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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #650,319 out of 781,066 TipRanks' Investors
Success Rate
33%
106 out of 326
profitable transactions
Average Return
-31.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.53%
6-Month Return▼ 2.70%
12-Month Return▲ 4.89%
YTD Return▲ 4.99%
Total Return▼ 53.68%

Best Trade

Opened at
Closed at
Gain▲ 295.75%

Bio

Medium Risk

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 6.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.88%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 13.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.56%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 14.23%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 8.58%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.99%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 6.63%
▲ 8.13%▲ 1.21%▲ 6.88%
▼ 13.14%▲ 2.34%▼ 13.49%
▲ 2.93%▲ 2.10%▲ 7.56%
▲ 10.00%▼ 0.89%▼ 5.32%
▲ 26.04%▲ 5.96%▲ 14.23%
▲ 5.93%▼ 2.41%▼ 8.58%
▲ 11.17%▲ 1.96%▲ 4.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nano Dimension
▼ 73.65%
7
Close
Jan 06, 2025
Super Micro Computer
50.85%
▼ 12.92%
4
Buy
Jan 06, 2025
Inuvo
▼ 74.01%
4
Close
Dec 02, 2024
Hilton Grand Vacations
▲ 35.27%
3
Close
Nov 13, 2024
Occidental Petroleum
▲ 245.79%
6
Close
Nov 13, 2024
Coinbase Global
▼ 20.70%
5
Close
Nov 13, 2024
Zomedica Pharmaceuticals
41.25%
▼ 74.96%
51
Buy
Nov 13, 2024
Pacific Biosciences
▼ 95.04%
5
Close
Nov 13, 2024
Tesla
▲ 43.60%
16
Close
Nov 13, 2024
Teladoc
▼ 95.19%
9
Close
Nov 13, 2024
Applied Materials
▲ 118.19%
2
Close
Nov 13, 2024
3M
0.17%
▲ 7.86%
1
Open
Nov 13, 2024
JPMorgan Equity Premium Income ETF
0.21%
▼ 1.21%
1
Open
Nov 13, 2024
Ally Financial
0.13%
▲ 0.96%
1
Open
Nov 13, 2024
Moderna
▲ 14.00%
11
Close
Jun 22, 2024
Idexx Laboratories
▼ 27.57%
2
Close
Jun 22, 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