Smart Portfolio - New Portfolio

Willy Morel

Smart Portfolio
Individual Investor
Ranked #469,063 out of 757,311 TipRanks' Investors
Success Rate
48%
281 out of 582
profitable transactions
Average Return
-3.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.05%
6-Month Return▲ 30.59%
12-Month Return▲ 48.33%
YTD Return▲ 27.21%
Total Return▼ 28.29%

Best Trade

Opened at
Closed at-
Gain▲ 190.47%

Bio

I started investing at an early age and believe that patience and persistence are the keys to success. As an entrepreneur, I plan to continue in the investment field.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 20.80%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.78%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.12%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 6.33%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 20.20%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.18%
▲ 5.05%▲ 3.27%▼ 2.74%
▼ 12.40%▼ 4.03%▼ 8.57%
▲ 11.46%▲ 5.06%▲ 20.80%
▼ 2.25%▲ 3.53%▼ 5.78%
▲ 25.76%▲ 1.21%▼ 1.12%
▼ 4.21%▲ 2.34%▲ 6.33%
▲ 2.65%▼ 0.40%▲ 20.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nio
▼ 1.67%
9
Close
Jul 14, 2024
AMC Entertainment
▲ 43.28%
2
Close
Jul 14, 2024
Li Auto
▲ 23.46%
4
Close
Mar 28, 2024
Magnite
▼ 11.97%
6
Close
Mar 28, 2024
Victoria's Secret
11.25%
▲ 3.25%
8
Open
Mar 28, 2024
Children's Place
6.37%
▲ 18.46%
3
Open
Mar 28, 2024
Petco Health and Wellness Company
▼ 6.55%
4
Close
Mar 27, 2024
Alibaba
▼ 8.55%
6
Close
Mar 15, 2024
Marathon Digital Holdings
▼ 12.31%
3
Close
Mar 15, 2024
Vale SA
▼ 15.64%
4
Close
Mar 15, 2024
Solo Brands Inc Class A
▼ 27.05%
3
Close
Mar 15, 2024
Rivian Automotive
▼ 31.17%
2
Close
Mar 15, 2024
Integral Ad Science
▼ 6.39%
2
Close
Mar 15, 2024
CrowdStrike Holdings
▲ 3.99%
20
Close
Mar 06, 2024
B2Gold
▼ 0.78%
4
Close
Mar 06, 2024
Okta
▼ 13.36%
3
Close
Feb 29, 2024
Aurinia Pharmaceuticals
17.81%
▲ 11.43%
3
Open
Feb 27, 2024
Marathon Oil
▲ 2.80%
2
Close
Feb 27, 2024
Novavax
▼ 21.64%
16
Close
Jan 22, 2024
AbbVie
▲ 1.75%
15
Close
Jan 22, 2024