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Core Stocks - New Portfolio

Keith Hugenberg

Core Stocks
Individual Investor
Ranked #26,851 out of 747,528 TipRanks' Investors
Success Rate
74%
160 out of 216
profitable transactions
Average Return
20.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.00%
6-Month Return▲ 8.20%
12-Month Return▲ 13.17%
YTD Return▲ 7.18%
Total Return▲ 38.68%

Best Trade

Opened at
Closed at-
Gain▲ 633.30%

Bio

Performance

17.48%0-17.48%
▲ 5.14%
▲ 4.57%
▲ 5.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.66%
Jun 2024
▲ 17.48%
▲ 1.55%
▲ 2.19%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.41%
▼ 1.87%▲ 1.59%▼ 0.60%
▲ 14.08%▲ 5.22%▲ 3.18%
▲ 5.05%▲ 3.27%▲ 4.27%
▼ 12.40%▼ 4.03%▼ 3.57%
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▼ 0.66%
▲ 17.48%▲ 1.55%▲ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
0.76%
▲ 2.60%
3
Buy
Jul 08, 2024
Nike
0.9%
▼ 19.38%
3
Buy
Jul 08, 2024
Starbucks
0.78%
▲ 4.87%
2
Buy
Jul 08, 2024
Johnson & Johnson
1.07%
▲ 2.59%
3
Buy
Jul 08, 2024
The Hershey Company
0.94%
▼ 3.49%
3
Buy
Jul 08, 2024
American Tower
0.93%
▲ 3.19%
3
Buy
Jul 08, 2024
Avis Budget
0.7%
▼ 14.90%
2
Buy
Jul 08, 2024
Cisco Systems
0.64%
▲ 4.66%
3
Buy
Jul 08, 2024
CVS Health
0.81%
▼ 12.39%
4
Buy
Jul 08, 2024
Chevron
0.9%
▲ 13.09%
2
Buy
Jul 08, 2024
Boeing
0.89%
▲ 2.05%
3
Buy
Jul 08, 2024
CSX
0.77%
▲ 13.77%
2
Buy
Jul 08, 2024
Warner Bros
1.07%
▼ 15.25%
4
Buy
Jul 08, 2024
Alibaba
1.15%
▼ 5.62%
3
Buy
Jul 08, 2024
Devon Energy
0.68%
▲ 2.16%
3
Buy
Jul 08, 2024
General Mills
0.64%
▲ 3.39%
2
Buy
Jul 08, 2024
Deere
1.03%
▲ 1.03%
3
Buy
Jul 08, 2024
Yum China Holdings
0.93%
▼ 20.87%
3
Buy
Jul 08, 2024
Intel
0.98%
▼ 8.05%
2
Buy
Jul 08, 2024
Anheuser-Busch Inbev Sa
0.72%
▲ 2.11%
2
Buy
Jul 08, 2024