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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #44,162 out of 775,913 TipRanks' Investors
Success Rate
72%
1874 out of 2592
profitable transactions
Average Return
18.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.95%
6-Month Return▲ 6.67%
12-Month Return▲ 12.35%
YTD Return▲ 11.34%
Total Return▲ 27.62%

Best Trade

Opened at
Closed at
Gain▲ 544.93%

Bio

Attempt for a highly diversified portfolio with solid companies and a lot o dividends

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.61%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.96%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.56%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 5.72%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▼ 0.93%
▲ 25.71%▲ 1.21%▲ 5.55%
▼ 4.22%▲ 2.34%▲ 2.76%
▲ 7.82%▲ 2.10%▲ 2.13%
▲ 5.38%▼ 0.89%▼ 1.96%
▲ 43.22%▲ 5.96%▲ 4.56%
▼ 5.24%▼ 2.73%▼ 5.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Genuine Parts Company
▼ 25.16%
24
Close
Dec 18, 2024
Croda International
▼ 43.13%
13
Close
Dec 17, 2024
Diageo
▼ 28.48%
10
Close
Dec 17, 2024
DR Horton
▼ 4.32%
2
Close
Dec 17, 2024
Kering SA
▼ 34.53%
3
Close
Dec 17, 2024
Banco Bradesco SA
▼ 30.51%
2
Close
Dec 17, 2024
Franklin Resources
▼ 6.93%
42
Close
Dec 13, 2024
Selective Insurance Group
▼ 7.62%
2
Close
Dec 13, 2024
Archer Daniels Midland
▼ 31.52%
45
Close
Dec 12, 2024
Citigroup
0.29%
▲ 56.70%
16
Buy
Dec 12, 2024
Duke Energy
0.3%
▲ 13.19%
2
Buy
Dec 12, 2024
Datadog
0%
▲ 18.65%
3
Sell
Dec 12, 2024
Royal Gold
0.26%
▼ 8.93%
1
Open
Dec 12, 2024
BlackRock
2%
▲ 45.63%
13
Buy
Dec 02, 2024
Royal Bank Of Canada
1.88%
▲ 33.73%
41
Buy
Nov 29, 2024
Kraft Heinz
▼ 6.14%
4
Close
Nov 28, 2024
Newmont Mining
0.68%
▼ 8.94%
1
Open
Nov 27, 2024
KE Holdings Inc. Sponsored ADR Class A
2.75%
▼ 10.24%
3
Buy
Nov 26, 2024
Alexandria Equities
▼ 3.71%
4
Close
Nov 25, 2024
AbbVie
1.52%
▲ 8.35%
2
Buy
Nov 22, 2024