my holdings - New Portfolio

shlomo goldshtein

my holdings
Individual Investor
Ranked #17,614 out of 757,311 TipRanks' Investors
Success Rate
73%
351 out of 483
profitable transactions
Average Return
40.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.33%
6-Month Return▲ 15.04%
12-Month Return▲ 36.74%
YTD Return▲ 26.25%
Total Return▲ 76.16%

Best Trade

Opened at
Closed at-
Gain▲ 800.69%

Bio

my main investment

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.96%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.30%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.94%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.05%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.69%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.96%
▲ 5.05%▲ 3.27%▲ 4.47%
▼ 12.40%▼ 4.03%▼ 3.30%
▲ 11.46%▲ 5.06%▲ 5.94%
▼ 2.25%▲ 3.53%▲ 3.40%
▲ 25.76%▲ 1.21%▲ 3.00%
▼ 4.21%▲ 2.34%▲ 3.05%
▲ 1.03%▼ 0.11%▲ 0.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
0.33%
▲ 8.46%
11
Buy
Sep 16, 2024
SPDR S&P 500 ETF Trust
4.93%
▲ 11.26%
9
Buy
Sep 16, 2024
Verizon
0.98%
▲ 13.63%
16
Buy
Sep 09, 2024
Chevron
5.44%
▲ 17.98%
20
Buy
Sep 09, 2024
International Business Machines
8.03%
▲ 61.77%
24
Buy
Sep 09, 2024
AbbVie
1.74%
▲ 33.47%
8
Buy
Sep 09, 2024
Pfizer
1.53%
▲ 7.32%
3
Buy
Sep 09, 2024
Amcor
0.19%
▲ 12.27%
2
Buy
Sep 09, 2024
Walgreens Boots Alliance
0.34%
▼ 25.69%
5
Buy
Sep 03, 2024
Walmart
0.31%
▲ 9.51%
3
Buy
Sep 03, 2024
iShares Russell 2000 ETF
0.17%
▲ 0.73%
1
Open
Jul 24, 2024
Taiwan Semiconductor Manufacturing
1.75%
▲ 58.10%
6
Buy
Jul 17, 2024
Delta Air Lines
▼ 8.14%
2
Close
Jul 15, 2024
Nvidia
23.07%
▲ 565.75%
22
Buy
Jun 24, 2024
Vertiv Holdings
0.35%
▼ 7.31%
2
Buy
Jun 20, 2024
Microsoft
8.4%
▲ 69.99%
27
Buy
May 01, 2024
3M
1.51%
▲ 51.31%
5
Buy
May 01, 2024
Inotiv
▼ 38.05%
2
Close
Apr 12, 2024
Apple
3.01%
▲ 59.14%
17
Buy
Apr 02, 2024
Alphabet Class A
6.24%
▲ 47.12%
10
Buy
Apr 02, 2024