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New Portfolio - New Portfolio

PerformancePortfolio Details

Monica Tegwyn Lalani

New Portfolio
Individual Investor
Ranked #60,573 out of 757,311 TipRanks' Investors
Success Rate
60%
254 out of 427
profitable transactions
Average Return
29.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.28%
6-Month Return▲ 11.09%
12-Month Return▲ 36.67%
YTD Return▲ 21.21%
Total Return▲ 123.46%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 778.09%

Bio

Long term portfolio 10-30 years

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.63%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.39%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.63%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.06%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 3.10%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.27%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.82%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.63%
▲ 5.05%▲ 3.27%▲ 2.39%
▼ 12.40%▼ 4.03%▼ 4.63%
▲ 11.46%▲ 5.06%▲ 8.16%
▼ 2.25%▲ 3.53%▲ 7.06%
▲ 25.76%▲ 1.21%▼ 3.10%
▼ 4.21%▲ 2.34%▲ 2.27%
▲ 1.03%▼ 0.11%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPXC
SPX
0%
▲ 12.10%
1
Open
Jun 17, 2024
LSRCF
Lasertec
0%
▼ 32.08%
1
Open
Jun 17, 2024
ASML
ASML Holding
0%
▲ 29.06%
9
Open
Jun 16, 2024
NFLX
Netflix
0%
▲ 8.56%
7
Open
Jun 16, 2024
IP
International Paper Co
0%
▲ 1.07%
6
Open
Jun 16, 2024
PDD
PDD Holdings
0%
▼ 56.05%
13
Open
Jun 16, 2024
SMSN
Samsung Electronics
0%
▼ 14.47%
1
Open
Jun 15, 2024
NVDA
Nvidia
20.23%
▲ 228.29%
19
Buy
Jun 14, 2024
ORCL
Oracle
0%
▲ 55.34%
5
Open
Jun 14, 2024
DIS
Walt Disney
0.41%
▼ 14.29%
9
Open
Jun 14, 2024
V
Visa
0%
▲ 4.03%
18
Open
Jun 14, 2024
JNJ
Johnson & Johnson
0%
▲ 8.82%
5
Open
Jun 14, 2024
MRK
Merck & Company
0.39%
▼ 8.87%
3
Sell
Jun 14, 2024
ABBV
AbbVie
0.78%
▲ 16.20%
2
Buy
Jun 14, 2024
GOOG
Alphabet Class C
0%
▼ 9.73%
1
Open
Jun 14, 2024
LLY
Eli Lilly & Co
13.51%
▲ 151.95%
6
Buy
Jun 13, 2024
BRK.B
Berkshire Hathaway B
0.77%
▲ 12.81%
2
Sell
Jun 13, 2024
NVO
Novo Nordisk
0.77%
▼ 7.33%
2
Buy
Jun 13, 2024
EWQQF
Invesco EQQQ NASDAQ-100 UCITS ETF USD
―
▲ 13.71%
5
Close
Jun 12, 2024
TSM
Taiwan Semiconductor Manufacturing
1.96%
▲ 2.61%
16
Buy
Jun 12, 2024