New Portfolio - New Portfolio

Eric

New Portfolio
Individual Investor
Ranked #104,880 out of 766,001 TipRanks' Investors
Success Rate
74%
39 out of 53
profitable transactions
Average Return
13.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.81%
6-Month Return▲ 18.30%
12-Month Return▲ 46.74%
YTD Return▲ 31.78%
Total Return▲ 27.18%

Best Trade

Opened at
Closed at-
Gain▲ 139.97%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.51%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 5.29%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.04%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.35%
▲ 11.46%▲ 5.06%▲ 4.13%
▼ 2.25%▲ 3.53%▲ 2.50%
▲ 25.72%▲ 1.21%▲ 0.51%
▼ 4.22%▲ 2.34%▲ 4.98%
▲ 7.82%▲ 2.10%▲ 0.85%
▲ 6.02%▼ 0.89%▲ 5.29%
▲ 5.59%▲ 5.20%▲ 3.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 17.51%
2
Close
May 29, 2024
Texas Pacific Land
14.83%
▲ 99.65%
3
Open
Apr 18, 2024
Corebridge Financial, Inc.
15.52%
▲ 59.79%
4
Buy
Apr 18, 2024
T Rowe Price
▲ 8.92%
4
Close
Apr 18, 2024
CME Group
12.18%
▲ 7.73%
3
Buy
Apr 18, 2024
Apple
▼ 2.92%
5
Close
Mar 27, 2024
Starbucks
▲ 5.69%
6
Close
Feb 29, 2024
First Citizens BancShares
▲ 11.35%
2
Close
Feb 29, 2024
Copart
10.1%
▲ 11.62%
2
Buy
Feb 29, 2024
Berkshire Hathaway B
13.34%
▲ 13.19%
1
Open
Feb 29, 2024
Old Republic International
▲ 19.14%
5
Close
Feb 08, 2024
Ares Capital
▲ 10.59%
3
Close
Feb 08, 2024
Blackstone Group
▲ 31.11%
5
Close
Dec 06, 2023
SoFi Technologies
▲ 44.81%
4
Close
Dec 06, 2023
Texas Instruments
▲ 2.83%
2
Close
Dec 06, 2023
Allegro MicroSystems
▼ 30.61%
2
Close
Dec 06, 2023
Kenvue, Inc.
▼ 28.15%
2
Close
Dec 06, 2023
Pacer US Cash Cows 100 ETF
▲ 10.45%
2
Close
Dec 06, 2023
Trade Desk
13.51%
▲ 83.18%
1
Open
Dec 06, 2023
VanEck Semiconductor ETF
20.53%
▲ 65.65%
1
Open
Dec 06, 2023