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Aulden Harlech-Jones and Rachael K Harlech-Jones - New Portfolio

Aulden Harlech-Jones and Rachael K Harlech-Jones
Individual Investor
Ranked #322,741 out of 737,695 TipRanks' Investors
Success Rate
46%
73 out of 160
profitable transactions
Average Return
6.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 19.97%
12-Month Return▲ 10.37%
YTD Return▲ 6.93%
Total Return▲ 17.96%

Best Trade

Opened at
Closed at-
Gain▲ 452.92%

Bio

Performance

15.54%0-15.54%
▼ 6.45%
▼ 2.17%
▼ 13.58%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 15.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.68%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.75%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 13.58%
▲ 9.22%▲ 9.13%▲ 12.53%
▲ 5.14%▲ 4.57%▲ 15.54%
▼ 1.87%▲ 1.59%▼ 5.40%
▲ 14.08%▲ 5.22%▲ 10.42%
▲ 5.05%▲ 3.27%▼ 1.36%
▼ 12.40%▼ 4.03%▼ 3.68%
▲ 11.46%▲ 5.06%▲ 7.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cassava Sciences
▲ 1.52%
2
Close
Apr 12, 2024
Ally Financial
▲ 6.82%
2
Close
Apr 10, 2024
4D Molecular Therapeutics
0.63%
▲ 4.58%
3
Sell
Apr 09, 2024
IShares Bitcoin Trust Registered
▲ 9.71%
2
Close
Apr 09, 2024
Enovix
▼ 25.28%
3
Close
Apr 06, 2024
Rent the Runway
0.06%
▲ 183.78%
3
Sell
Apr 03, 2024
Advanced Micro Devices
2.19%
▲ 68.28%
7
Buy
Apr 01, 2024
Microstrategy
▲ 74.31%
4
Sell
Mar 26, 2024
Nuvei Corp
▲ 44.61%
2
Close
Mar 19, 2024
Ceco Environmental
▲ 174.91%
3
Sell
Mar 13, 2024
Riot Platforms
3.83%
▼ 30.10%
3
Sell
Mar 08, 2024
Tesla
25.69%
▼ 12.82%
14
Buy
Mar 06, 2024
Mersana Therapeutics
▲ 26.69%
2
Sell
Mar 01, 2024
Taiwan Semiconductor Manufacturing
▲ 49.04%
4
Sell
Mar 01, 2024
SoundHound AI, Inc Class A
0.66%
▲ 151.25%
6
Sell
Mar 01, 2024
Visa
2.14%
▼ 3.71%
1
Buy
Mar 01, 2024
Alphabet Class A
6.79%
▲ 59.98%
5
Buy
Feb 29, 2024
Li Auto
0.8%
▼ 35.94%
5
Sell
Feb 26, 2024
Moderna
1.5%
▲ 49.97%
1
Buy
Feb 26, 2024
Elevance Health
▲ 7.17%
2
Sell
Feb 23, 2024