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New Portfolio
- New Portfolio
Performance
Portfolio Details
Yaron
New Portfolio
Individual Investor
Ranked #29,880 out of 769,291 TipRanks' Investors
Success Rate
75%
435 out of 580
profitable transactions
Average Return
25.52%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 0.08%
6-Month Return
▲ 11.19%
12-Month Return
▲ 29.71%
YTD Return
▲ 21.88%
Total Return
▲ 68.78%
Best Trade
Asset
Broadcom (AVGO)
Opened at
Nov 03, 2020
Closed at
-
Gain
▲ 413.50%
Bio
Looking for: growth, stability and dividends
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
37.60%
0
-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.63%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.94%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.88%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.85%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 1.31%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 3.63%
▲ 11.46%
▲ 5.06%
▲ 4.69%
▼ 2.25%
▲ 3.53%
▲ 1.94%
▲ 25.72%
▲ 1.21%
▲ 3.88%
▼ 4.22%
▲ 2.34%
▲ 2.91%
▲ 7.82%
▲ 2.10%
▲ 1.18%
▲ 5.70%
▼ 0.89%
▼ 0.85%
▲ 37.60%
▲ 4.40%
▲ 1.31%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TGT
Target
0.68%
▼ 28.17%
13
Sell
Nov 21, 2024
SCHD
Schwab US Dividend Equity ETF
4.06%
▲ 20.56%
34
Buy
Nov 21, 2024
JEPI
JPMorgan Equity Premium Income ETF
6.73%
▲ 10.96%
47
Buy
Nov 21, 2024
IBIT
IShares Bitcoin Trust Registered
0.34%
▲ 30.55%
3
Buy
Nov 21, 2024
JNJ
Johnson & Johnson
―
▲ 0.99%
14
Close
Nov 12, 2024
ABT
Abbott Laboratories
―
▲ 10.44%
7
Close
Nov 12, 2024
KO
Coca-Cola
3.19%
▲ 15.16%
18
Sell
Oct 24, 2024
CSCO
Cisco Systems
2.54%
▲ 26.51%
10
Sell
Oct 24, 2024
AVGO
Broadcom
16.04%
▲ 219.63%
23
Sell
Oct 24, 2024
AMGN
Amgen
3.2%
▲ 24.22%
16
Sell
Oct 24, 2024
PEP
PepsiCo
2.73%
▲ 10.63%
15
Open
Oct 24, 2024
QCOM
Qualcomm
4.59%
▲ 10.19%
11
Sell
Oct 24, 2024
BLK
BlackRock
4.5%
▲ 56.60%
11
Sell
Oct 24, 2024
PFE
Pfizer
―
▼ 23.51%
16
Close
Oct 24, 2024
NVDA
Nvidia
5.55%
▲ 118.59%
13
Sell
Oct 24, 2024
NTAP
NetApp
3.92%
▲ 88.94%
10
Sell
Oct 22, 2024
LOW
Lowe's
―
▲ 37.73%
8
Close
Oct 22, 2024
LMT
Lockheed Martin
4.41%
▲ 51.18%
13
Sell
Oct 22, 2024
GD
General Dynamics
―
▲ 68.89%
11
Close
Oct 22, 2024
AAPL
Apple
0.87%
▲ 19.13%
7
Buy
Sep 06, 2024
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