New Portfolio Jun 2022 - New Portfolio

New Portfolio Jun 2022
Individual Investor
Ranked #153,137 out of 794,370 TipRanks' Investors
Success Rate
59%
73 out of 124
profitable transactions
Average Return
10.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.83%
6-Month Return▼ 2.14%
12-Month Return▲ 2.94%
YTD Return▼ 5.32%
Total Return▲ 37.78%

Best Trade

Opened at
Closed at-
Gain▲ 126.06%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.49%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.79%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.17%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.98%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.99%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 1.25%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.62%
▲ 10.00%▼ 0.89%▲ 1.49%
▲ 26.01%▲ 5.96%▲ 5.79%
▲ 5.33%▼ 2.41%▼ 3.17%
▲ 5.87%▲ 2.69%▲ 2.53%
▼ 12.86%▼ 1.27%▼ 2.98%
▼ 1.80%▼ 5.57%▼ 5.99%
▲ 0.58%▲ 0.28%▲ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Texas Pacific Land
0%
▲ 3.45%
1
Open
Mar 24, 2025
Marvell
0%
▼ 8.04%
1
Open
Mar 13, 2025
Marathon Oil
▲ 11.63%
5
Close
Nov 21, 2024
Conocophillips
3.67%
▼ 4.41%
1
Open
Nov 21, 2024
Broadcom
0%
▲ 1.30%
1
Open
Jul 15, 2024
Walgreens Boots Alliance
0%
▼ 2.48%
1
Open
Jun 28, 2024
Alphabet Class C
8.55%
▲ 46.10%
5
Buy
Jun 27, 2024
SPDR S&P 500 ETF Trust
11.42%
▲ 26.04%
3
Buy
Jun 27, 2024
Exxon Mobil
1.4%
▲ 24.21%
2
Buy
Jun 27, 2024
Enterprise Products Partners
0.21%
▲ 38.90%
2
Buy
Jun 27, 2024
Technology Select Sector SPDR Fund
5.26%
▲ 6.01%
8
Buy
Jun 27, 2024
T Mobile US
0.75%
▲ 61.73%
2
Buy
Jun 27, 2024
Alphabet Class A
3.17%
▼ 1.61%
2
Buy
Jun 27, 2024
AGNC Investment
3.48%
▲ 15.12%
6
Buy
Jun 27, 2024
Lamb Weston Holdings
0.73%
▼ 33.09%
2
Buy
Jun 27, 2024
Nvidia
1.92%
▼ 10.92%
1
Open
Jun 27, 2024
Paycom
▼ 4.34%
2
Close
Jun 26, 2024
Workday
▼ 2.70%
2
Close
Jun 06, 2024
Wells Fargo
9.77%
▲ 62.60%
2
Buy
Jun 05, 2024
Ford Motor
0.57%
▼ 3.76%
8
Buy
Jun 05, 2024