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New Portfolio - New Portfolio

Hobart

New Portfolio
Individual Investor
Ranked #213,671 out of 783,334 TipRanks' Investors
Success Rate
50%
204 out of 407
profitable transactions
Average Return
22.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.45%
6-Month Return▲ 17.11%
12-Month Return▲ 29.59%
YTD Return▲ 4.23%
Total Return▲ 165.10%

Best Trade

Opened at
Closed at-
Gain▲ 297.63%

Bio

Better to want stocks and have cash than to want cash and have stocks.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 7.10%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.08%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.81%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.02%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.16%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 1.64%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 4.23%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 7.10%
▲ 8.13%▲ 1.21%▼ 2.08%
▼ 13.14%▲ 2.34%▼ 0.97%
▲ 2.93%▲ 2.10%▲ 5.81%
▲ 9.99%▼ 0.89%▼ 2.02%
▲ 26.04%▲ 5.96%▲ 6.16%
▲ 5.93%▼ 2.41%▲ 1.64%
▲ 2.91%▲ 3.15%▲ 4.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 32.86%
51
Close
Aug 13, 2024
Nvidia
6.71%
▲ 4.14%
5
Buy
Aug 13, 2024
Palantir Technologies
3.95%
▲ 162.45%
1
Open
Aug 13, 2024
Costco
5.26%
▲ 13.44%
3
Buy
Aug 12, 2024
Alphabet Class A
9.06%
▲ 38.08%
9
Sell
Aug 10, 2024
Alibaba
1.68%
▼ 5.67%
84
Sell
Aug 10, 2024
Amazon
10.32%
▲ 101.69%
66
Sell
Aug 09, 2024
Microsoft
8.97%
▲ 178.54%
51
Sell
Aug 09, 2024
Apple
▲ 4.07%
11
Close
Aug 09, 2024
Fidelity Nasdaq Composite Index ETF
1.88%
▲ 28.22%
5
Sell
Jul 31, 2024
SPDR S&P 500 ETF Trust
2.79%
▲ 50.92%
7
Sell
Jul 11, 2024
Meta Platforms
13.28%
▲ 38.04%
7
Buy
Jul 08, 2024
KraneShares CSI China Internet ETF
▼ 42.94%
4
Close
Jul 19, 2023
iShares Russell 2000 ETF
▼ 5.54%
2
Close
Jul 14, 2021
Crispr Therapeutics AG
▲ 1.36%
6
Close
Jul 13, 2021
BYD Co
▼ 7.95%
2
Close
Jul 09, 2021
Direxion Daily Small Cap Bull 3x Shares
▼ 10.53%
2
Close
Jul 07, 2021
BioNano Genomics
▲ 1.68%
2
Close
Jun 23, 2021
JD
▲ 5.25%
23
Close
May 07, 2021
Etsy
▼ 23.52%
6
Close
May 07, 2021