tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Ranked #588,750 out of 802,872 TipRanks' Investors
Success Rate
47%
84 out of 179
profitable transactions
Average Return
-7.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.78%
6-Month Return▲ 6.24%
12-Month Return▲ 43.73%
YTD Return▲ 6.57%
Total Return▲ 44.32%

Best Trade

Opened at
Closed at-
Gain▲ 392.95%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.63%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.07%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 2.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.26%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.25%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.04%
May 2025
▲ 4.71%
▲ 1.75%
▲ 2.80%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.63%
▲ 5.43%▼ 2.41%▼ 4.07%
▲ 5.99%▲ 2.69%▼ 2.99%
▼ 12.86%▼ 1.27%▲ 4.25%
▼ 1.80%▼ 5.57%▼ 0.26%
▲ 1.76%▼ 0.87%▼ 0.25%
▲ 12.21%▲ 6.28%▲ 3.04%
▲ 4.71%▲ 1.75%▲ 2.80%

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%
▼ 9.55%
1
Open
Feb 06, 2025
Vital Metals Ltd
0%
0.00%
1
Open
Feb 06, 2025
Vulcan Energy Resources Ltd.
0%
▲ 2.66%
1
Open
Feb 06, 2025
AT&T
21.77%
▲ 46.44%
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
7.58%
▲ 69.69%
3
Buy
Feb 05, 2025
Advanced Micro Devices
0%
▲ 8.68%
1
Open
Feb 05, 2025
fuboTV
0%
▼ 25.11%
1
Open
Feb 05, 2025
Honest Company
0%
▼ 20.73%
1
Open
Feb 05, 2025
SoFi Technologies
0%
▼ 8.97%
1
Open
Feb 05, 2025
Cheesecake Factory
0%
▲ 6.90%
1
Open
Feb 05, 2025
Avantium N.V.
0%
▼ 93.45%
1
Open
Feb 05, 2025
Canopy Growth
0%
▼ 35.97%
1
Open
Feb 05, 2025
Colonial Coal International
0%
▼ 9.94%
1
Open
Feb 05, 2025
Equinix
0%
▼ 2.07%
1
Open
Feb 05, 2025
Nike
0%
▼ 16.00%
1
Open
Feb 05, 2025