New Portfolio - New Portfolio

Rick F

New Portfolio
Individual Investor
Ranked #132,758 out of 757,311 TipRanks' Investors
Success Rate
60%
66 out of 110
profitable transactions
Average Return
10.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.31%
6-Month Return▲ 7.43%
12-Month Return▲ 25.09%
YTD Return▲ 13.62%
Total Return▲ 46.31%

Best Trade

Opened at
Closed at-
Gain▲ 310.54%

Bio

My investment portfolio - trying to balance long term growth with income and safety

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.11%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 1.36%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.36%
▲ 5.05%▲ 3.27%▲ 4.11%
▼ 12.40%▼ 4.03%▼ 4.50%
▲ 11.46%▲ 5.06%▲ 1.16%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 25.76%▲ 1.21%▲ 1.60%
▼ 4.21%▲ 2.34%▲ 3.70%
▲ 1.03%▼ 0.11%▲ 1.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Airbnb
3.06%
▼ 16.85%
1
Open
Jul 14, 2024
Canadian Utilities A
3.07%
▲ 19.32%
1
Open
Jul 14, 2024
Intuitive Surgical
2.91%
▲ 10.26%
1
Open
Jul 14, 2024
Lululemon Athletica
2.41%
▼ 4.77%
1
Open
Jul 14, 2024
Open Text
2.92%
▲ 3.37%
1
Open
Jul 14, 2024
S&P Global
3.12%
▲ 7.86%
1
Open
Jul 14, 2024
Taiwan Semiconductor Manufacturing
2.09%
▼ 9.42%
1
Open
Jul 14, 2024
Home Depot
2.78%
▲ 34.41%
2
Buy
Jun 23, 2024
MP Materials
▼ 59.14%
2
Close
Jun 23, 2024
Cardinal Health
1.12%
▲ 69.45%
2
Buy
Jun 23, 2024
Cboe Global Markets
1.84%
▲ 81.89%
2
Buy
Jun 23, 2024
Nestle SA Reg
1.8%
▼ 5.80%
2
Buy
Jun 23, 2024
VanEck Rare Earth/Strategic Metals ETF
▼ 28.11%
2
Close
Jun 23, 2024
Digital Realty
1.89%
▲ 19.77%
2
Buy
Jun 23, 2024
Bicycle Therapeutics
3.03%
▲ 24.86%
2
Buy
Jun 23, 2024
Booz Allen
1.86%
▲ 42.62%
2
Buy
Jun 23, 2024
Illumina
▼ 73.99%
2
Close
Jun 23, 2024
Schrodinger
▼ 75.83%
4
Close
Jun 23, 2024
Under Armour
▼ 66.81%
2
Close
Jun 23, 2024
Avidity Biosciences
4.07%
▼ 22.93%
4
Open
Jun 23, 2024