tiprankstipranks

New Portfolio - New Portfolio

Pat

New Portfolio
Individual Investor
Ranked #22,463 out of 735,051 TipRanks' Investors
Success Rate
56%
86 out of 155
profitable transactions
Average Return
67.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.65%
6-Month Return▲ 30.50%
12-Month Return▲ 45.87%
YTD Return▲ 22.87%
Total Return▲ 206.01%

Best Trade

Opened at
Closed at-
Gain▲ 2479.03%

Bio

This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.84%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.04%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.42%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.47%
Apr 2024
▲ 4.41%
▲ 5.32%
▲ 5.10%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.84%
▲ 9.22%▲ 9.13%▲ 9.53%
▲ 5.14%▲ 4.57%▲ 6.16%
▼ 1.87%▲ 1.59%▲ 5.33%
▲ 14.08%▲ 5.22%▲ 10.04%
▲ 5.05%▲ 3.27%▲ 3.42%
▼ 12.40%▼ 4.03%▼ 2.47%
▲ 4.41%▲ 5.32%▲ 5.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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2q8r7297fu4
2q8r7297fu4
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2q8r7297fu4
2q8r7297fu4
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1pqaedli7vd
1pqaedli7vd
1pqaedli7vd
1pqaedli7vd
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1pqaedli7vd
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czm18gk8
czm18gk8
czm18gk8
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Adobe
▼ 17.26%
2
Close
May 05, 2024
Apple
6.38%
▲ 189.01%
7
Sell
Mar 24, 2024
Diamondback
▲ 46.16%
2
Close
Mar 24, 2024
Shopify
1.97%
▲ 154.59%
12
Buy
Feb 18, 2024
EOG Resources
▲ 3.99%
2
Close
Feb 18, 2024
Targa Resources
▲ 16.32%
2
Close
Feb 18, 2024
Amazon
4.14%
▲ 40.24%
4
Open
Jan 29, 2024
Tesla
0.99%
▼ 18.93%
2
Sell
Jan 21, 2024
Nvidia
20.72%
▲ 2,086.44%
9
Sell
Jan 15, 2024
Southwest Airlines
1.56%
▼ 21.71%
2
Buy
Jan 15, 2024
Microsoft
9.37%
▲ 136.32%
6
Buy
Jan 15, 2024
Vertiv Holdings
2.17%
▲ 64.42%
3
Open
Jan 15, 2024
Allegro MicroSystems
▼ 38.92%
2
Close
Jan 15, 2024
Citizens Financial
▼ 20.66%
2
Close
Jan 15, 2024
Costamare
▲ 4.38%
2
Close
Jan 15, 2024
Devon Energy
▼ 16.73%
2
Close
Jan 15, 2024
Elevance Health
▲ 1.04%
2
Close
Jan 15, 2024
Exxon Mobil
▼ 7.22%
2
Close
Jan 15, 2024
Medtronic
▲ 8.37%
2
Close
Jan 15, 2024
Broadcom
1.56%
▲ 26.50%
1
Open
Jan 15, 2024