tiprankstipranks

New Portfolio - New Portfolio

Rick F

New Portfolio
Individual Investor
Ranked #157,770 out of 770,014 TipRanks' Investors
Success Rate
60%
66 out of 110
profitable transactions
Average Return
13.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return▲ 13.50%
12-Month Return▲ 31.59%
YTD Return▲ 20.96%
Total Return▲ 55.76%

Best Trade

Opened at
Closed at-
Gain▲ 263.02%

Bio

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

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.02%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.98%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.50%
▲ 11.46%▲ 5.06%▲ 1.16%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 25.72%▲ 1.21%▲ 1.60%
▼ 4.22%▲ 2.34%▲ 3.70%
▲ 7.82%▲ 2.10%▲ 3.02%
▲ 5.70%▼ 0.89%▲ 0.98%
▲ 31.73%▲ 4.73%▲ 3.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Airbnb
3.23%
▼ 4.27%
1
Open
Jul 14, 2024
Canadian Utilities A
2.93%
▲ 19.93%
1
Open
Jul 14, 2024
Intuitive Surgical
3.14%
▲ 22.71%
1
Open
Jul 14, 2024
Lululemon Athletica
2.77%
▲ 15.16%
1
Open
Jul 14, 2024
Open Text
2.61%
▼ 1.64%
1
Open
Jul 14, 2024
S&P Global
3.02%
▲ 8.06%
1
Open
Jul 14, 2024
Taiwan Semiconductor Manufacturing
2.13%
▲ 0.22%
1
Open
Jul 14, 2024
Home Depot
2.98%
▲ 50.04%
2
Buy
Jun 23, 2024
MP Materials
▼ 59.14%
2
Close
Jun 23, 2024
Cardinal Health
1.21%
▲ 86.06%
2
Buy
Jun 23, 2024
Cboe Global Markets
1.89%
▲ 84.89%
2
Buy
Jun 23, 2024
Nestle SA Reg
1.48%
▼ 20.57%
2
Buy
Jun 23, 2024
VanEck Rare Earth/Strategic Metals ETF
▼ 28.11%
2
Close
Jun 23, 2024
Digital Realty
2.25%
▲ 45.94%
2
Buy
Jun 23, 2024
Bicycle Therapeutics
2.36%
▲ 2.26%
2
Buy
Jun 23, 2024
Booz Allen
1.72%
▲ 36.56%
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
3.8%
▼ 22.51%
4
Open
Jun 23, 2024