tiprankstipranks

New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #375,901 out of 735,051 TipRanks' Investors
Success Rate
44%
114 out of 261
profitable transactions
Average Return
-1.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.77%
6-Month Return▲ 10.17%
12-Month Return▼ 10.74%
YTD Return▲ 13.42%
Total Return▼ 9.68%

Best Trade

Opened at
Closed at
Gain▲ 70.27%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 13.96%
Oct 2023
▲ 9.22%
▲ 9.13%
▼ 3.95%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.01%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 6.87%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.67%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.15%
Apr 2024
▲ 11.18%
▲ 5.47%
▲ 4.67%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 13.96%
▲ 9.22%▲ 9.13%▼ 3.95%
▲ 5.14%▲ 4.57%▲ 2.01%
▼ 1.87%▲ 1.59%▲ 6.87%
▲ 14.08%▲ 5.22%▼ 0.67%
▲ 5.05%▲ 3.27%▲ 4.32%
▼ 12.40%▼ 4.03%▼ 2.15%
▲ 11.18%▲ 5.47%▲ 4.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vodafone
4.45%
▲ 6.61%
5
Open
Jan 15, 2024
Phillips 66
33.4%
▲ 4.23%
5
Open
Jan 15, 2024
Petroleo Brasileiro SA- Petrobras
3.41%
▲ 13.92%
12
Open
Jan 15, 2024
PBF Energy
23.38%
▲ 10.31%
3
Open
Jan 15, 2024
Starbucks
35.36%
▼ 14.21%
1
Open
Jan 15, 2024
Ardmore Shipping
0%
▲ 50.53%
1
Open
Jan 15, 2024
iShares 20+ Year Treasury Bond ETF
▼ 6.87%
7
Close
Dec 20, 2023
Exxon Mobil
▼ 5.94%
3
Close
Dec 20, 2023
ZIM Integrated Shipping Services
▼ 16.60%
8
Close
Nov 26, 2023
SPDR S&P China ETF
▼ 1.39%
2
Close
Nov 26, 2023
Enphase Energy
▼ 29.95%
3
Close
Nov 26, 2023
Altus Power
▼ 25.52%
3
Close
Nov 26, 2023
Plug Power
▼ 60.42%
2
Close
Nov 26, 2023
Orion Energy Systems
▼ 42.28%
2
Close
Nov 26, 2023
Nvidia
▲ 5.09%
5
Close
Sep 03, 2023
Vanguard Short-Term Inflation-Protected Securities ETF
▼ 0.23%
3
Close
Aug 01, 2023
General Dynamics
▼ 0.99%
5
Close
May 07, 2023
Chevron
▼ 6.81%
3
Close
Dec 07, 2022
PayPal Holdings
▼ 16.86%
2
Close
Dec 07, 2022
Lockheed Martin
▲ 3.85%
2
Close
Dec 07, 2022