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New Portfolio - New Portfolio

Erik J.

New Portfolio
Individual Investor
Ranked #185,543 out of 793,101 TipRanks' Investors
Success Rate
61%
33 out of 54
profitable transactions
Average Return
13.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.41%
6-Month Return▲ 6.52%
12-Month Return▲ 21.38%
YTD Return▲ 7.88%
Total Return▲ 31.64%

Best Trade

Opened at
Closed at-
Gain▲ 360.50%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.02%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.35%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.05%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 5.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.44%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 0.30%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.54%
▲ 2.93%▲ 2.10%▲ 3.82%
▲ 10.00%▼ 0.89%▼ 4.02%
▲ 26.01%▲ 5.96%▲ 6.35%
▲ 5.34%▼ 2.41%▼ 3.05%
▲ 5.88%▲ 2.69%▲ 5.63%
▼ 12.86%▼ 1.27%▲ 2.44%
▲ 7.47%▼ 3.09%▼ 0.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.33%
▲ 11.90%
1
Open
Oct 27, 2024
Spotify
2.33%
▲ 57.33%
1
Open
Oct 27, 2024
Marvel Discovery Corp
▼ 34.78%
2
Close
Oct 03, 2024
Marvell
2.33%
▲ 0.86%
1
Open
Oct 03, 2024
AGNC Investment
2.33%
▲ 3.00%
1
Open
Sep 30, 2024
Annaly Capital
2.33%
▲ 11.55%
1
Open
Sep 30, 2024
Yatra Online
▲ 7.50%
2
Close
Sep 25, 2024
SAP AG
2.33%
▲ 32.23%
1
Open
Aug 09, 2024
Micron
2.33%
▲ 4.40%
1
Open
Aug 09, 2024
Uber Technologies
2.33%
▲ 11.63%
1
Open
Aug 09, 2024
Deutsche Lufthansa AG
2.33%
▲ 29.36%
1
Open
Aug 09, 2024
Roche Holding
2.33%
▲ 8.76%
1
Open
Aug 09, 2024
Eli Lilly & Co
2.33%
▼ 2.54%
1
Open
Aug 09, 2024
Global X Blockchain & Bitcoin Strategy ETF
2.33%
▲ 19.57%
1
Open
Aug 09, 2024
Allianz
2.33%
▲ 37.48%
1
Open
Aug 09, 2024
Berkshire Hathaway B
2.33%
▲ 21.82%
1
Open
Aug 09, 2024
Global X Hydrogen ETF
2.33%
▼ 21.66%
1
Open
Aug 09, 2024
RWE AG
2.33%
▼ 2.66%
1
Open
Jun 23, 2024
freenet
2.33%
▲ 38.67%
1
Open
Jun 23, 2024
Novonesis
2.33%
▼ 7.30%
1
Open
Jun 22, 2024