tiprankstipranks

my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #20,667 out of 769,291 TipRanks' Investors
Success Rate
71%
349 out of 491
profitable transactions
Average Return
49.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.26%
6-Month Return▲ 16.43%
12-Month Return▲ 40.94%
YTD Return▲ 31.70%
Total Return▲ 83.78%

Best Trade

Opened at
Closed at-
Gain▲ 1065.25%

Bio

my main investment

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.30%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.94%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.62%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.55%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.30%
▲ 11.46%▲ 5.06%▲ 5.94%
▼ 2.25%▲ 3.53%▲ 3.40%
▲ 25.72%▲ 1.21%▲ 3.00%
▼ 4.22%▲ 2.34%▲ 3.06%
▲ 7.82%▲ 2.10%▲ 3.05%
▲ 5.70%▼ 0.89%▼ 0.62%
▲ 37.60%▲ 4.40%▲ 2.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
1.76%
▲ 17.38%
9
Buy
Nov 11, 2024
SPDR S&P 500 ETF Trust
4.56%
▲ 18.02%
10
Sell
Nov 11, 2024
Verizon
1.04%
▲ 9.64%
17
Buy
Nov 05, 2024
3M
1.45%
▲ 37.89%
6
Buy
Nov 05, 2024
International Business Machines
7.95%
▲ 64.97%
25
Buy
Nov 05, 2024
Coca-Cola
0.56%
▲ 3.11%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
1.11%
▲ 15.13%
6
Buy
Nov 05, 2024
Pfizer
1.36%
▼ 8.16%
4
Buy
Nov 05, 2024
Chevron
5.65%
▲ 33.81%
20
Buy
Sep 09, 2024
Amcor
0.16%
▲ 8.09%
2
Buy
Sep 09, 2024
Walgreens Boots Alliance
0.3%
▼ 29.46%
5
Buy
Sep 03, 2024
Walmart
0.33%
▲ 22.48%
3
Buy
Sep 03, 2024
iShares Russell 2000 ETF
0.17%
▲ 7.98%
1
Open
Jul 24, 2024
Taiwan Semiconductor Manufacturing
1.75%
▲ 80.74%
6
Buy
Jul 17, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Nvidia
25.76%
▲ 761.30%
22
Buy
Jun 24, 2024
Vertiv Holdings
0.49%
▲ 49.61%
2
Buy
Jun 20, 2024
Microsoft
7.4%
▲ 63.24%
27
Buy
May 01, 2024
Inotiv
▼ 38.05%
2
Close
Apr 12, 2024
Apple
2.8%
▲ 64.97%
17
Buy
Apr 02, 2024