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my holdings - New Portfolio

PerformancePortfolio Details

shlomo goldshtein

my holdings
Individual Investor
Ranked #23,362 out of 783,079 TipRanks' Investors
Success Rate
71%
353 out of 500
profitable transactions
Average Return
47.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.16%
6-Month Return▲ 8.61%
12-Month Return▲ 23.97%
YTD Return▲ 1.22%
Total Return▲ 82.29%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 924.87%

Bio

my main investment

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.40%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.18%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.45%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 1.22%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.40%
▲ 8.13%▲ 1.21%▲ 3.00%
▼ 13.14%▲ 2.34%▲ 3.06%
▲ 2.93%▲ 2.10%▲ 3.05%
▲ 9.99%▼ 0.89%▼ 0.70%
▲ 26.04%▲ 5.96%▲ 4.18%
▲ 5.93%▼ 2.41%▼ 3.45%
▲ 2.91%▲ 3.15%▲ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
21.65%
▲ 657.53%
23
Sell
Jan 06, 2025
SPY
SPDR S&P 500 ETF Trust
5.79%
▲ 13.16%
13
Buy
Jan 06, 2025
MSTY
YieldMax MSTR Option Income Strategy ETF
0.31%
▼ 9.49%
3
Buy
Dec 23, 2024
PFE
Pfizer
1.52%
▲ 1.67%
6
Buy
Dec 12, 2024
VZ
Verizon
1.06%
▲ 6.86%
18
Buy
Dec 02, 2024
ABBV
AbbVie
1.75%
▲ 20.61%
9
Buy
Nov 11, 2024
MMM
3M
1.72%
▲ 63.96%
6
Buy
Nov 05, 2024
IBM
International Business Machines
8.2%
▲ 67.39%
25
Buy
Nov 05, 2024
KO
Coca-Cola
0.55%
▲ 2.18%
13
Buy
Nov 05, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.09%
▲ 14.88%
6
Buy
Nov 05, 2024
CVX
Chevron
5.45%
▲ 29.32%
20
Buy
Sep 09, 2024
AMCR
Amcor
0.15%
▲ 1.28%
2
Buy
Sep 09, 2024
WBA
Walgreens Boots Alliance
0.39%
▼ 7.45%
5
Buy
Sep 03, 2024
WMT
Walmart
0.36%
▲ 35.11%
3
Buy
Sep 03, 2024
IWM
iShares Russell 2000 ETF
0.16%
▲ 4.75%
1
Open
Jul 24, 2024
TSM
TSMC
1.88%
▲ 91.77%
6
Buy
Jul 17, 2024
DAL
Delta Air Lines
―
▼ 8.14%
2
Close
Jul 15, 2024
VRT
Vertiv Holdings
0.39%
▲ 12.70%
2
Buy
Jun 20, 2024
MSFT
Microsoft
7.9%
▲ 76.82%
27
Buy
May 01, 2024
NOTV
Inotiv
―
▼ 38.05%
2
Close
Apr 12, 2024