New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Ranked #597,660 out of 794,370 TipRanks' Investors
Success Rate
46%
83 out of 179
profitable transactions
Average Return
-9.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.81%
6-Month Return▲ 8.58%
12-Month Return▲ 41.85%
YTD Return▲ 1.41%
Total Return▲ 37.74%

Best Trade

Opened at
Closed at-
Gain▲ 226.43%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.00%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.45%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.69%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.86%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 3.45%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.12%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.37%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 1.25%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.00%
▲ 10.00%▼ 0.89%▲ 2.45%
▲ 26.01%▲ 5.96%▲ 9.69%
▲ 5.33%▼ 2.41%▼ 3.86%
▲ 5.87%▲ 2.69%▼ 3.45%
▼ 12.86%▼ 1.27%▲ 4.12%
▼ 1.80%▼ 5.57%▼ 0.37%
▲ 0.58%▲ 0.28%▲ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Air Lease
▼ 0.82%
3
Close
Mar 19, 2025
Sovereign Metals Limited
0%
▼ 3.18%
1
Open
Feb 06, 2025
Vital Metals Ltd
0%
0.00%
1
Open
Feb 06, 2025
Vulcan Energy Resources Ltd.
0%
▲ 11.11%
1
Open
Feb 06, 2025
AT&T
22.85%
▲ 46.36%
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
8.54%
▲ 82.39%
3
Buy
Feb 05, 2025
Advanced Micro Devices
0%
▼ 8.08%
1
Open
Feb 05, 2025
fuboTV
0%
▼ 29.37%
1
Open
Feb 05, 2025
Honest Company
0%
▼ 20.26%
1
Open
Feb 05, 2025
SoFi Technologies
0%
▼ 20.53%
1
Open
Feb 05, 2025
Cheesecake Factory
0%
▼ 6.64%
1
Open
Feb 05, 2025
Avantium N.V.
0%
▼ 23.74%
1
Open
Feb 05, 2025
Canopy Growth
0%
▼ 58.50%
1
Open
Feb 05, 2025
Colonial Coal International
0%
▼ 9.32%
1
Open
Feb 05, 2025
Equinix
0%
▼ 10.74%
1
Open
Feb 05, 2025
Nike
0%
▼ 12.45%
1
Open
Feb 05, 2025
XORTX Therapeutics Inc
0%
▲ 7.87%
1
Open
Feb 05, 2025