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New Portfolio - New Portfolio
New Portfolio
Individual Investor
Ranked #221,984 out of 770,014 TipRanks' Investors
Success Rate
82 out of 136
profitable transactions
profitable transactions
Average Return
5.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.32%
6-Month Return▲ 12.73%
12-Month Return▲ 26.46%
YTD Return▲ 15.89%
Total Return▲ 34.43%
Best Trade
Bio
New investor trying to buy shares of great companies and keep cool.
Performance
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 6.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.22%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.72%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.51%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.82%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 7.71%
Nov 2024
▼ 12.40%▼ 4.03%▼ 6.47%
▲ 11.46%▲ 5.06%▲ 0.41%
▼ 2.25%▲ 3.53%▼ 0.22%
▲ 25.72%▲ 1.21%▲ 1.72%
▼ 4.22%▲ 2.34%▲ 3.47%
▲ 7.82%▲ 2.10%▲ 3.51%
▲ 5.70%▼ 0.89%▼ 1.82%
▲ 31.73%▲ 4.73%▲ 7.71%
Recent Activity
Cigna
―
▲ 26.78%
2
Close
Nov 20, 2024
Idexx Laboratories
2.97%
▲ 2.38%
1
Open
Nov 20, 2024
Align Tech
―
▼ 33.86%
3
Close
Nov 15, 2024
Charles Schwab
―
▲ 51.22%
3
Close
Nov 15, 2024
Applied Materials
2.72%
▲ 3.60%
1
Open
Nov 15, 2024
Microsoft
2.9%
▲ 1.12%
1
Open
Nov 15, 2024
Marketaxess Holdings
―
▲ 34.67%
2
Close
Oct 29, 2024
Lam Research
3.07%
▼ 5.87%
1
Open
Oct 29, 2024
RLI
3.74%
▲ 15.25%
1
Open
Oct 29, 2024
Markel
3.05%
▲ 13.53%
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
3.03%
▲ 7.71%
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
2.93%
▲ 12.47%
1
Open
Aug 04, 2024
Booking Holdings
4.43%
▲ 51.35%
1
Open
Aug 04, 2024
IDEX
3.27%
▲ 23.22%
1
Open
Aug 04, 2024