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****0240 - New Portfolio
Genius Investor
****0240Individual Investor
Ranked #299,896 out of 766,001 TipRanks' Investors
Success Rate
20 out of 36
profitable transactions
profitable transactions
Average Return
12.25%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.61%
6-Month Return▲ 10.47%
12-Month Return▲ 35.62%
YTD Return▲ 20.57%
Total Return▲ 41.34%
Best Trade
Bio
Tech based, market tracker, looking to expand into energy and oil as well.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.18%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 6.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.06%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.75%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 7.93%
Nov 2024
▼ 12.40%▼ 4.03%▼ 0.09%
▲ 11.46%▲ 5.06%▲ 0.26%
▼ 2.25%▲ 3.53%▲ 1.18%
▲ 25.72%▲ 1.21%▲ 2.52%
▼ 4.22%▲ 2.34%▼ 6.23%
▲ 7.82%▲ 2.10%▲ 2.06%
▲ 6.02%▼ 0.89%▲ 1.75%
▲ 5.59%▲ 5.20%▲ 7.93%
Recent Activity
Amazon
17.27%
▲ 18.65%
1
Buy
Aug 28, 2024
Valero Energy
12.14%
▲ 21.62%
6
Sell
Aug 14, 2024
Alphabet Class A
18.52%
▲ 68.10%
4
Buy
Aug 05, 2024
Delta Air Lines
―
▲ 5.10%
4
Close
Aug 05, 2024
Walt Disney
16.51%
▼ 8.87%
2
Buy
Aug 05, 2024
Lockheed Martin
11.79%
▲ 22.20%
2
Buy
Aug 05, 2024
Tesla
19.99%
▲ 43.00%
2
Buy
Jan 30, 2024
Triumph Financial
―
▲ 54.35%
3
Close
Jan 05, 2024
Livent
―
▼ 37.29%
2
Close
Apr 25, 2023
Apple
―
▼ 5.17%
5
Close
Sep 08, 2022
Vanguard S&P 500 ETF
―
▼ 11.60%
4
Close
Sep 08, 2022
Vanguard Information Technology ETF
―
▼ 6.32%
3
Sell
Sep 08, 2022
Vanguard Consumer Discretionary ETF
―
▲ 0.11%
3
Sell
Sep 08, 2022
Meta Platforms
―
▼ 5.69%
2
Sell
Sep 08, 2022
Invesco QQQ Trust
―
▼ 8.41%
2
Sell
Sep 08, 2022
Petroleo Brasileiro SA- Petrobras
―
▼ 6.37%
2
Close
Sep 08, 2022
Walmart
―
▼ 2.52%
2
Close
Aug 26, 2022
Syros Pharmaceuticals
―
▲ 6.59%
2
Close
Aug 26, 2022