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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #435,519 out of 769,291 TipRanks' Investors
Success Rate
38%
25 out of 66
profitable transactions
Average Return
-0.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.98%
6-Month Return▲ 15.55%
12-Month Return▲ 32.28%
YTD Return▲ 4.07%
Total Return▲ 27.52%

Best Trade

Opened at
Closed at
Gain▲ 278.60%

Bio

solid with potential for further gains

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 9.04%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 8.25%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.38%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.60%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.19%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.77%
Oct 2024
▲ 37.60%
▲ 4.40%
▼ 1.03%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.04%
▲ 11.46%▲ 5.06%▼ 8.25%
▼ 2.25%▲ 3.53%▼ 1.38%
▲ 25.72%▲ 1.21%▲ 6.82%
▼ 4.22%▲ 2.34%▲ 2.60%
▲ 7.82%▲ 2.10%▲ 3.19%
▲ 5.70%▼ 0.89%▲ 1.77%
▲ 37.60%▲ 4.40%▼ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Towa Corporation
2.2%
▼ 45.12%
2
Buy
Aug 06, 2024
Honda Motor Company
28.57%
▼ 2.03%
3
Sell
Aug 05, 2024
Block
▼ 3.51%
4
Close
Jul 15, 2024
TOC Co., Ltd.
3.22%
▼ 15.10%
1
Open
Jul 15, 2024
Palo Alto Networks
18.68%
▲ 24.44%
1
Open
Jun 16, 2024
KWESST Micro Systems
▼ 58.74%
3
Close
May 29, 2024
SuRo Capital
▼ 67.06%
3
Close
May 27, 2024
Carlyle Group
7.84%
▲ 20.33%
1
Open
May 27, 2024
Cassava Sciences
▼ 22.47%
4
Close
Apr 16, 2024
Enbridge
▲ 24.22%
3
Close
Apr 16, 2024
Apple
▲ 62.31%
5
Close
Apr 11, 2024
DHL Group
8.92%
▼ 6.69%
1
Open
Apr 11, 2024
Marathon Digital Holdings
▲ 40.46%
6
Close
Feb 26, 2024
Sony Group
▼ 12.83%
3
Close
Feb 26, 2024
BioNTech SE
▼ 65.58%
2
Close
Feb 26, 2024
Compass Diversified Holdings
▲ 45.94%
3
Close
Feb 26, 2024
Crestwood Equity
▲ 44.38%
3
Close
Nov 03, 2023
Energy Transfer
19.23%
▲ 50.53%
1
Open
Nov 03, 2023
Palantir Technologies
▼ 7.69%
5
Close
Nov 11, 2021
Affirm Holdings
▲ 2.26%
2
Close
Nov 11, 2021