Josh's Portfolio - New Portfolio

Josh Ward

Josh's Portfolio
Individual Investor
Ranked #108,389 out of 757,311 TipRanks' Investors
Success Rate
64%
33 out of 52
profitable transactions
Average Return
21.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.87%
6-Month Return▼ 4.27%
12-Month Return▲ 34.45%
YTD Return▲ 14.50%
Total Return▲ 189.54%

Best Trade

Opened at
Closed at
Gain▲ 261.17%

Bio

This is my casual investment portfolio.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 14.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.84%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 7.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.19%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.92%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.41%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 3.47%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 14.99%
▲ 5.05%▲ 3.27%▲ 3.84%
▼ 12.40%▼ 4.03%▼ 10.95%
▲ 11.46%▲ 5.06%▼ 7.01%
▼ 2.25%▲ 3.53%▼ 1.19%
▲ 25.76%▲ 1.21%▲ 8.92%
▼ 4.21%▲ 2.34%▲ 4.41%
▲ 2.65%▼ 0.40%▲ 3.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
25.09%
▲ 1.08%
6
Buy
Aug 08, 2024
Cinemark Holdings
20.02%
▲ 49.88%
8
Buy
Jul 31, 2024
Future FinTech Group
0.08%
▲ 95.76%
6
Buy
Jul 31, 2024
Denny's
▼ 50.36%
4
Close
Jul 29, 2024
AMC Entertainment
▲ 34.95%
12
Close
May 15, 2024
Aquestive Therapeutics
2.61%
▲ 16.35%
4
Buy
Mar 07, 2024
Drive Shack
▼ 91.14%
2
Close
Dec 14, 2022
TherapeuticsMD
▼ 46.73%
10
Close
Jun 14, 2022
Microsoft
37.2%
▲ 24.83%
4
Buy
Jan 20, 2022
Lucid Group
▲ 85.28%
2
Close
Nov 05, 2021
Cresco Labs
▼ 30.53%
2
Close
Apr 20, 2021
Catalyst Pharma
▲ 31.55%
2
Close
Mar 23, 2021
Cheetah Mobile
▲ 83.65%
2
Close
Feb 16, 2021
Delta Air Lines
▲ 52.27%
5
Close
Feb 05, 2021
Southwest Airlines
▲ 42.84%
2
Close
Feb 05, 2021
Alibaba
▲ 0.85%
2
Close
Feb 05, 2021
IMAX
▲ 74.03%
2
Close
Jan 27, 2021
OrganiGram Holdings
▼ 7.60%
2
Close
Jan 12, 2021
Verizon
▲ 14.22%
2
Close
Nov 10, 2020
BuildABear Workshop
▲ 90.79%
3
Close
Nov 09, 2020