New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #534,302 out of 766,394 TipRanks' Investors
Success Rate
43%
64 out of 150
profitable transactions
Average Return
-7.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.76%
6-Month Return▲ 21.02%
12-Month Return▲ 31.27%
YTD Return▲ 4.46%
Total Return▼ 37.20%

Best Trade

Opened at
Closed at-
Gain▲ 308.70%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▲ 1.75%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 4.34%
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%
▲ 6.02%▼ 0.89%▲ 1.75%
▲ 22.71%▲ 5.30%▲ 4.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Doximity
▼ 18.34%
2
Close
Nov 11, 2024
Futu Holdings
▲ 24.84%
2
Close
Nov 11, 2024
Nvidia
3.5%
▲ 6.75%
3
Buy
Nov 11, 2024
Invesco QQQ Trust
3.03%
▼ 0.06%
1
Open
Nov 08, 2024
Innovative Industrial Properties
2.46%
▼ 2.46%
5
Sell
Nov 06, 2024
Exact Sciences
2.07%
▼ 2.94%
10
Sell
Nov 05, 2024
Amazon
18.5%
▲ 59.51%
11
Buy
Oct 31, 2024
iShares Core S&P 500 ETF
10.62%
▲ 8.15%
2
Buy
Oct 23, 2024
Microsoft
17.91%
▲ 19.83%
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
Invitae
▼ 99.97%
3
Close
Jul 08, 2024
Enphase Energy
▼ 39.51%
7
Close
Jun 20, 2024
Fisher & Paykel Healthcare Corporation Limited
▲ 24.43%
3
Close
Jun 20, 2024