
Open
Jun 22, 2024
Moderna
▲ 14.00%
11
Close
Jun 22, 2024
Idexx Laboratories
▼ 27.57%
2
Close
Jun 22, 2024
Super Micro Computer
0%
▼ 70.35%
1
Open
Jun 22, 2024
Zomedica Pharmaceuticals
75.78%
▼ 77.90%
50
Buy
Mar 01, 2024
Pacific Biosciences
0%
▼ 94.23%
4
Sell
Mar 01, 2024
Teladoc
0%
▼ 95.36%
8
Sell
Mar 01, 2024
Athenex
▼ 99.99%
12
Close
Oct 03, 2023
CVS Health
▲ 30.52%
2
Close
Feb 07, 2023
Affirm Holdings
▼ 81.61%
6
Close
Feb 07, 2023
Johnson & Johnson
▲ 6.01%
2
Close
Feb 07, 2023
Invitae
▼ 95.19%
8
Close
Feb 07, 2023
Roku
▼ 85.03%
5
Close
Feb 07, 2023
Paramount Global Class B
▼ 29.54%
2
Close
Feb 07, 2023
Trimble
▼ 19.41%
2
Close
Feb 07, 2023
Trade Desk
▼ 9.96%
2
Close
Feb 07, 2023
Nio
▼ 20.22%
5
Close
Feb 07, 2023
Proto Labs
▼ 85.66%
2
Close
Feb 07, 2023
Nike
▼ 4.23%
2
Close
Feb 07, 2023
Tencent Holdings
▼ 45.53%
2
Close
Feb 07, 2023