Overall - New Portfolio

kelvin gogo

Overall
Individual Investor
Ranked #321,890 out of 757,311 TipRanks' Investors
Success Rate
50%
615 out of 1235
profitable transactions
Average Return
4.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.24%
6-Month Return▼ 3.12%
12-Month Return▲ 6.02%
YTD Return▼ 1.26%
Total Return▼ 17.36%

Best Trade

Opened at
Closed at
Gain▲ 491.53%

Bio

Portfolio size of 200 - 250 stocks and select my picks from paid expert subscriptions. Recently purged all Chinese related stocks. I maintain a 15% exposure to Gold, with a leaning towards, Biotech, Tech and Financing. Going to give Bitcoin a look.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 8.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.53%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.73%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.41%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.76%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.16%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 8.66%
▲ 5.05%▲ 3.27%▲ 1.52%
▼ 12.40%▼ 4.03%▼ 11.26%
▲ 11.46%▲ 5.06%▲ 5.53%
▼ 2.25%▲ 3.53%▲ 0.73%
▲ 25.76%▲ 1.21%▲ 6.41%
▼ 4.21%▲ 2.34%▼ 3.76%
▲ 2.65%▼ 0.40%▼ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sea
▼ 17.11%
6
Close
Feb 14, 2024
Profire Energy
▼ 31.68%
2
Close
Feb 14, 2024
Yalla Group
▼ 18.31%
2
Close
Feb 14, 2024
Allbirds
▼ 22.40%
2
Close
Feb 14, 2024
Applied Optoelectronics
0%
▼ 36.40%
1
Open
Feb 14, 2024
BWX Technologies
0%
▲ 12.71%
1
Open
Feb 14, 2024
Opera
0%
▲ 30.35%
1
Open
Feb 14, 2024
Upwork
0%
▼ 31.50%
1
Open
Feb 14, 2024
Vertiv Holdings
0%
▲ 35.05%
1
Open
Feb 14, 2024
Aurora Innovation
0%
▲ 44.07%
1
Open
Feb 14, 2024
Liberty Oilfield Services
▲ 50.65%
2
Close
Jan 27, 2024
Forge Global Holdings
▼ 47.67%
2
Close
Jan 27, 2024
Inter & Company Incorporation Class A
▼ 9.27%
2
Close
Jan 27, 2024
Applied Therapeutics
0%
▲ 161.67%
1
Open
Jan 27, 2024
Couchbase
0%
▼ 43.69%
1
Open
Jan 27, 2024
Denison Mines
0%
▼ 22.05%
1
Open
Jan 27, 2024
iShares Biotechnology ETF
0%
▲ 7.39%
1
Open
Jan 27, 2024
Savara
0%
▼ 11.02%
1
Open
Jan 27, 2024
WisdomTree Cybersecurity Fund
0%
▼ 8.23%
1
Open
Jan 27, 2024
Sprinklr
0%
▼ 39.92%
1
Open
Jan 27, 2024