tiprankstipranks

My Stocks - New Portfolio

Derek Z

My Stocks
Individual Investor
Ranked #376,542 out of 769,291 TipRanks' Investors
Success Rate
49%
109 out of 224
profitable transactions
Average Return
5.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.76%
6-Month Return▲ 13.48%
12-Month Return▲ 21.04%
YTD Return▲ 8.08%
Total Return▲ 30.53%

Best Trade

Opened at
Closed at
Gain▲ 196.68%

Bio

A long-term growth portfolio that balances high growth companies with blue-chip winners. I combine value and growth investing strategies for high returns without chasing unreasonable valuations.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 6.55%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.25%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.85%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.94%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.48%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.40%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 6.44%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.55%
▲ 11.46%▲ 5.06%▲ 0.25%
▼ 2.25%▲ 3.53%▲ 1.85%
▲ 25.72%▲ 1.21%▲ 1.94%
▼ 4.22%▲ 2.34%▲ 0.58%
▲ 7.82%▲ 2.10%▲ 0.48%
▲ 5.70%▼ 0.89%▲ 1.40%
▲ 37.60%▲ 4.40%▲ 6.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NICE
3.73%
▼ 7.33%
4
Buy
Aug 22, 2024
Humana
▼ 13.73%
7
Close
Aug 16, 2024
Salesforce
2.41%
▲ 20.42%
6
Open
Jun 12, 2024
Fiserv
3.13%
▲ 45.28%
2
Buy
Jun 11, 2024
Mercadolibre
5.66%
▲ 16.48%
2
Buy
Jun 10, 2024
BorgWarner
▼ 1.28%
8
Close
May 20, 2024
Adobe
2.17%
▼ 20.70%
5
Open
May 20, 2024
BioMarin Pharmaceutical
▼ 13.92%
6
Close
May 20, 2024
Expedia
5.74%
▲ 82.02%
4
Buy
May 20, 2024
Schlumberger
3.93%
▼ 5.81%
7
Buy
May 20, 2024
iShares 20+ Year Treasury Bond ETF
3.06%
▲ 6.52%
2
Buy
May 20, 2024
Arcadium Lithium Plc
2.01%
▲ 9.77%
1
Open
May 20, 2024
Nvidia
2%
▲ 54.77%
1
Open
May 20, 2024
Eastman Chemical
▲ 27.04%
3
Close
May 17, 2024
Chart Industries
4.41%
▲ 25.81%
3
Buy
May 17, 2024
Lear
▼ 7.29%
2
Close
May 17, 2024
Aptiv
▲ 0.26%
4
Close
May 17, 2024
PayPal Holdings
▼ 6.20%
4
Close
May 16, 2024
AstraZeneca
2.68%
▲ 1.97%
5
Buy
Feb 29, 2024
Air Products and Chemicals
2.81%
▲ 28.51%
6
Open
Feb 06, 2024