Stocks - New Portfolio

Stocks
Individual Investor
Ranked #30,746 out of 766,394 TipRanks' Investors
Success Rate
75%
223 out of 299
profitable transactions
Average Return
26.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.04%
6-Month Return▲ 9.00%
12-Month Return▲ 27.90%
YTD Return▲ 14.94%
Total Return▲ 23.17%

Best Trade

Opened at
Closed at-
Gain▲ 583.43%

Bio

Retirement Funds

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.27%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.79%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.25%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.94%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.38%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.45%
Oct 2024
▲ 24.50%
▲ 5.20%
▲ 3.62%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.38%
▲ 11.46%▲ 5.06%▲ 4.27%
▼ 2.25%▲ 3.53%▲ 0.79%
▲ 25.72%▲ 1.21%▲ 3.25%
▼ 4.22%▲ 2.34%▲ 1.94%
▲ 7.82%▲ 2.10%▲ 1.38%
▲ 6.02%▼ 0.89%▼ 2.45%
▲ 24.50%▲ 5.20%▲ 3.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rio Tinto
0.4%
▼ 4.39%
2
Buy
Oct 15, 2024
Public Service Enterprise
0%
▲ 19.75%
1
Open
Jul 04, 2024
Fathom Digital
▼ 95.32%
2
Close
May 20, 2024
Eagle Bulk Shipping
▲ 21.92%
7
Close
Apr 10, 2024
Star Bulk Carriers
5.42%
▲ 6.39%
6
Buy
Apr 10, 2024
Pfizer
0.62%
▼ 26.78%
6
Buy
Mar 13, 2024
Nvidia
0%
▲ 94.16%
6
Open
Feb 22, 2024
Hess Midstream Partners
0.34%
▲ 11.96%
1
Open
Feb 17, 2024
Procter & Gamble
0%
▲ 7.36%
1
Open
Feb 17, 2024
Apple
0.9%
▲ 48.38%
5
Buy
Dec 26, 2023
Microsoft
0.33%
▲ 58.34%
7
Buy
Dec 26, 2023
Apollo Real Estate
1.27%
▲ 11.82%
8
Buy
Dec 26, 2023
BrightSpire Capital
1.86%
▲ 6.65%
6
Buy
Dec 26, 2023
Blackstone Mortgage
0.1%
▼ 0.67%
6
Buy
Dec 26, 2023
Delta Air Lines
▲ 4.38%
2
Close
Dec 26, 2023
Diana Shipping
0.7%
▼ 36.17%
7
Buy
Dec 26, 2023
Devon Energy
0.16%
▼ 26.76%
5
Buy
Dec 26, 2023
Ellington Financial
1.53%
▲ 17.61%
8
Buy
Dec 26, 2023
iShares MSCI Singapore ETF
0.39%
▲ 27.24%
4
Buy
Dec 26, 2023
Ford Motor
0.21%
▲ 0.25%
7
Buy
Dec 26, 2023