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New Portfolio - New Portfolio

DanielSan

New Portfolio
Individual Investor
Ranked #553,214 out of 811,229 TipRanks' Investors
Success Rate
48%
89 out of 185
profitable transactions
Average Return
-3.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.07%
6-Month Return▲ 21.13%
12-Month Return▲ 39.61%
YTD Return▲ 17.55%
Total Return▲ 59.35%

Best Trade

Opened at
Closed at-
Gain▲ 491.08%

Bio

A mixed Portfolio with Dividend-Stock and growth Stocks.

Performance

29.14%0-29.14%
▲ 5.10%
▼ 2.41%
▼ 3.97%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 2.95%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.04%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.99%
Jun 2025
▲ 29.14%
▲ 2.30%
▲ 5.98%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.97%
▲ 6.03%▲ 2.69%▼ 2.95%
▼ 12.86%▼ 1.27%▲ 4.25%
▼ 1.80%▼ 5.57%▼ 0.26%
▲ 1.84%▼ 0.87%▼ 0.30%
▲ 12.20%▲ 6.28%▲ 3.04%
▲ 6.24%▲ 5.14%▲ 6.99%
▲ 29.14%▲ 2.30%▲ 5.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
0%
▲ 41.49%
3
Open
Jul 31, 2025
SNDL
▼ 88.64%
3
Close
Jul 31, 2025
PayPal Holdings
0%
▼ 1.36%
1
Open
Jul 30, 2025
Amazon
0%
▲ 1.34%
1
Open
Jul 29, 2025
The Estée Lauder Companies
0%
▲ 2.12%
1
Open
Jul 29, 2025
Meta Platforms
0%
▲ 10.49%
1
Open
Jul 29, 2025
Adobe
0%
▼ 3.51%
1
Open
Jul 29, 2025
Tencent Holdings
▼ 8.23%
5
Close
May 15, 2025
Air Lease
▼ 0.82%
3
Close
Mar 19, 2025
Sovereign Metals Limited
0%
▼ 8.92%
1
Open
Feb 06, 2025
Vital Metals Ltd
0%
▲ 75.00%
1
Open
Feb 06, 2025
Vulcan Energy Resources Ltd.
0%
▼ 12.08%
1
Open
Feb 06, 2025
AT&T
21.22%
▲ 45.51%
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
7.51%
▲ 71.03%
3
Buy
Feb 05, 2025
Advanced Micro Devices
0%
▲ 57.41%
1
Open
Feb 05, 2025
fuboTV
0%
▼ 10.76%
1
Open
Feb 05, 2025
Honest Company
0%
▼ 26.48%
1
Open
Feb 05, 2025