tiprankstipranks

New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #54,607 out of 732,952 TipRanks' Investors
Success Rate
65%
151 out of 232
profitable transactions
Average Return
15.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.92%
6-Month Return▲ 34.24%
12-Month Return-
YTD Return▲ 25.35%
Total Return▲ 35.06%

Best Trade

Opened at
Closed at-
Gain▲ 217.44%

Bio

A simple momentum approach with a small contrarian and "out of the box" tilt

Performance

19.93%0-19.93%
▼ 6.45%
▼ 2.17%
▼ 3.21%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.77%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 1.81%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.68%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 19.93%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.26%
Apr 2024
▲ 8.77%
▲ 2.91%
▲ 9.65%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.21%
▲ 9.22%▲ 9.13%▲ 14.77%
▲ 5.14%▲ 4.57%▼ 1.81%
▼ 1.87%▲ 1.59%▲ 2.68%
▲ 14.08%▲ 5.22%▲ 19.93%
▲ 5.05%▲ 3.27%▲ 4.61%
▼ 12.40%▼ 4.03%▼ 11.26%
▲ 8.77%▲ 2.91%▲ 9.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Microsoft
0%
▲ 8.27%
14
Sell
May 07, 2024
Palo Alto Networks
6.99%
▲ 16.15%
9
Buy
May 07, 2024
Walt Disney
4.57%
▲ 19.27%
9
Buy
May 07, 2024
Fortinet
5.29%
▲ 11.83%
4
Buy
May 07, 2024
Micron
6.52%
▲ 8.63%
4
Buy
May 07, 2024
Tesla
5.04%
▼ 12.40%
24
Buy
May 03, 2024
Societe Generale
▲ 2.62%
3
Close
May 03, 2024
BAE Systems
▲ 25.19%
2
Close
May 03, 2024
Banco Comercial Portugues
4%
▲ 9.69%
10
Buy
May 03, 2024
Viking Therapeutics
0.64%
▼ 2.06%
4
Sell
May 03, 2024
Moderna
1.41%
▲ 21.65%
10
Buy
May 02, 2024
Coinbase Global
3.55%
▲ 80.75%
24
Buy
May 02, 2024
Peloton Interactive
▼ 52.50%
2
Close
May 02, 2024
Pinterest
1.23%
▲ 3.46%
1
Open
May 02, 2024
Teekay
0.92%
▼ 0.65%
1
Open
May 02, 2024
Pfizer
4.9%
▲ 2.62%
5
Buy
May 01, 2024
Intel
5.7%
▼ 20.03%
15
Buy
Apr 27, 2024
PayPal Holdings
3.33%
▲ 5.75%
5
Sell
Apr 20, 2024
Oracle
0%
▲ 2.37%
6
Sell
Apr 19, 2024
Baker Hughes Company
2.22%
▼ 5.69%
5
Sell
Apr 18, 2024