tiprankstipranks

New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #27,080 out of 783,334 TipRanks' Investors
Success Rate
71%
106 out of 149
profitable transactions
Average Return
39.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.69%
6-Month Return▲ 16.71%
12-Month Return▲ 34.57%
YTD Return▼ 0.68%
Total Return▲ 287.51%

Best Trade

Opened at
Closed at-
Gain▲ 603.64%

Bio

NA

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.84%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.76%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.68%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.74%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.36%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.70%
Dec 2024
▲ 2.91%
▲ 3.15%
▼ 0.68%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.84%
▲ 8.13%▲ 1.21%▲ 0.76%
▼ 13.14%▲ 2.34%▲ 0.68%
▲ 2.93%▲ 2.10%▲ 1.93%
▲ 9.99%▼ 0.89%▲ 2.74%
▲ 26.04%▲ 5.96%▲ 9.36%
▲ 5.93%▼ 2.41%▼ 1.70%
▲ 2.91%▲ 3.15%▼ 0.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
14.49%
▲ 15.04%
4
Buy
Jan 12, 2025
Gilead Sciences
▲ 29.43%
3
Close
Jan 12, 2025
Microstrategy
0%
▲ 104.83%
5
Buy
Oct 20, 2024
Super Micro Computer
▼ 55.92%
6
Close
Sep 01, 2024
Palo Alto Networks
0%
▲ 47.48%
8
Sell
Aug 25, 2024
International Business Machines
▲ 6.79%
4
Close
Aug 25, 2024
Eaton
2.16%
▲ 4.56%
3
Buy
Aug 11, 2024
3M
0.68%
▲ 24.16%
1
Open
Aug 11, 2024
Vanguard Russell 2000 ETF
0%
▲ 17.27%
3
Sell
Jun 23, 2024
Nvidia
31.14%
▲ 266.07%
12
Sell
Jun 22, 2024
Apple
6.05%
▲ 81.05%
16
Buy
Jun 22, 2024
Amazon
1.79%
▲ 38.14%
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
12.88%
▲ 63.55%
7
Buy
Mar 03, 2024
Morgan Stanley
▼ 3.06%
3
Close
Mar 03, 2024
Eli Lilly & Co
3.6%
▲ 30.00%
3
Sell
Mar 03, 2024
Vanguard Health Care ETF
1.81%
▲ 4.45%
2
Buy
Mar 03, 2024
Vanguard Growth ETF
1.87%
▲ 23.23%
1
Open
Mar 03, 2024
Stanley Black & Decker
▼ 4.93%
3
Close
Feb 04, 2024