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New Portfolio Jan 2024 - New Portfolio

John

New Portfolio Jan 2024
Individual Investor
Ranked #179,952 out of 737,708 TipRanks' Investors
Success Rate
67%
20 out of 30
profitable transactions
Average Return
4.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.95%
6-Month Return-
12-Month Return-
YTD Return▼ 2.42%
Total Return▼ 2.42%

Best Trade

Opened at
Closed at-
Gain▲ 121.39%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.40%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 3.96%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.66%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.44%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▲ 2.71%
▲ 14.08%▲ 5.22%▲ 0.40%
▲ 5.05%▲ 3.27%▼ 3.96%
▼ 12.40%▼ 4.03%▼ 5.66%
▲ 11.46%▲ 5.06%▲ 4.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UiPath
▼ 2.98%
2
Close
Mar 11, 2024
MongoDB
▼ 10.24%
2
Close
Mar 11, 2024
Alphabet Class A
▼ 1.45%
2
Close
Mar 11, 2024
Dynatrace
▼ 15.49%
2
Close
Mar 11, 2024
Beneficient
▼ 83.38%
2
Close
Mar 11, 2024
DoubleVerify Holdings
▼ 18.11%
2
Close
Mar 11, 2024
Tradeweb Markets
▲ 5.35%
2
Close
Mar 11, 2024
Workday
▼ 6.64%
2
Close
Mar 11, 2024
Monday.com
▲ 12.46%
2
Close
Mar 11, 2024
Merck & Company
▲ 1.23%
2
Close
Mar 11, 2024
Caterpillar
▲ 10.46%
2
Close
Mar 11, 2024
Open Text
▼ 11.91%
2
Close
Mar 11, 2024
Inter & Company Incorporation Class A
▲ 6.49%
2
Close
Mar 11, 2024
CrowdStrike Holdings
▲ 6.20%
2
Close
Jan 28, 2024
Hubbell B
▲ 0.48%
2
Close
Jan 28, 2024
Meta Platforms
▲ 13.30%
2
Close
Jan 27, 2024
Direxion Daily Semiconductor Bull 3x Shares
▲ 11.59%
2
Close
Jan 27, 2024
Cadence Design
▲ 5.51%
2
Close
Jan 27, 2024
ServiceNow
▲ 5.53%
2
Close
Jan 27, 2024
Camtek
▲ 5.16%
2
Close
Jan 27, 2024