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Stocks Held - New Portfolio
trellek
Stocks HeldIndividual Investor
Ranked #223,261 out of 769,603 TipRanks' Investors
Success Rate
76 out of 130
profitable transactions
profitable transactions
Average Return
7.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.81%
6-Month Return▲ 3.56%
12-Month Return▲ 20.67%
YTD Return▲ 12.60%
Total Return▲ 73.30%
Best Trade
Bio
This is my individual stock investment portfolio
Performance
37.60%0-37.60%
▼ 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
▲ 5.70%
▼ 0.89%
▼ 3.01%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 6.24%
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%
▲ 5.70%▼ 0.89%▼ 3.01%
▲ 37.60%▲ 4.40%▲ 6.24%
Recent Activity
Materials Select Sector SPDR Fund
22.28%
▲ 5.30%
3
Open
Nov 19, 2024
Cenovus Energy
―
▼ 4.95%
4
Close
Oct 27, 2024
Communication Services Select Sector SPDR Fund
24.82%
▲ 9.31%
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
17.5%
▲ 4.71%
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
4.54%
▼ 6.56%
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