Current Portfolio - New Portfolio

Joe Testa

Current Portfolio
Individual Investor
Ranked #174,685 out of 748,869 TipRanks' Investors
Success Rate
55%
237 out of 432
profitable transactions
Average Return
11.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.06%
6-Month Return▲ 5.88%
12-Month Return▲ 14.30%
YTD Return▲ 6.90%
Total Return▲ 38.00%

Best Trade

Opened at
Closed at-
Gain▲ 148.70%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 5.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.10%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.72%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 3.40%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.32%
▼ 1.87%▲ 1.59%▼ 0.14%
▲ 14.08%▲ 5.22%▲ 4.10%
▲ 5.05%▲ 3.27%▲ 2.92%
▼ 12.40%▼ 4.03%▼ 2.85%
▲ 11.46%▲ 5.06%▲ 3.64%
▼ 2.25%▲ 3.53%▲ 2.72%
▲ 24.77%▼ 1.07%▼ 3.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
0.5%
▲ 3.99%
2
Buy
Jul 18, 2024
AT&T
0.45%
▼ 9.04%
5
Open
Jul 10, 2024
TotalEnergies
0.65%
▼ 2.00%
5
Buy
Jul 10, 2024
EQT
▲ 0.91%
8
Close
Jul 10, 2024
BlackRock
2.04%
▲ 30.98%
7
Buy
Jul 05, 2024
Johnson & Johnson
▼ 2.23%
5
Close
Jul 05, 2024
GE Healthcare Technologies Inc
1.92%
▲ 7.49%
9
Buy
Jul 05, 2024
Coterra Energy
1.03%
▼ 4.35%
8
Buy
Jul 05, 2024
Cardinal Health
▼ 2.43%
4
Close
Jul 05, 2024
Chevron
0.14%
▲ 3.34%
4
Open
Jun 27, 2024
Apple
20.8%
▲ 60.38%
2
Sell
Jun 24, 2024
STMicroelectronics
0.69%
▼ 12.84%
4
Buy
Jun 24, 2024
Medtronic
1.03%
▲ 0.23%
8
Buy
Jun 24, 2024
Advanced Micro Devices
0.5%
▲ 43.26%
5
Buy
Jun 24, 2024
Amazon
3.92%
▲ 33.11%
17
Buy
Jun 24, 2024
Walt Disney
0.97%
▼ 3.23%
5
Buy
Jun 24, 2024
Oracle
0.99%
▲ 16.93%
4
Buy
Jun 24, 2024
Bristol-Myers Squibb
▼ 15.70%
9
Close
Jun 03, 2024
CVS Health
▼ 27.34%
5
Close
May 29, 2024
Tesla
▲ 62.74%
3
Close
May 14, 2024