New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #199,838 out of 766,001 TipRanks' Investors
Success Rate
58%
40 out of 69
profitable transactions
Average Return
14.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.47%
6-Month Return▲ 4.95%
12-Month Return▲ 16.28%
YTD Return▲ 5.55%
Total Return▲ 27.85%

Best Trade

Opened at
Closed at-
Gain▲ 235.35%

Bio

US Stock

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 10.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.32%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.45%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.28%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.32%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.85%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.93%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 10.78%
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▼ 4.32%
▲ 25.72%▲ 1.21%▲ 1.45%
▼ 4.22%▲ 2.34%▼ 4.28%
▲ 7.82%▲ 2.10%▲ 8.32%
▲ 6.02%▼ 0.89%▼ 1.85%
▲ 5.59%▲ 5.20%▲ 4.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
10.61%
▲ 61.97%
2
Buy
Apr 08, 2024
Smith & Wesson Brands
4.59%
▼ 31.99%
3
Buy
Mar 27, 2024
Oshkosh
3.19%
▼ 8.89%
1
Open
Mar 27, 2024
Nvidia
8.45%
▲ 112.61%
1
Open
Feb 20, 2024
Ferrari
▲ 61.06%
5
Close
Feb 03, 2024
PayPal Holdings
▲ 11.15%
2
Close
Jan 25, 2024
Bank of America
3.87%
▲ 40.32%
1
Open
Jan 12, 2024
Workhorse Group
▼ 92.79%
9
Close
Nov 20, 2023
Plug Power
1.18%
▼ 66.61%
3
Buy
Nov 11, 2023
Republic Services
▲ 0.83%
2
Close
Nov 06, 2023
Stellantis
1.92%
▲ 11.62%
6
Sell
Jul 27, 2023
CNH Industrial
▲ 17.95%
2
Close
Mar 08, 2023
Visa
▲ 7.36%
2
Close
Mar 03, 2023
Intel
4.5%
▼ 31.50%
3
Buy
Feb 19, 2023
Alphabet Class A
5.1%
▲ 66.71%
3
Open
Feb 19, 2023
BlackRock
▼ 4.08%
3
Close
Aug 24, 2022
Alibaba
6.74%
▼ 19.28%
3
Buy
Apr 26, 2022
Meta Platforms
16.86%
▲ 162.64%
3
Buy
Apr 26, 2022
Barrick Gold
▲ 16.77%
2
Close
Mar 15, 2022
Forvia
▲ 28.57%
2
Close
Nov 16, 2021