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Core Stocks - New Portfolio

Keith Hugenberg

Core Stocks
Individual Investor
Ranked #22,974 out of 769,002 TipRanks' Investors
Success Rate
76%
165 out of 216
profitable transactions
Average Return
29.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.53%
6-Month Return▲ 7.79%
12-Month Return▲ 22.91%
YTD Return▲ 15.00%
Total Return▲ 48.79%

Best Trade

Opened at
Closed at-
Gain▲ 807.22%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.66%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.78%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.03%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.74%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.57%
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▼ 0.66%
▲ 25.72%▲ 1.21%▲ 3.78%
▼ 4.22%▲ 2.34%▲ 1.16%
▲ 7.82%▲ 2.10%▲ 3.03%
▲ 5.70%▼ 0.89%▼ 1.74%
▲ 23.63%▲ 3.84%▲ 3.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
0.78%
▲ 16.69%
3
Buy
Jul 08, 2024
Nike
0.85%
▼ 18.29%
3
Buy
Jul 08, 2024
Starbucks
0.9%
▲ 31.58%
2
Buy
Jul 08, 2024
Johnson & Johnson
0.98%
▲ 2.31%
3
Buy
Jul 08, 2024
The Hershey Company
0.79%
▼ 10.82%
3
Buy
Jul 08, 2024
American Tower
0.83%
▼ 0.64%
3
Buy
Jul 08, 2024
Avis Budget
0.64%
▼ 17.23%
2
Buy
Jul 08, 2024
Cisco Systems
0.72%
▲ 28.15%
3
Buy
Jul 08, 2024
CVS Health
0.71%
▼ 14.53%
4
Buy
Jul 08, 2024
Chevron
0.84%
▲ 17.10%
2
Buy
Jul 08, 2024
Boeing
0.65%
▼ 17.03%
3
Buy
Jul 08, 2024
CSX
0.72%
▲ 13.78%
2
Buy
Jul 08, 2024
Warner Bros
1.16%
▼ 2.73%
4
Buy
Jul 08, 2024
Alibaba
1.2%
▲ 8.79%
3
Buy
Jul 08, 2024
Devon Energy
0.51%
▼ 17.13%
3
Buy
Jul 08, 2024
General Mills
0.58%
▲ 2.46%
2
Buy
Jul 08, 2024
Deere
1.09%
▲ 8.60%
3
Buy
Jul 08, 2024
Yum China Holdings
1.33%
▲ 24.24%
3
Buy
Jul 08, 2024
Intel
0.66%
▼ 32.63%
2
Buy
Jul 08, 2024
Anheuser-Busch Inbev Sa
0.59%
▼ 6.76%
2
Buy
Jul 08, 2024