FDN 25 QQQ 20 TLT 40 IAU 15 - New Portfolio

Emir Kefelioglu

FDN 25 QQQ 20 TLT 40 IAU 15
Individual Investor
Ranked #48,844 out of 766,394 TipRanks' Investors
Success Rate
82%
62 out of 76
profitable transactions
Average Return
7.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.65%
6-Month Return▲ 11.08%
12-Month Return▲ 38.00%
YTD Return▲ 23.13%
Total Return▲ 34.58%

Best Trade

Opened at
Closed at
Gain▲ 69.97%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.25%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.73%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.05%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.70%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 6.49%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.89%
▲ 11.46%▲ 5.06%▲ 2.25%
▼ 2.25%▲ 3.53%▲ 4.73%
▲ 25.72%▲ 1.21%▲ 1.05%
▼ 4.22%▲ 2.34%▲ 1.12%
▲ 7.82%▲ 2.10%▲ 1.70%
▲ 6.02%▼ 0.89%▼ 1.75%
▲ 22.71%▲ 5.30%▲ 6.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gitlab
▲ 6.17%
3
Close
Nov 08, 2024
Broadcom
▲ 8.00%
2
Close
Nov 08, 2024
Salesforce
▲ 2.64%
3
Close
Nov 06, 2024
Microsoft
10.3%
▲ 1.90%
6
Buy
Oct 31, 2024
Vanguard S&P 500 ETF
39.73%
▲ 14.92%
14
Buy
Oct 31, 2024
Mercedes-Benz Group
▼ 9.91%
2
Close
Oct 27, 2024
Nvidia
▲ 18.24%
4
Close
Oct 17, 2024
Marvell
▲ 5.55%
2
Close
Oct 15, 2024
Apple
▲ 19.66%
3
Close
Sep 24, 2024
Integral Ad Science
▲ 12.36%
4
Close
Sep 17, 2024
Adobe
▲ 2.11%
2
Close
Sep 17, 2024
National Grid
▲ 13.19%
3
Close
Sep 09, 2024
Vanguard Russell 2000 ETF
13.67%
▲ 10.76%
3
Buy
Jul 18, 2024
Amazon
14.93%
▲ 13.21%
5
Buy
Jul 05, 2024
Micron
1.32%
▲ 0.69%
3
Open
Jun 26, 2024
iShares 20+ Year Treasury Bond ETF
▼ 17.84%
3
Close
Jun 20, 2024
Vanguard High Dividend Yield Index ETF
1.67%
▲ 13.10%
1
Open
Jun 10, 2024
iShares MSCI USA Quality Factor ETF
2.91%
▲ 9.69%
1
Open
Jun 10, 2024
Take-Two
▲ 12.06%
2
Close
Jun 06, 2024
Wix
▲ 20.97%
3
Close
May 20, 2024