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New Portfolio Aug 2022 - New Portfolio
New Portfolio Aug 2022
Individual Investor
Ranked #57,382 out of 743,457 TipRanks' Investors
Success Rate
1668 out of 2453
profitable transactions
profitable transactions
Average Return
11.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.13%
6-Month Return▲ 3.91%
12-Month Return▲ 8.02%
YTD Return▲ 3.53%
Total Return▲ 18.66%
Best Trade
Bio
Attempt for a highly diversified portfolio with solid companies and a lot o dividends
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.44%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.02%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.61%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.92%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.47%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.74%
▼ 1.87%▲ 1.59%▼ 0.44%
▲ 14.08%▲ 5.22%▲ 2.21%
▲ 5.05%▲ 3.27%▲ 4.02%
▼ 12.40%▼ 4.03%▼ 4.27%
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▼ 0.92%
▲ 0.26%▲ 0.21%▼ 0.47%
Recent Activity
Unilever
0%
▲ 13.11%
16
Sell
Jul 02, 2024
Revance Therapeutics
―
▼ 80.92%
3
Close
Jul 02, 2024
Medifast
―
▼ 72.25%
9
Close
Jul 01, 2024
Snowflake
0.83%
▲ 6.61%
1
Open
Jun 27, 2024
Procter & Gamble
0.29%
▲ 16.68%
35
Sell
Jun 22, 2024
Royal Bank Of Canada
0.33%
▲ 18.43%
38
Sell
Jun 22, 2024
Kimberly Clark
0.29%
▲ 13.27%
37
Sell
Jun 22, 2024
Walmart
0.33%
▲ 42.83%
36
Sell
Jun 22, 2024
Qualcomm
0.28%
▲ 62.77%
10
Sell
Jun 22, 2024
Stellantis
0%
▲ 30.16%
4
Sell
Jun 21, 2024
Lloyds Banking
0%
▲ 25.41%
4
Sell
Jun 20, 2024
Fortis
―
▼ 0.19%
2
Close
Jun 20, 2024
Eastgroup Properties
0%
▲ 2.49%
1
Open
Jun 17, 2024
Braze
0.31%
▲ 9.90%
1
Open
Jun 14, 2024
Docebo
0.15%
▲ 0.74%
1
Open
Jun 14, 2024
EPR Properties
0%
▲ 3.01%
1
Open
Jun 14, 2024
Golden Heaven Group Holdings Ltd.
0%
▼ 65.91%
5
Sell
Jun 12, 2024
Crest Nicholson Holdings
0%
▲ 20.77%
3
Sell
Jun 12, 2024
Acumen Pharmaceuticals
―
▼ 20.45%
2
Close
Jun 06, 2024
Vodafone
3.95%
▲ 2.98%
6
Buy
Jun 05, 2024