tiprankstipranks

Individual - New Portfolio

Leon Venter

Individual
Individual Investor
Ranked #417,626 out of 783,334 TipRanks' Investors
Success Rate
50%
122 out of 246
profitable transactions
Average Return
0.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.98%
6-Month Return▲ 22.56%
12-Month Return▲ 50.90%
YTD Return▲ 2.01%
Total Return▲ 111.29%

Best Trade

Opened at
Closed at-
Gain▲ 154.42%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.67%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 4.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 12.44%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.90%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 11.68%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.89%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 2.01%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.67%
▲ 8.13%▲ 1.21%▲ 2.43%
▼ 13.14%▲ 2.34%▼ 4.39%
▲ 2.93%▲ 2.10%▲ 12.44%
▲ 9.99%▼ 0.89%▲ 2.90%
▲ 26.04%▲ 5.96%▲ 11.68%
▲ 5.93%▼ 2.41%▼ 4.89%
▲ 2.91%▲ 3.15%▲ 2.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
3.65%
▼ 1.13%
2
Sell
Sep 27, 2024
Costco
6.52%
▲ 3.02%
3
Buy
Sep 13, 2024
Micron
▼ 7.32%
5
Sell
Sep 11, 2024
Nvidia
▼ 7.71%
10
Sell
Sep 08, 2024
Palantir Technologies
6.48%
▲ 154.42%
1
Buy
Aug 30, 2024
Intuitive Surgical
▼ 0.14%
6
Close
Aug 27, 2024
Viant Technology
▲ 6.94%
2
Close
Aug 27, 2024
Tyler Technologies
▲ 17.04%
2
Sell
Aug 27, 2024
Hims & Hers Health
▲ 7.24%
2
Close
Aug 27, 2024
Sprouts Farmers
7.33%
▲ 53.83%
1
Buy
Aug 26, 2024
PDD Holdings
1.55%
▼ 15.31%
3
Sell
Aug 23, 2024
IES Holdings
3.74%
▲ 12.30%
1
Buy
Aug 23, 2024
Mercury General
4.3%
▼ 21.32%
1
Buy
Aug 23, 2024
Cirrus Logic
▲ 6.21%
2
Sell
Aug 21, 2024
Alphabet Class A
▼ 5.19%
8
Sell
Aug 08, 2024
Star Bulk Carriers
▼ 35.30%
2
Close
Aug 08, 2024
Analog Devices
▼ 13.13%
2
Sell
Aug 08, 2024
ABM Industries
▲ 8.54%
2
Close
Aug 01, 2024
Ultra Clean Holdings
▼ 11.71%
2
Close
Aug 01, 2024
SilverCrest Metals
▲ 7.02%
2
Close
Aug 01, 2024