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Working with TipRanks
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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #198,640 out of 757,311 TipRanks' Investors
Success Rate
78 out of 131
profitable transactions
profitable transactions
Average Return
2.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.83%
6-Month Return▲ 1.36%
12-Month Return▲ 16.88%
YTD Return▲ 8.13%
Total Return▲ 25.42%
Best Trade
Bio
New investor trying to buy shares of great companies and keep cool.
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.22%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.72%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.48%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 2.12%
Sep 2024
▲ 14.08%▲ 5.22%▲ 3.21%
▲ 5.05%▲ 3.27%▲ 3.73%
▼ 12.40%▼ 4.03%▼ 6.47%
▲ 11.46%▲ 5.06%▲ 0.41%
▼ 2.25%▲ 3.53%▼ 0.22%
▲ 25.76%▲ 1.21%▲ 1.72%
▼ 4.21%▲ 2.34%▲ 3.48%
▲ 2.65%▼ 0.40%▲ 2.12%
Recent Activity
Markel
2.99%
▲ 7.23%
3
Open
Sep 10, 2024
The Hershey Company
―
▲ 3.27%
3
Close
Sep 10, 2024
Mettler-Toledo
―
▲ 43.90%
4
Close
Sep 10, 2024
Autodesk
―
▲ 16.54%
3
Close
Sep 06, 2024
Schlumberger
3.23%
▲ 1.97%
1
Open
Sep 06, 2024
Veeva Systems
―
▲ 4.49%
3
Close
Aug 07, 2024
Comcast
―
▲ 8.52%
4
Close
Aug 04, 2024
Starbucks
―
▼ 16.66%
2
Close
Aug 04, 2024
Airbnb
2.92%
▼ 2.31%
1
Open
Aug 04, 2024
Booking Holdings
3.79%
▲ 19.34%
1
Open
Aug 04, 2024
IDEX
3.18%
▲ 6.97%
1
Open
Aug 04, 2024
Air Products and Chemicals
5.43%
▲ 18.31%
4
Sell
Jun 18, 2024
Bill.com Holdings
3.1%
▲ 10.01%
1
Open
Jun 18, 2024
Zoetis
6.57%
▲ 27.15%
3
Buy
Apr 25, 2024
MSCI
3.15%
▲ 24.43%
1
Open
Apr 23, 2024
Charles Schwab
3.06%
▲ 18.32%
2
Sell
Apr 16, 2024
Ulta Beauty
5.33%
▼ 3.23%
2
Buy
Apr 16, 2024
T Rowe Price
―
▼ 0.50%
3
Close
Apr 12, 2024
Dollar General
―
▼ 9.51%
2
Close
Apr 12, 2024
Nike
3.67%
▼ 13.13%
2
Buy
Mar 22, 2024