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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #549,642 out of 769,603 TipRanks' Investors
Success Rate
43%
66 out of 153
profitable transactions
Average Return
-8.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.90%
6-Month Return▲ 13.99%
12-Month Return▲ 19.09%
YTD Return▲ 2.54%
Total Return▼ 38.35%

Best Trade

Opened at
Closed at-
Gain▲ 258.36%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 10.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.69%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.99%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.75%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.42%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 10.24%
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▲ 1.69%
▲ 25.72%▲ 1.21%▲ 8.14%
▼ 4.22%▲ 2.34%▼ 1.63%
▲ 7.82%▲ 2.10%▲ 4.99%
▲ 5.70%▼ 0.89%▲ 1.75%
▲ 37.60%▲ 4.40%▲ 2.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Archer Aviation
0.18%
▲ 17.74%
1
Open
Nov 19, 2024
Block, Inc. Shs Chess Depository Interests Repr 1 Sh
▲ 8.20%
2
Close
Nov 14, 2024
Freightways
0.74%
▼ 4.17%
1
Open
Nov 14, 2024
Doximity
▼ 18.34%
2
Close
Nov 11, 2024
Futu Holdings
▲ 24.84%
2
Close
Nov 11, 2024
Nvidia
3.45%
▲ 2.12%
3
Buy
Nov 11, 2024
Invesco QQQ Trust
3.08%
▼ 1.62%
1
Open
Nov 08, 2024
Innovative Industrial Properties
2.61%
▼ 3.02%
5
Sell
Nov 06, 2024
Exact Sciences
2.25%
▲ 0.05%
10
Sell
Nov 05, 2024
Amazon
17.98%
▲ 52.01%
11
Buy
Oct 31, 2024
iShares Core S&P 500 ETF
10.92%
▲ 7.59%
2
Buy
Oct 23, 2024
Microsoft
18.18%
▲ 19.78%
5
Buy
Oct 16, 2024
Teladoc
▼ 63.82%
3
Close
Sep 24, 2024
Gitlab
▲ 10.68%
8
Close
Sep 20, 2024
HubSpot
▲ 94.60%
3
Close
Sep 20, 2024
Wallbox
▼ 46.84%
3
Close
Sep 20, 2024
Delta Air Lines
▲ 25.78%
3
Close
Sep 20, 2024
Brookfield Infrastructure
▲ 18.94%
2
Close
Aug 13, 2024
Advanced Micro Devices
▼ 20.35%
2
Close
Aug 02, 2024
SkyWater Technology
▼ 37.33%
2
Close
Jul 18, 2024