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Stocks Held - New Portfolio
trellek
Stocks HeldIndividual Investor
Ranked #227,864 out of 766,026 TipRanks' Investors
Success Rate
75 out of 129
profitable transactions
profitable transactions
Average Return
6.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.21%
6-Month Return▼ 0.33%
12-Month Return▲ 21.87%
YTD Return▲ 10.51%
Total Return▲ 70.08%
Best Trade
Bio
This is my individual stock investment portfolio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.37%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.01%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.26%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.43%
▲ 11.46%▲ 5.06%▲ 2.34%
▼ 2.25%▲ 3.53%▼ 1.37%
▲ 25.72%▲ 1.21%▼ 0.02%
▼ 4.22%▲ 2.34%▼ 2.20%
▲ 7.82%▲ 2.10%▲ 2.73%
▲ 6.02%▼ 0.89%▼ 3.01%
▲ 5.59%▲ 5.20%▲ 4.26%
Recent Activity
Cenovus Energy
―
▼ 4.95%
4
Close
Oct 27, 2024
Communication Services Select Sector SPDR Fund
32.18%
▲ 8.99%
8
Buy
Oct 18, 2024
Delta Air Lines
―
▲ 4.48%
2
Close
Oct 05, 2024
Consumer Staples Select Sector SPDR Fund
―
▼ 1.82%
4
Close
Oct 05, 2024
Health Care Select Sector SPDR Fund
―
▲ 11.78%
4
Close
Oct 02, 2024
Technology Select Sector SPDR Fund
23.21%
▲ 5.11%
7
Open
Sep 19, 2024
McKesson
―
▲ 42.46%
4
Close
Aug 08, 2024
Western Alliance
―
▲ 27.52%
2
Close
Aug 04, 2024
Stellantis
―
▲ 19.52%
2
Close
Jul 25, 2024
Veren
―
▼ 8.65%
2
Close
Jul 25, 2024
Visa
―
▲ 1.04%
4
Close
Jul 24, 2024
Alphabet Class A
―
▲ 78.28%
2
Close
Jul 24, 2024
ACM Research
6.07%
▼ 4.43%
1
Open
Jul 19, 2024
Oshkosh
―
▲ 15.04%
2
Close
Jun 10, 2024
Diamondback
―
▲ 98.14%
2
Close
Jun 03, 2024
EOG Resources
―
▲ 61.39%
2
Close
May 23, 2024
Consumer Discretionary Select Sector SPDR Fund
―
▲ 1.66%
8
Close
May 23, 2024
Alibaba
―
▼ 12.94%
2
Close
May 23, 2024
Valero Energy
―
▲ 34.25%
2
Close
Apr 19, 2024
Mondelez International
―
▲ 4.24%
2
Close
Apr 16, 2024