New Portfolio - New Portfolio

Yaron

New Portfolio
Individual Investor
Ranked #27,029 out of 766,394 TipRanks' Investors
Success Rate
76%
440 out of 578
profitable transactions
Average Return
26.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.57%
6-Month Return▲ 13.23%
12-Month Return▲ 35.40%
YTD Return▲ 23.36%
Total Return▲ 70.83%

Best Trade

Opened at
Closed at-
Gain▲ 460.39%

Bio

Looking for: growth, stability and dividends

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 0.95%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 2.64%
Nov 2024
TipRanks AverageS&P 500Investor 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%
▲ 6.02%▼ 0.89%▼ 0.95%
▲ 22.71%▲ 5.30%▲ 2.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
2.96%
▲ 14.44%
18
Sell
Oct 24, 2024
Cisco Systems
2.39%
▲ 28.86%
10
Sell
Oct 24, 2024
Broadcom
16.13%
▲ 248.81%
23
Sell
Oct 24, 2024
Amgen
3.04%
▲ 36.80%
16
Sell
Oct 24, 2024
PepsiCo
2.59%
▲ 10.79%
15
Open
Oct 24, 2024
Qualcomm
4.49%
▲ 19.28%
11
Sell
Oct 24, 2024
BlackRock
4.22%
▲ 60.53%
11
Sell
Oct 24, 2024
Pfizer
▼ 23.51%
16
Close
Oct 24, 2024
Nvidia
5.43%
▲ 116.49%
13
Sell
Oct 24, 2024
NetApp
3.63%
▲ 81.85%
10
Sell
Oct 22, 2024
Lowe's
▲ 37.73%
8
Close
Oct 22, 2024
Lockheed Martin
4.32%
▲ 59.15%
13
Sell
Oct 22, 2024
General Dynamics
▲ 68.89%
11
Close
Oct 22, 2024
JPMorgan Equity Premium Income ETF
6.1%
▲ 11.50%
45
Buy
Oct 21, 2024
IShares Bitcoin Trust Registered
0.13%
▲ 37.47%
1
Open
Oct 07, 2024
Schwab US Dividend Equity ETF
3.66%
▲ 21.31%
33
Buy
Oct 01, 2024
Apple
0.8%
▲ 16.89%
7
Buy
Sep 06, 2024
PNC Financial
3.22%
▲ 47.64%
18
Buy
Aug 28, 2024
JPMorgan Chase & Co.
2.19%
▲ 70.43%
16
Buy
Aug 16, 2024
SPDR S&P 500 ETF Trust
2.43%
▲ 32.24%
8
Buy
Aug 08, 2024