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New Portfolio - New Portfolio

PerformancePortfolio Details

DanielSan

New Portfolio
Individual Investor
Ranked #590,365 out of 787,214 TipRanks' Investors
Success Rate
50%
90 out of 179
profitable transactions
Average Return
-6.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.75%
6-Month Return▲ 21.69%
12-Month Return▲ 56.74%
YTD Return▲ 3.26%
Total Return▲ 40.34%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 365.17%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 11.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.00%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.45%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.69%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 3.80%
Dec 2024
▲ 4.98%
▲ 2.69%
▼ 3.32%
Jan 2025
▼ 9.03%
▲ 1.61%
▲ 6.80%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 11.57%
▼ 13.14%▲ 2.34%▲ 2.23%
▲ 2.93%▲ 2.10%▲ 4.00%
▲ 9.99%▼ 0.89%▲ 2.45%
▲ 26.04%▲ 5.96%▲ 9.69%
▲ 5.81%▼ 2.41%▼ 3.80%
▲ 4.98%▲ 2.69%▼ 3.32%
▼ 9.03%▲ 1.61%▲ 6.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SVM
Sovereign Metals Limited
0%
▲ 1.91%
1
Open
Feb 06, 2025
VML
Vital Metals Ltd
0%
0.00%
1
Open
Feb 06, 2025
VUL
Vulcan Energy Resources Ltd.
0%
▲ 1.93%
1
Open
Feb 06, 2025
T
AT&T
20.21%
▲ 35.60%
3
Buy
Feb 05, 2025
STAG
Stag Industrial
―
▲ 19.29%
3
Close
Feb 05, 2025
AQB
AquaBounty Technologies
―
▼ 99.50%
3
Close
Feb 05, 2025
EH
Ehang Holdings
―
▼ 67.11%
3
Close
Feb 05, 2025
ABBV
AbbVie
7.8%
▲ 74.44%
3
Buy
Feb 05, 2025
AMD
Advanced Micro Devices
0%
▲ 2.03%
1
Open
Feb 05, 2025
FUBO
fuboTV
0%
▼ 8.97%
1
Open
Feb 05, 2025
HNST
Honest Company
0%
▼ 0.16%
1
Open
Feb 05, 2025
SOFI
SoFi Technologies
0%
▲ 8.65%
1
Open
Feb 05, 2025
CAKE
Cheesecake Factory
0%
▲ 0.29%
1
Open
Feb 05, 2025
27V
Avantium N.V.
0%
▲ 5.96%
1
Open
Feb 05, 2025
CGC
Canopy Growth
0%
▼ 32.41%
1
Open
Feb 05, 2025
CAD
Colonial Coal International
0%
▲ 4.35%
1
Open
Feb 05, 2025
EQIX
Equinix
0%
▼ 0.49%
1
Open
Feb 05, 2025
NKE
Nike
0%
▲ 4.05%
1
Open
Feb 05, 2025
XRTX
XORTX Therapeutics Inc
0%
▲ 2.36%
1
Open
Feb 05, 2025
6060
ZhongAn Online P & C Insurance Co., Ltd
0%
▲ 25.63%
1
Open
Feb 05, 2025