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New Portfolio - New Portfolio

PerformancePortfolio Details

Nick

New Portfolio
Individual Investor
Ranked #163,996 out of 781,066 TipRanks' Investors
Success Rate
53%
39 out of 74
profitable transactions
Average Return
29.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.82%
6-Month Return▲ 14.06%
12-Month Return▲ 33.59%
YTD Return▼ 2.99%
Total Return▲ 24.41%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 714.56%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.07%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.64%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.88%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.57%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.37%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.71%
Dec 2024
▲ 9.79%
▲ 0.95%
▼ 2.99%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 3.07%
▲ 8.13%▲ 1.21%▲ 7.64%
▼ 13.14%▲ 2.34%▼ 1.39%
▲ 2.93%▲ 2.10%▲ 2.88%
▲ 10.00%▼ 0.89%▲ 4.57%
▲ 26.04%▲ 5.96%▲ 10.37%
▲ 5.93%▼ 2.41%▼ 0.71%
▲ 9.79%▲ 0.95%▼ 2.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
―
▲ 694.57%
3
Close
Oct 14, 2024
UPST
Upstart Holdings
1.24%
▲ 16.44%
1
Open
Oct 14, 2024
QSG
Quantasing Group Ltd. ADR
8.32%
▼ 3.94%
2
Buy
Oct 09, 2024
HRTG
Heritage Insurance Holdings
―
▲ 144.31%
2
Close
Sep 30, 2024
AENT
Alliance Entertainment Holding
14.28%
▲ 196.42%
3
Buy
Sep 26, 2024
JKS
JinkoSolar
4.17%
▲ 14.87%
1
Open
Sep 10, 2024
ACIC
American Coastal Insurance
5.95%
▲ 14.35%
2
Buy
Sep 04, 2024
CHPT
ChargePoint Holdings
0.64%
▼ 59.66%
6
Buy
Aug 13, 2024
DIS
Walt Disney
5.04%
▼ 1.26%
4
Buy
Aug 13, 2024
SOFI
SoFi Technologies
19.43%
▲ 123.72%
5
Buy
Aug 13, 2024
SNAP
Snap
1.07%
▲ 1.28%
2
Buy
Aug 13, 2024
SFTBY
Softbank
3.48%
▲ 12.37%
1
Open
Aug 07, 2024
ENPH
Enphase Energy
2.75%
▼ 53.93%
4
Buy
Aug 05, 2024
UNH
UnitedHealth
―
▲ 6.63%
7
Close
Aug 05, 2024
F
Ford Motor
1%
▲ 7.93%
1
Open
Aug 05, 2024
SNOW
Snowflake
16.76%
▲ 16.18%
4
Buy
Aug 02, 2024
EDSA
Edesa Biotech
0.33%
▼ 76.64%
2
Buy
Aug 02, 2024
STLA
Stellantis
6.32%
▼ 20.15%
1
Open
Aug 02, 2024
SMAR
Smartsheet
2.77%
▲ 41.08%
1
Open
Aug 25, 2023
MKULQ
Molekule Group
―
▲ 52.92%
5
Close
Jan 20, 2023