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New Portfolio Jun 2022 - New Portfolio

D5BE7AF1

New Portfolio Jun 2022
Individual Investor
Ranked #68,878 out of 790,468 TipRanks' Investors
Success Rate
69%
102 out of 149
profitable transactions
Average Return
13.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.65%
6-Month Return▲ 0.95%
12-Month Return▲ 10.15%
YTD Return▼ 0.69%
Total Return▲ 57.51%

Best Trade

Opened at
Closed at
Gain▲ 124.04%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.56%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.78%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.38%
Nov 2024
▲ 5.95%
▼ 2.41%
▼ 2.98%
Dec 2024
▲ 5.24%
▲ 2.69%
▲ 3.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▲ 11.19%
▼ 2.91%
▼ 4.07%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.03%
▲ 2.93%▲ 2.10%▲ 1.56%
▲ 10.01%▼ 0.89%▼ 0.78%
▲ 26.01%▲ 5.96%▲ 3.38%
▲ 5.95%▼ 2.41%▼ 2.98%
▲ 5.24%▲ 2.69%▲ 3.93%
▼ 12.86%▼ 1.27%▼ 0.39%
▲ 11.19%▼ 2.91%▼ 4.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
12.33%
▲ 23.33%
4
Buy
Dec 15, 2024
Starbucks
▲ 20.60%
4
Close
Dec 15, 2024
W. P. Carey Inc.
10.41%
▲ 9.33%
4
Buy
Dec 15, 2024
Target
10.11%
▼ 16.72%
3
Buy
Dec 15, 2024
Archer Daniels Midland
▲ 3.48%
2
Close
Dec 15, 2024
Realty Income
▲ 12.49%
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
▲ 67.40%
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
9.45%
▲ 15.86%
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