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Chappell Portfolio - New Portfolio

PerformancePortfolio Details

JEFFERY CHAPPELL

Chappell Portfolio
Individual Investor
Ranked #7,734 out of 769,291 TipRanks' Investors
Success Rate
84%
71 out of 85
profitable transactions
Average Return
63.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.90%
6-Month Return▲ 26.13%
12-Month Return▲ 69.79%
YTD Return▲ 64.11%
Total Return▲ 184.68%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1018.00%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.32%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.61%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.11%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.79%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 9.25%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.21%
▲ 11.46%▲ 5.06%▲ 9.32%
▼ 2.25%▲ 3.53%▲ 6.46%
▲ 25.72%▲ 1.21%▼ 2.61%
▼ 4.22%▲ 2.34%▲ 3.51%
▲ 7.82%▲ 2.10%▲ 4.11%
▲ 5.70%▼ 0.89%▲ 1.79%
▲ 23.63%▲ 3.84%▲ 9.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GEO
Geo Group
0.23%
▲ 8.50%
1
Open
Nov 11, 2024
NVDA
Nvidia
46.82%
▲ 140.61%
20
Buy
Oct 15, 2024
CMPS
COMPASS Pathways
0.47%
▼ 36.36%
2
Buy
Oct 04, 2024
CTAS
Cintas
0.94%
▲ 11.83%
1
Open
Aug 26, 2024
SMCI
Super Micro Computer
1.76%
▼ 43.36%
2
Buy
Aug 12, 2024
AMZN
Amazon
11.54%
▲ 55.81%
16
Buy
Aug 05, 2024
GOOGL
Alphabet Class A
8.78%
▲ 25.84%
10
Buy
Aug 02, 2024
MELI
Mercadolibre
―
▲ 52.20%
9
Close
Aug 02, 2024
MSFT
Microsoft
4.41%
▲ 22.72%
3
Buy
Aug 02, 2024
META
Meta Platforms
4.46%
▲ 146.56%
2
Buy
Aug 02, 2024
AMC
AMC Entertainment
―
▼ 0.77%
2
Close
Jul 26, 2024
AVGO
Broadcom
2.18%
▲ 1.61%
3
Buy
Jul 25, 2024
PLTR
Palantir Technologies
3.39%
▲ 87.18%
7
Buy
Jul 22, 2024
CMG
Chipotle
3.3%
▼ 5.67%
2
Buy
Jun 26, 2024
AAPL
Apple
1.22%
▲ 10.57%
1
Open
Jun 11, 2024
WMT
Walmart
3.83%
▲ 50.95%
6
Sell
May 03, 2024
SHOP
Shopify
3.98%
▲ 108.56%
4
Buy
Mar 04, 2024
UNH
UnitedHealth
―
▲ 3.14%
2
Close
Aug 24, 2023
TSLA
Tesla
―
▼ 12.92%
4
Close
Apr 10, 2023
QQQ
Invesco QQQ Trust
2.69%
▲ 74.60%
1
Open
Sep 13, 2022