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New Portfolio Jun 2022 - New Portfolio

Owen Ivanhoe Looes Bernard II

New Portfolio Jun 2022
Individual Investor
Ranked #542,977 out of 769,002 TipRanks' Investors
Success Rate
25%
2 out of 8
profitable transactions
Average Return
-30.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.84%
6-Month Return▲ 9.15%
12-Month Return▲ 160.63%
YTD Return▼ 11.66%
Total Return▲ 42.65%

Best Trade

Opened at
Closed at-
Gain▲ 19.85%

Bio

Value trading strategy - fundamental analysis to derive a scenario-weighted per share intrinsic valuation. We approach the analysis of the business to understand the downside risk of the business and what it should not be worth regarding it’s lowest

Performance

42.12%0-42.12%
▼ 12.40%
▼ 4.03%
▼ 42.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 8.91%
May 2024
▼ 2.25%
▲ 3.53%
▲ 9.09%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.40%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.55%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.76%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 0.97%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 42.12%
▲ 11.46%▲ 5.06%▼ 8.91%
▼ 2.25%▲ 3.53%▲ 9.09%
▲ 25.72%▲ 1.21%▲ 6.40%
▼ 4.22%▲ 2.34%▲ 2.52%
▲ 7.82%▲ 2.10%▼ 0.55%
▲ 5.70%▼ 0.89%▼ 1.76%
▲ 23.63%▲ 3.84%▼ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ON24
0%
▼ 6.86%
1
Open
Jul 26, 2024
Vanda
0%
▼ 20.71%
1
Open
Jul 26, 2024
Re/Max Holdings
100%
▲ 19.85%
1
Open
Jul 21, 2024
Activision Blizzard
▲ 11.65%
2
Close
Oct 12, 2023
Abraxas Petroleum
▼ 98.02%
2
Close
Jun 22, 2023
DXC Technology
0%
▼ 20.95%
1
Open
Oct 10, 2022
Polished.com
0%
▼ 99.98%
1
Open
Jun 17, 2022
SpartanNash Co
0%
▼ 32.69%
1
Open
Jun 17, 2022