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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #28,268 out of 769,002 TipRanks' Investors
Success Rate
77%
1994 out of 2582
profitable transactions
Average Return
20.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.05%
6-Month Return▲ 9.01%
12-Month Return▲ 21.73%
YTD Return▲ 14.90%
Total Return▲ 31.70%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.61%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.14%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.00%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 1.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.27%
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▼ 0.93%
▲ 25.72%▲ 1.21%▲ 5.55%
▼ 4.22%▲ 2.34%▲ 2.76%
▲ 7.82%▲ 2.10%▲ 2.14%
▲ 5.70%▼ 0.89%▼ 2.00%
▲ 21.94%▲ 3.81%▲ 1.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
0.41%
0.00%
1
Open
Nov 20, 2024
Paysafe
0.23%
▼ 10.67%
1
Open
Nov 13, 2024
LATAM Airlines Group SA Sponsored ADR
0.39%
▲ 2.70%
1
Open
Nov 13, 2024
Mastercard
1.9%
▲ 22.04%
16
Buy
Nov 12, 2024
Teck Resources
1.33%
▲ 12.73%
5
Buy
Nov 11, 2024
Datadog
1.49%
▲ 7.53%
2
Buy
Nov 11, 2024
Qualcomm
1.24%
▲ 22.59%
12
Buy
Nov 08, 2024
Sanofi
0%
▲ 12.69%
16
Sell
Nov 08, 2024
KE Holdings Inc. Sponsored ADR Class A
1.4%
▼ 10.49%
2
Sell
Nov 08, 2024
Byrna Technologies
0%
▲ 29.54%
2
Sell
Nov 07, 2024
Incyte
0%
▼ 8.06%
1
Open
Nov 05, 2024
Munich Reinsurance
1.18%
▲ 46.56%
10
Buy
Nov 01, 2024
OMV AG
1.32%
▲ 9.15%
7
Buy
Nov 01, 2024
Deutsche Bank AG
1.16%
▲ 10.07%
4
Buy
Nov 01, 2024
Genuine Parts Company
0.71%
▼ 22.63%
22
Buy
Oct 23, 2024
Nestle SA Reg
▼ 14.96%
10
Close
Oct 23, 2024
Kraft Heinz
0%
▼ 7.85%
3
Sell
Oct 21, 2024
Entravision
▲ 2.59%
4
Close
Oct 21, 2024
Crest Nicholson Holdings
▼ 7.99%
4
Close
Oct 18, 2024
Main Street Capital
3.06%
▲ 52.27%
41
Buy
Oct 17, 2024