New Portfolio Jun 2022 - New Portfolio

Tron Bron

New Portfolio Jun 2022
Individual Investor
Ranked #46,063 out of 748,394 TipRanks' Investors
Success Rate
70%
102 out of 146
profitable transactions
Average Return
13.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.64%
6-Month Return▲ 7.51%
12-Month Return▲ 12.46%
YTD Return▲ 9.22%
Total Return▲ 51.14%

Best Trade

Opened at
Closed at
Gain▲ 124.04%

Bio

Performance

21.71%0-21.71%
▲ 5.14%
▲ 4.57%
▲ 3.18%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.91%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.94%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.60%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.72%
Jun 2024
▲ 21.71%
▲ 1.76%
▲ 0.65%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.18%
▼ 1.87%▲ 1.59%▲ 0.91%
▲ 14.08%▲ 5.22%▲ 1.83%
▲ 5.05%▲ 3.27%▲ 4.94%
▼ 12.40%▼ 4.03%▼ 1.65%
▲ 11.46%▲ 5.06%▲ 0.60%
▼ 2.25%▲ 3.53%▲ 1.72%
▲ 21.71%▲ 1.76%▲ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starbucks
0%
▲ 4.82%
3
Open
Jul 05, 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
Walmart
6.63%
▲ 13.60%
3
Open
Feb 20, 2024
W. P. Carey Inc.
6.8%
▼ 1.89%
3
Open
Feb 20, 2024
AbbVie
6.34%
▲ 4.41%
3
Open
Feb 20, 2024
AbbVie
▲ 34.81%
2
Close
Feb 20, 2024
Mondelez International
▲ 26.10%
3
Close
Feb 20, 2024
Realty Income
▼ 13.82%
3
Close
Feb 20, 2024
International Business Machines
▲ 55.98%
3
Close
Feb 20, 2024
Johnson & Johnson
▼ 0.52%
3
Close
Feb 20, 2024
Clearway Energy
▼ 14.37%
3
Close
Feb 20, 2024
Amazon
5.6%
▼ 2.14%
3
Open
Feb 20, 2024
Merck & Company
▲ 33.78%
3
Close
Feb 20, 2024
Walmart
▲ 35.85%
3
Close
Feb 20, 2024