New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #21,812 out of 766,001 TipRanks' Investors
Success Rate
73%
108 out of 148
profitable transactions
Average Return
42.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.25%
6-Month Return▲ 25.98%
12-Month Return▲ 50.51%
YTD Return▲ 38.80%
Total Return▲ 287.80%

Best Trade

Opened at
Closed at-
Gain▲ 739.71%

Bio

NA

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.84%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.76%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.71%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 3.00%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 6.54%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.21%
▲ 11.46%▲ 5.06%▲ 8.40%
▼ 2.25%▲ 3.53%▲ 6.84%
▲ 25.72%▲ 1.21%▲ 0.76%
▼ 4.22%▲ 2.34%▲ 0.71%
▲ 7.82%▲ 2.10%▲ 1.93%
▲ 6.02%▼ 0.89%▲ 3.00%
▲ 5.59%▲ 5.20%▲ 6.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microstrategy
0%
▲ 62.32%
5
Buy
Oct 20, 2024
Broadcom
0%
▲ 12.52%
3
Sell
Oct 13, 2024
Super Micro Computer
▼ 55.92%
6
Close
Sep 01, 2024
Palo Alto Networks
0%
▲ 55.66%
8
Sell
Aug 25, 2024
International Business Machines
▲ 6.79%
4
Close
Aug 25, 2024
Eaton
2.67%
▲ 20.71%
3
Buy
Aug 11, 2024
Gilead Sciences
0%
▲ 37.80%
2
Sell
Aug 11, 2024
3M
0.65%
▲ 9.49%
1
Open
Aug 11, 2024
Vanguard Russell 2000 ETF
0%
▲ 23.05%
3
Sell
Jun 23, 2024
Nvidia
41.27%
▲ 336.85%
12
Sell
Jun 22, 2024
Apple
6.29%
▲ 71.67%
16
Buy
Jun 22, 2024
Amazon
1.72%
▲ 21.31%
3
Buy
Jun 22, 2024
Honeywell International
▼ 2.64%
2
Close
May 05, 2024
ARM Holdings PLC ADR
▼ 8.04%
2
Close
Apr 01, 2024
Vanguard 500 Index Fd Admiral Shs
14%
▲ 61.91%
7
Buy
Mar 03, 2024
Morgan Stanley
▼ 3.06%
3
Close
Mar 03, 2024
Eli Lilly & Co
4.04%
▲ 34.21%
3
Sell
Mar 03, 2024
Vanguard Health Care ETF
2.02%
▲ 7.38%
2
Buy
Mar 03, 2024
Vanguard Growth ETF
1.98%
▲ 19.76%
1
Open
Mar 03, 2024
Stanley Black & Decker
▼ 4.93%
3
Close
Feb 04, 2024