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Chappell Portfolio - New Portfolio

JEFFERY CHAPPELL

Chappell Portfolio
Individual Investor
Ranked #35,126 out of 795,064 TipRanks' Investors
Success Rate
57%
55 out of 96
profitable transactions
Average Return
35.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 14.55%
6-Month Return▼ 11.49%
12-Month Return▲ 9.70%
YTD Return▼ 20.02%
Total Return▲ 135.06%

Best Trade

Opened at
Closed at-
Gain▲ 634.22%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.11%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.55%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.77%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 2.06%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.12%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.79%
Mar 2025
▼ 19.44%
▼ 11.25%
▼ 10.21%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.11%
▲ 10.00%▼ 0.89%▲ 1.55%
▲ 26.01%▲ 5.96%▲ 10.77%
▲ 5.33%▼ 2.41%▲ 2.06%
▲ 5.87%▲ 2.69%▲ 2.00%
▼ 12.86%▼ 1.27%▼ 2.12%
▼ 1.80%▼ 5.57%▼ 10.79%
▼ 19.44%▼ 11.25%▼ 10.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
49.72%
▲ 31.82%
30
Buy
Apr 08, 2025
Palantir Technologies
▲ 179.45%
9
Close
Feb 20, 2025
Apple
1.67%
▼ 20.43%
2
Buy
Jan 16, 2025
Super Micro Computer
▼ 37.81%
3
Close
Jan 08, 2025
COMPASS Pathways
▼ 40.79%
3
Close
Jan 08, 2025
Geo Group
0.26%
▼ 0.42%
1
Open
Nov 11, 2024
Cintas
0.98%
▼ 3.83%
1
Open
Aug 26, 2024
Amazon
12.11%
▲ 34.04%
16
Buy
Aug 05, 2024
Alphabet Class A
9.34%
▲ 8.88%
10
Buy
Aug 02, 2024
Mercadolibre
▲ 52.20%
9
Close
Aug 02, 2024
Microsoft
4.58%
▲ 5.60%
3
Buy
Aug 02, 2024
Meta Platforms
4.94%
▲ 123.89%
2
Buy
Aug 02, 2024
AMC Entertainment
▼ 0.77%
2
Close
Jul 26, 2024
Broadcom
2.52%
▼ 2.74%
3
Buy
Jul 25, 2024
Chipotle
2.97%
▼ 27.68%
2
Buy
Jun 26, 2024
Walmart
4.22%
▲ 40.37%
6
Sell
May 03, 2024
Shopify
3.48%
▲ 51.00%
4
Buy
Mar 04, 2024
UnitedHealth
▲ 3.14%
2
Close
Aug 24, 2023
Tesla
▼ 12.92%
4
Close
Apr 10, 2023
Invesco QQQ Trust
2.68%
▲ 44.30%
1
Open
Sep 13, 2022