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New Portfolio Apr 2022 - New Portfolio

A1

New Portfolio Apr 2022
Individual Investor
Ranked #374,088 out of 793,835 TipRanks' Investors
Success Rate
44%
15 out of 34
profitable transactions
Average Return
6.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.16%
6-Month Return▲ 3.46%
12-Month Return▲ 1.41%
YTD Return▼ 8.03%
Total Return▲ 26.50%

Best Trade

Opened at
Closed at-
Gain▲ 81.90%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 13.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.18%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 8.10%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 20.01%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 13.29%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 1.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.27%
Feb 2025
▼ 1.65%
▼ 6.20%
▲ 2.16%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 13.78%
▲ 2.93%▲ 2.10%▼ 0.18%
▲ 10.00%▼ 0.89%▲ 8.10%
▲ 26.01%▲ 5.96%▲ 20.01%
▲ 5.33%▼ 2.41%▼ 13.29%
▲ 5.89%▲ 2.69%▼ 1.86%
▼ 12.86%▼ 1.27%▼ 8.27%
▼ 1.65%▼ 6.20%▲ 2.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
▼ 36.40%
3
Close
Mar 27, 2025
UnitedHealth
▼ 0.77%
2
Close
Mar 26, 2025
GameStop
4.14%
▼ 23.38%
1
Open
Mar 26, 2025
KLA
3.21%
▼ 4.53%
1
Open
Mar 26, 2025
IShares Bitcoin Trust Registered
3.76%
▼ 3.29%
1
Open
Mar 26, 2025
Caterpillar
0%
▲ 48.11%
3
Sell
Mar 15, 2025
Coca-Cola
0%
▲ 27.99%
3
Sell
Mar 15, 2025
Microsoft
0%
▲ 35.70%
4
Sell
Mar 15, 2025
Vanguard Mid-Cap Value ETF
0%
▲ 11.44%
2
Sell
Mar 15, 2025
Marathon Digital Holdings
3.56%
▼ 12.09%
3
Buy
Mar 15, 2025
Starbucks
0%
▲ 32.43%
3
Sell
Mar 15, 2025
Strategy
27.55%
▼ 0.86%
2
Buy
Mar 15, 2025
Semler Scientific
7.02%
▲ 2.30%
1
Open
Mar 15, 2025
Arista Networks
2.97%
▼ 8.40%
1
Open
Mar 15, 2025
Meta Platforms
2.75%
▼ 4.66%
1
Open
Mar 15, 2025
Danaher
1.96%
▼ 16.07%
2
Sell
Dec 31, 2024
Riot Platforms
5.82%
▼ 22.63%
3
Sell
Dec 31, 2024
Travelers Companies
0%
▲ 56.54%
2
Sell
May 09, 2024
Apple
0%
▲ 32.41%
2
Sell
Apr 19, 2024
Vanguard S&P 500 ETF
2.43%
▲ 30.83%
2
Sell
Apr 19, 2024