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New Portfolio - New Portfolio

Erik J.

New Portfolio
Individual Investor
Ranked #368,857 out of 769,291 TipRanks' Investors
Success Rate
50%
27 out of 54
profitable transactions
Average Return
6.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.32%
6-Month Return▲ 4.94%
12-Month Return▲ 20.41%
YTD Return▲ 16.35%
Total Return▲ 22.70%

Best Trade

Opened at
Closed at-
Gain▲ 192.05%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▲ 1.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.77%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.28%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.84%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.24%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.87%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 3.11%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 1.33%
▲ 11.46%▲ 5.06%▲ 3.90%
▼ 2.25%▲ 3.53%▲ 6.77%
▲ 25.72%▲ 1.21%▼ 0.28%
▼ 4.22%▲ 2.34%▼ 2.84%
▲ 7.82%▲ 2.10%▲ 4.24%
▲ 5.70%▼ 0.89%▼ 3.87%
▲ 37.60%▲ 4.40%▲ 3.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Group
2.33%
▲ 13.85%
1
Open
Oct 27, 2024
Spotify Technology SA
2.33%
▲ 22.46%
1
Open
Oct 27, 2024
Marvel Discovery Corp
▼ 34.78%
2
Close
Oct 03, 2024
Marvell
2.33%
▲ 28.76%
1
Open
Oct 03, 2024
AGNC Investment
2.33%
▼ 6.09%
1
Open
Sep 30, 2024
Annaly Capital
2.33%
▼ 1.44%
1
Open
Sep 30, 2024
Yatra Online
▲ 7.50%
2
Close
Sep 25, 2024
SAP AG
2.33%
▲ 13.19%
1
Open
Aug 09, 2024
Micron
2.33%
▲ 10.52%
1
Open
Aug 09, 2024
Uber Technologies
2.33%
▲ 1.60%
1
Open
Aug 09, 2024
Deutsche Lufthansa AG
2.33%
▲ 4.77%
1
Open
Aug 09, 2024
Roche Holding
2.33%
▼ 12.17%
1
Open
Aug 09, 2024
Eli Lilly & Co
2.33%
▼ 15.64%
1
Open
Aug 09, 2024
Global X Blockchain & Bitcoin Strategy ETF
2.33%
▲ 55.20%
1
Open
Aug 09, 2024
Allianz
2.33%
▲ 13.76%
1
Open
Aug 09, 2024
Berkshire Hathaway B
2.33%
▲ 9.36%
1
Open
Aug 09, 2024
Global X Hydrogen ETF
2.33%
▼ 5.58%
1
Open
Aug 09, 2024
RWE AG
2.33%
▼ 8.07%
1
Open
Jun 23, 2024
freenet
2.33%
▲ 12.63%
1
Open
Jun 23, 2024
Novonesis
2.33%
▼ 6.90%
1
Open
Jun 22, 2024