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Holdings - New Portfolio

Bonjour

Holdings
Individual Investor
Ranked #22,982 out of 737,708 TipRanks' Investors
Success Rate
74%
444 out of 603
profitable transactions
Average Return
22.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.44%
6-Month Return▲ 13.33%
12-Month Return▲ 26.46%
YTD Return▲ 6.68%
Total Return▲ 113.29%

Best Trade

Opened at
Closed at-
Gain▲ 467.40%

Bio

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Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.89%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.57%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.48%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.26%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.19%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.89%
▲ 9.22%▲ 9.13%▲ 8.57%
▲ 5.14%▲ 4.57%▲ 7.48%
▼ 1.87%▲ 1.59%▼ 2.08%
▲ 14.08%▲ 5.22%▲ 3.15%
▲ 5.05%▲ 3.27%▲ 6.26%
▼ 12.40%▼ 4.03%▼ 4.61%
▲ 11.46%▲ 5.06%▲ 4.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CyberArk Software
0%
▼ 2.15%
2
Sell
May 31, 2024
Pfizer
5.37%
▼ 0.79%
20
Buy
May 30, 2024
Marvell
0%
▲ 18.44%
4
Sell
May 17, 2024
Starbucks
0%
▲ 6.77%
2
Sell
May 17, 2024
Fidelity Select Semiconductors Portfolio
0.22%
▲ 29.52%
15
Buy
May 16, 2024
T. Rowe Price Dividend Growth Fund, Inc.
0.51%
▲ 14.16%
13
Buy
May 16, 2024
Baron Focused Growth Fund Retail Shs
0.48%
▼ 1.39%
3
Buy
May 16, 2024
T. Rowe Price All-Cap Opportunities Fund
1.26%
▼ 0.79%
1
Open
May 16, 2024
CVS Health
0.61%
▲ 7.09%
33
Buy
May 15, 2024
Johnson & Johnson
3.02%
▼ 1.91%
3
Buy
May 06, 2024
Devon Energy
8.11%
▲ 29.98%
33
Sell
May 02, 2024
ON Semiconductor
0%
▲ 4.69%
7
Sell
Apr 26, 2024
Fortinet
0%
▼ 8.26%
1
Open
Apr 17, 2024
Idexx Laboratories
0%
▲ 3.91%
1
Open
Apr 17, 2024
NY Community
0.68%
▼ 48.66%
8
Buy
Apr 10, 2024
Microsoft
8.55%
▲ 29.61%
13
Sell
Apr 01, 2024
Invitation Homes
0.72%
▼ 0.32%
1
Open
Mar 27, 2024
Pioneer Natural
▲ 23.40%
6
Close
Mar 26, 2024
Synopsys
0%
▼ 4.03%
1
Open
Mar 26, 2024
Goldman Sachs Group
0%
▲ 20.45%
2
Sell
Mar 25, 2024