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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #31,352 out of 796,840 TipRanks' Investors
Success Rate
71%
1885 out of 2652
profitable transactions
Average Return
18.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.75%
6-Month Return▼ 1.96%
12-Month Return▲ 9.69%
YTD Return▲ 0.78%
Total Return▲ 28.79%

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

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.48%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 5.53%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.75%
Mar 2025
▼ 3.93%
▼ 5.75%
▼ 3.84%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▼ 1.95%
▲ 25.98%▲ 5.96%▲ 4.48%
▲ 5.36%▼ 2.41%▼ 5.53%
▲ 6.01%▲ 2.69%▲ 4.57%
▼ 12.86%▼ 1.27%▲ 2.01%
▼ 1.80%▼ 5.57%▼ 1.75%
▼ 3.93%▼ 5.75%▼ 3.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
0%
▲ 52.37%
28
Sell
Apr 22, 2025
Solventum Corporation
▲ 2.34%
2
Close
Apr 09, 2025
Frontline
▲ 5.67%
5
Close
Apr 08, 2025
Apple
0.16%
▲ 30.15%
52
Sell
Apr 04, 2025
AbbVie
0%
▲ 11.30%
3
Sell
Apr 04, 2025
Newmont Mining
▲ 3.85%
3
Close
Apr 04, 2025
Sprinklr
0%
▼ 15.25%
1
Open
Apr 02, 2025
NerdWallet, Inc. Class A
0%
▼ 7.17%
1
Open
Apr 02, 2025
Upwork
0%
▼ 1.72%
1
Open
Apr 02, 2025
International Seaways
0%
▼ 2.39%
1
Open
Apr 02, 2025
Amazon
2.02%
▼ 4.94%
13
Open
Apr 01, 2025
Armada Hoffler Properties
0.9%
▼ 10.12%
2
Buy
Mar 25, 2025
Prospect Capital
0.98%
▼ 30.11%
41
Buy
Mar 24, 2025
Microsoft
1.81%
▲ 7.17%
23
Buy
Mar 24, 2025
Novo Nordisk
0.93%
▼ 28.83%
3
Buy
Mar 18, 2025
Brookfield Corporation
3.81%
▼ 8.23%
2
Buy
Mar 18, 2025
Pilgrim's Pride
0.72%
▲ 20.56%
2
Buy
Mar 18, 2025
Brinker International
0.76%
▲ 18.78%
1
Open
Mar 18, 2025
Oaktree Specialty Lending
0%
▼ 8.44%
1
Open
Mar 18, 2025
OppFi
0.62%
▼ 8.57%
1
Open
Mar 06, 2025