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New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Ranked #581,027 out of 799,718 TipRanks' Investors
Success Rate
47%
84 out of 179
profitable transactions
Average Return
-7.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.08%
6-Month Return▲ 6.25%
12-Month Return▲ 39.62%
YTD Return▲ 2.98%
Total Return▲ 39.64%

Best Trade

Opened at
Closed at-
Gain▲ 383.46%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 2.40%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.70%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.16%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 2.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.12%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.37%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.30%
Apr 2025
▲ 12.28%
▲ 7.15%
▲ 2.59%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 2.40%
▲ 25.97%▲ 5.96%▲ 9.70%
▲ 5.41%▼ 2.41%▼ 4.16%
▲ 6.02%▲ 2.69%▼ 2.94%
▼ 12.86%▼ 1.27%▲ 4.12%
▼ 1.80%▼ 5.57%▼ 0.37%
▲ 1.76%▼ 0.87%▼ 0.30%
▲ 12.28%▲ 7.15%▲ 2.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tencent Holdings
▼ 8.23%
5
Close
May 15, 2025
Air Lease
▼ 0.82%
3
Close
Mar 19, 2025
Sovereign Metals Limited
0%
▼ 21.02%
1
Open
Feb 06, 2025
Vital Metals Ltd
0%
0.00%
1
Open
Feb 06, 2025
Vulcan Energy Resources Ltd.
0%
▲ 10.39%
1
Open
Feb 06, 2025
AT&T
21.93%
▲ 45.71%
3
Buy
Feb 05, 2025
Stag Industrial
▲ 19.28%
3
Close
Feb 05, 2025
AquaBounty Technologies
▼ 99.50%
3
Close
Feb 05, 2025
Ehang Holdings
▼ 67.11%
3
Close
Feb 05, 2025
AbbVie
7.47%
▲ 65.08%
3
Buy
Feb 05, 2025
Advanced Micro Devices
0%
▲ 4.61%
1
Open
Feb 05, 2025
fuboTV
0%
▼ 28.03%
1
Open
Feb 05, 2025
Honest Company
0%
▼ 12.12%
1
Open
Feb 05, 2025
SoFi Technologies
0%
▼ 10.14%
1
Open
Feb 05, 2025
Cheesecake Factory
0%
▲ 1.85%
1
Open
Feb 05, 2025
Avantium N.V.
0%
▼ 38.36%
1
Open
Feb 05, 2025
Canopy Growth
0%
▼ 34.39%
1
Open
Feb 05, 2025
Colonial Coal International
0%
▼ 1.86%
1
Open
Feb 05, 2025
Equinix
0%
▼ 5.98%
1
Open
Feb 05, 2025
Nike
0%
▼ 14.94%
1
Open
Feb 05, 2025