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New Portfolio Jun 2022 - New Portfolio

D5BE7AF1

New Portfolio Jun 2022
Individual Investor
Ranked #70,118 out of 783,619 TipRanks' Investors
Success Rate
71%
105 out of 149
profitable transactions
Average Return
14.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.12%
6-Month Return▲ 9.05%
12-Month Return▲ 17.09%
YTD Return▲ 6.12%
Total Return▲ 66.27%

Best Trade

Opened at
Closed at
Gain▲ 124.04%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.65%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.51%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.56%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.91%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.37%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.03%
Dec 2024
▲ 4.87%
▲ 3.24%
▲ 6.12%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.65%
▲ 8.13%▲ 1.21%▲ 1.51%
▼ 13.14%▲ 2.34%▲ 3.03%
▲ 2.93%▲ 2.10%▲ 1.56%
▲ 9.99%▼ 0.89%▼ 0.91%
▲ 26.04%▲ 5.96%▲ 3.37%
▲ 5.93%▼ 2.41%▼ 4.03%
▲ 4.87%▲ 3.24%▲ 6.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
12.5%
▲ 28.85%
4
Buy
Dec 15, 2024
Starbucks
▲ 20.60%
4
Close
Dec 15, 2024
W. P. Carey Inc.
8.9%
▼ 1.49%
4
Buy
Dec 15, 2024
Target
12.02%
▲ 3.63%
3
Buy
Dec 15, 2024
Archer Daniels Midland
▲ 3.48%
2
Close
Dec 15, 2024
Realty Income
▲ 12.48%
2
Close
Dec 15, 2024
Johnson & Johnson
▼ 2.11%
2
Close
Dec 15, 2024
Merck & Company
▼ 16.32%
2
Close
Dec 15, 2024
Mondelez International
▼ 10.25%
2
Close
Dec 15, 2024
Apple
▲ 33.96%
3
Close
Feb 20, 2024
Amazon
▲ 48.96%
3
Close
Feb 20, 2024
Walt Disney
▲ 14.71%
3
Close
Feb 20, 2024
Microsoft
▲ 67.39%
3
Close
Feb 20, 2024
Unilever
▲ 16.99%
4
Close
Feb 20, 2024
Procter & Gamble
▲ 20.85%
3
Close
Feb 20, 2024
PepsiCo
▲ 4.64%
3
Close
Feb 20, 2024
AbbVie
8.35%
▲ 7.79%
3
Open
Feb 20, 2024
AbbVie
▲ 34.81%
2
Close
Feb 20, 2024
Mondelez International
▲ 26.11%
3
Close
Feb 20, 2024
Realty Income
▼ 13.82%
3
Close
Feb 20, 2024