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New Portfolio - New Portfolio

PerformancePortfolio Details

Yaron

New Portfolio
Individual Investor
Ranked #32,116 out of 783,334 TipRanks' Investors
Success Rate
74%
442 out of 598
profitable transactions
Average Return
26.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.23%
6-Month Return▲ 6.98%
12-Month Return▲ 20.61%
YTD Return▲ 2.28%
Total Return▲ 70.91%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 548.08%

Bio

Looking for: growth, stability and dividends

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.94%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.88%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.77%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.07%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.77%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 2.28%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.94%
▲ 8.13%▲ 1.21%▲ 3.88%
▼ 13.14%▲ 2.34%▲ 2.91%
▲ 2.93%▲ 2.10%▲ 1.18%
▲ 9.99%▼ 0.89%▼ 0.77%
▲ 26.04%▲ 5.96%▲ 3.07%
▲ 5.93%▼ 2.41%▼ 2.77%
▲ 2.91%▲ 3.15%▲ 2.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JEPI
JPMorgan Equity Premium Income ETF
6.92%
▲ 8.93%
55
Buy
Jan 27, 2025
IBIT
IShares Bitcoin Trust Registered
0.52%
▲ 18.10%
5
Buy
Jan 06, 2025
QTUM
Defiance Quantum ETF
0.33%
▼ 0.70%
4
Buy
Jan 06, 2025
TGT
Target
―
▼ 23.16%
15
Close
Dec 04, 2024
SPY
SPDR S&P 500 ETF Trust
2.77%
▲ 29.59%
9
Buy
Dec 04, 2024
SCHD
Schwab US Dividend Equity ETF
3.63%
▲ 17.00%
34
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
2.99%
▲ 13.48%
18
Sell
Oct 24, 2024
CSCO
Cisco Systems
2.48%
▲ 31.77%
10
Sell
Oct 24, 2024
AVGO
Broadcom
20.09%
▲ 303.39%
23
Sell
Oct 24, 2024
AMGN
Amgen
2.9%
▲ 20.70%
16
Sell
Oct 24, 2024
PEP
PepsiCo
2.39%
▲ 10.27%
15
Open
Oct 24, 2024
QCOM
Qualcomm
4.74%
▲ 22.35%
11
Sell
Oct 24, 2024
BLK
BlackRock
4.35%
▲ 61.14%
11
Sell
Oct 24, 2024
PFE
Pfizer
―
▼ 23.51%
16
Close
Oct 24, 2024
NVDA
Nvidia
4.48%
▲ 84.37%
13
Sell
Oct 24, 2024
NTAP
NetApp
3.72%
▲ 80.20%
10
Sell
Oct 22, 2024
LOW
Lowe's
―
▲ 37.73%
8
Close
Oct 22, 2024
LMT
Lockheed Martin
3.47%
▲ 27.52%
13
Sell
Oct 22, 2024