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New Portfolio - New Portfolio

E58FD2D8

New Portfolio
Individual Investor
Ranked #163,360 out of 781,066 TipRanks' Investors
Success Rate
56%
129 out of 231
profitable transactions
Average Return
19.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.62%
6-Month Return▲ 8.07%
12-Month Return▲ 20.78%
YTD Return▲ 2.34%
Total Return▲ 27.08%

Best Trade

Opened at
Closed at-
Gain▲ 1007.96%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.08%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.01%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.51%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.27%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.82%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.34%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.08%
▲ 8.13%▲ 1.21%▲ 4.01%
▼ 13.14%▲ 2.34%▲ 1.22%
▲ 2.93%▲ 2.10%▼ 0.36%
▲ 10.00%▼ 0.89%▲ 1.51%
▲ 26.04%▲ 5.96%▲ 5.27%
▲ 5.93%▼ 2.41%▼ 2.82%
▲ 9.79%▲ 0.95%▲ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
0.88%
▲ 12.00%
8
Buy
Aug 09, 2024
Schlumberger
0.84%
▼ 9.56%
8
Buy
Aug 09, 2024
US Bancorp
3.99%
▲ 35.16%
15
Buy
Aug 09, 2024
Pfizer
3.47%
▼ 19.65%
14
Buy
Aug 09, 2024
Visa
6.02%
▲ 31.91%
6
Buy
Aug 09, 2024
Cisco Systems
3.77%
▲ 27.25%
9
Buy
Aug 09, 2024
Xylem
4.52%
▲ 8.20%
6
Buy
Aug 09, 2024
Eli Lilly & Co
2.72%
▲ 1.10%
4
Buy
Aug 09, 2024
JPMorgan Chase & Co.
2.94%
▲ 45.90%
5
Buy
Aug 09, 2024
Dell Technologies
1.53%
▼ 12.18%
2
Buy
Jul 30, 2024
Nvidia
1.92%
▲ 24.70%
2
Buy
Jul 30, 2024
Global X Robotics & Artificial Intelligence ETF
▲ 15.81%
8
Close
Jul 18, 2024
Centene
7.82%
▼ 12.32%
7
Buy
Jul 05, 2024
Advanced Micro Devices
1.13%
▼ 24.92%
1
Open
Jun 20, 2024
Arcadium Lithium Plc
2.67%
▲ 37.91%
3
Buy
Jun 17, 2024
Walmart
3.97%
▲ 82.89%
9
Buy
Jun 05, 2024
DuPont de Nemours
0.72%
▼ 4.32%
1
Open
May 28, 2024
Amazon
7.37%
▲ 107.90%
8
Buy
May 20, 2024
ON Semiconductor
1.37%
▼ 22.57%
8
Sell
May 17, 2024
Alphabet Class A
10.05%
▲ 67.17%
9
Buy
May 17, 2024