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Core Stocks - New Portfolio

Keith Hugenberg

Core Stocks
Individual Investor
Ranked #35,607 out of 775,913 TipRanks' Investors
Success Rate
71%
154 out of 217
profitable transactions
Average Return
27.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.77%
6-Month Return▲ 6.56%
12-Month Return▲ 13.06%
YTD Return▲ 12.27%
Total Return▲ 45.26%

Best Trade

Opened at
Closed at-
Gain▲ 737.69%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.68%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.78%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.02%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.74%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.02%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 5.87%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▼ 0.68%
▲ 25.71%▲ 1.21%▲ 3.78%
▼ 4.22%▲ 2.34%▲ 1.16%
▲ 7.82%▲ 2.10%▲ 3.02%
▲ 5.38%▼ 0.89%▼ 1.74%
▲ 43.22%▲ 5.96%▲ 7.02%
▼ 5.24%▼ 2.73%▼ 5.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Marathon Oil
▲ 16.26%
3
Close
Nov 21, 2024
Conocophillips
0.54%
▼ 15.00%
1
Open
Nov 21, 2024
McDonald's
0.81%
▲ 18.10%
3
Buy
Jul 08, 2024
Nike
0.89%
▼ 13.86%
3
Buy
Jul 08, 2024
Starbucks
0.81%
▲ 17.80%
2
Buy
Jul 08, 2024
Johnson & Johnson
0.94%
▼ 2.69%
3
Buy
Jul 08, 2024
The Hershey Company
0.79%
▼ 12.73%
3
Buy
Jul 08, 2024
American Tower
0.77%
▼ 9.12%
3
Buy
Jul 08, 2024
Avis Budget
0.52%
▼ 32.34%
2
Buy
Jul 08, 2024
Cisco Systems
0.74%
▲ 30.42%
3
Buy
Jul 08, 2024
CVS Health
0.56%
▼ 33.29%
4
Buy
Jul 08, 2024
Chevron
0.76%
▲ 3.69%
2
Buy
Jul 08, 2024
Boeing
0.82%
▲ 0.73%
3
Buy
Jul 08, 2024
CSX
0.66%
▲ 4.83%
2
Buy
Jul 08, 2024
Warner Bros
1.24%
▲ 4.50%
4
Buy
Jul 08, 2024
Alibaba
1.18%
▲ 3.16%
3
Buy
Jul 08, 2024
Devon Energy
0.41%
▼ 32.99%
3
Buy
Jul 08, 2024
General Mills
0.59%
▲ 2.15%
2
Buy
Jul 08, 2024
Deere
1.1%
▲ 15.98%
3
Buy
Jul 08, 2024
Yum China Holdings
1.4%
▲ 27.82%
3
Buy
Jul 08, 2024