tiprankstipranks

my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #18,739 out of 790,468 TipRanks' Investors
Success Rate
72%
361 out of 502
profitable transactions
Average Return
44.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.43%
6-Month Return▲ 11.60%
12-Month Return▲ 24.59%
YTD Return▲ 4.19%
Total Return▲ 88.71%

Best Trade

Opened at
Closed at-
Gain▲ 831.99%

Bio

my main investment

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.16%
Nov 2024
▲ 5.95%
▼ 2.41%
▼ 2.87%
Dec 2024
▲ 5.24%
▲ 2.69%
▲ 3.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.49%
Feb 2025
▲ 13.04%
▼ 1.87%
▼ 1.01%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.04%
▲ 2.93%▲ 2.10%▲ 3.05%
▲ 10.01%▼ 0.89%▼ 0.70%
▲ 26.01%▲ 5.96%▲ 4.16%
▲ 5.95%▼ 2.41%▼ 2.87%
▲ 5.24%▲ 2.69%▲ 3.70%
▼ 12.86%▼ 1.27%▲ 1.49%
▲ 13.04%▼ 1.87%▼ 1.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSMC
2.04%
▲ 64.19%
7
Buy
Feb 27, 2025
Amdocs
▲ 9.53%
3
Close
Feb 26, 2025
SPDR S&P 500 ETF Trust
6.14%
▲ 7.64%
14
Buy
Feb 13, 2025
Walgreens Boots Alliance
▼ 17.14%
6
Close
Feb 13, 2025
iShares Russell 2000 ETF
▲ 4.27%
2
Close
Feb 11, 2025
Nvidia
20.94%
▲ 588.87%
23
Sell
Jan 06, 2025
YieldMax MSTR Option Income Strategy ETF
0.27%
▼ 10.32%
3
Buy
Dec 23, 2024
Pfizer
1.51%
▼ 1.41%
6
Buy
Dec 12, 2024
Verizon
1.15%
▲ 13.31%
18
Buy
Dec 02, 2024
AbbVie
2.15%
▲ 45.96%
9
Buy
Nov 11, 2024
3M
1.71%
▲ 60.65%
6
Buy
Nov 05, 2024
International Business Machines
9.2%
▲ 90.65%
25
Buy
Nov 05, 2024
Coca-Cola
0.63%
▲ 7.31%
13
Buy
Nov 05, 2024
JPMorgan Equity Premium Income ETF
1.11%
▲ 15.21%
6
Buy
Nov 05, 2024
Chevron
5.38%
▲ 26.23%
20
Buy
Sep 09, 2024
Amcor
0.16%
▲ 5.26%
2
Buy
Sep 09, 2024
Walmart
0.36%
▲ 33.29%
3
Buy
Sep 03, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Vertiv Holdings
0.31%
▼ 7.04%
2
Buy
Jun 20, 2024
Microsoft
7.3%
▲ 58.87%
27
Buy
May 01, 2024