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Bank - New Portfolio

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Bank
Individual Investor
Ranked #307,534 out of 737,708 TipRanks' Investors
Success Rate
48%
76 out of 159
profitable transactions
Average Return
5.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.84%
6-Month Return▲ 25.77%
12-Month Return▲ 8.41%
YTD Return▲ 16.80%
Total Return▲ 56.90%

Best Trade

Opened at
Closed at
Gain▲ 178.32%

Bio

A growth Portfolio with an acceptable track record.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 12.95%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.63%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.67%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.25%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.49%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 12.95%
▲ 9.22%▲ 9.13%▲ 9.63%
▲ 5.14%▲ 4.57%▲ 9.67%
▼ 1.87%▲ 1.59%▲ 0.02%
▲ 14.08%▲ 5.22%▲ 4.25%
▲ 5.05%▲ 3.27%▲ 4.16%
▼ 12.40%▼ 4.03%▲ 0.05%
▲ 11.46%▲ 5.06%▲ 7.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GigaCloud Technology, Inc. Class A
2.97%
▲ 2.87%
1
Open
May 30, 2024
Aris Mining
3.15%
▲ 8.03%
1
Open
May 24, 2024
Emerson Electric Company
3%
▼ 2.20%
1
Open
May 22, 2024
Cantaloupe
2.24%
▲ 10.66%
2
Sell
May 21, 2024
First Solar
3.11%
▲ 28.12%
1
Open
May 21, 2024
Rio Tinto
2.94%
▲ 1.56%
1
Open
May 08, 2024
Stellantis
▲ 28.16%
2
Close
May 07, 2024
Perma-Fix
1.91%
▼ 4.40%
2
Sell
Apr 09, 2024
PaySign
3.01%
▲ 111.68%
2
Sell
Apr 03, 2024
UR-Energy
2.93%
▲ 15.38%
1
Open
Mar 05, 2024
Deutsche Bank AG
▼ 2.78%
2
Close
Feb 21, 2024
Okta
2.71%
▼ 0.85%
1
Open
Feb 15, 2024
EnerSys
▼ 12.68%
2
Close
Feb 14, 2024
Twilio
2.19%
▼ 15.72%
3
Open
Feb 01, 2024
Monday.com
3.45%
▲ 16.94%
1
Open
Jan 11, 2024
Weyerhaeuser
2.41%
▼ 9.32%
1
Open
Jan 05, 2024
LifeMD
▼ 22.47%
2
Close
Jan 04, 2024
Occidental Petroleum
2.86%
▲ 5.05%
1
Open
Dec 29, 2023
Amphastar Pharmaceuticals
1.62%
▼ 26.64%
2
Sell
Dec 06, 2023
Applied Industrial Technologies
2.95%
▲ 18.20%
1
Open
Dec 06, 2023