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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #115,199 out of 783,619 TipRanks' Investors
Success Rate
92%
12 out of 13
profitable transactions
Average Return
39.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.85%
6-Month Return▲ 17.59%
12-Month Return▲ 37.15%
YTD Return▼ 0.85%
Total Return▲ 93.77%

Best Trade

Opened at
Closed at-
Gain▲ 213.61%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.72%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 3.50%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.96%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.30%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 1.34%
Dec 2024
▲ 3.19%
▲ 2.68%
▼ 0.85%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.72%
▲ 8.13%▲ 1.21%▼ 3.50%
▼ 13.14%▲ 2.34%▼ 1.16%
▲ 2.93%▲ 2.10%▲ 5.96%
▲ 9.99%▼ 0.89%▲ 2.23%
▲ 26.04%▲ 5.96%▲ 9.30%
▲ 5.93%▼ 2.41%▲ 1.34%
▲ 3.19%▲ 2.68%▼ 0.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Datadog
4.62%
▲ 3.04%
1
Open
Jan 17, 2025
Intel
▼ 52.74%
2
Close
Aug 28, 2024
Nvidia
8.08%
▲ 65.78%
4
Buy
Jul 31, 2024
Starbucks
3.53%
▲ 46.73%
2
Sell
Jul 31, 2024
Tesla
19.47%
▲ 72.47%
2
Buy
Jul 31, 2024
Berkshire Hathaway B
7.66%
▲ 7.77%
1
Open
Jul 29, 2024
Alphabet Class C
6.57%
▲ 18.70%
1
Open
Jul 28, 2024
Advanced Micro Devices
3.85%
▲ 16.24%
1
Open
Mar 14, 2022
Apple
46.22%
▲ 60.12%
1
Open
Mar 14, 2022