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New Portfolio Aug 2022 - New Portfolio

PerformancePortfolio Details

New Portfolio Aug 2022
Individual Investor
Ranked #183,872 out of 785,038 TipRanks' Investors
Success Rate
66%
31 out of 47
profitable transactions
Average Return
13.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.86%
6-Month Return▲ 5.37%
12-Month Return▲ 11.02%
YTD Return▲ 5.29%
Total Return▲ 19.37%

Best Trade

AssetInternation... (IBM)
Opened at
Closed at-
Gain▲ 100.90%

Bio

value & dividend

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.18%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.85%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.47%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 7.73%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 4.16%
Jan 2025
▼ 13.09%
▲ 0.40%
▲ 1.08%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.52%
▼ 13.14%▲ 2.34%▲ 1.15%
▲ 2.93%▲ 2.10%▼ 0.18%
▲ 9.99%▼ 0.89%▼ 1.85%
▲ 26.04%▲ 5.96%▲ 4.47%
▲ 5.91%▼ 2.41%▼ 7.73%
▲ 4.65%▲ 2.69%▲ 4.16%
▼ 13.09%▲ 0.40%▲ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
6.61%
▲ 28.51%
2
Buy
Jan 06, 2025
AGM
Federal Agricultural
3.38%
▲ 47.72%
3
Buy
Jan 06, 2025
TRIN
Trinity Capital
1.72%
▲ 52.45%
2
Buy
Jan 06, 2025
NVDA
Nvidia
1.11%
▲ 0.20%
1
Open
Jul 15, 2024
IEI
iShares 3-7 Year Treasury Bond ETF
―
▼ 3.00%
2
Close
Feb 14, 2023
XLE
Energy Select Sector SPDR Fund
―
▲ 12.58%
2
Close
Feb 14, 2023
DVN
Devon Energy
1.15%
▼ 44.06%
3
Buy
Feb 14, 2023
BND
Vanguard Total Bond Market ETF
3.73%
▲ 6.37%
1
Open
Feb 14, 2023
SCZ
iShares MSCI EAFE Small-Cap ETF
―
▼ 1.15%
2
Close
Jan 09, 2023
IEMG
iShares Core MSCI Emerging Markets ETF
―
▼ 4.30%
3
Close
Dec 29, 2022
AUPH
Aurinia Pharmaceuticals
―
▼ 9.73%
2
Close
Nov 02, 2022
KD
Kyndryl Holdings Incorporation
―
▼ 15.63%
2
Close
Nov 02, 2022
OPRX
OptimizeRx
―
▼ 6.46%
2
Close
Nov 02, 2022
WBD
Warner Bros
―
▼ 7.38%
2
Close
Nov 02, 2022
SUN
Sunoco
3.9%
▲ 62.70%
2
Buy
Oct 30, 2022
IRM
Iron Mountain
―
▲ 4.95%
2
Close
Sep 17, 2022
KMI
Kinder Morgan
―
▼ 1.83%
2
Close
Sep 09, 2022
T
AT&T
―
▼ 0.75%
2
Close
Aug 18, 2022
BTI
British American Tobacco
1.43%
▲ 24.13%
1
Open
Aug 16, 2022
CUBE
Cubesmart
1.77%
▼ 6.03%
1
Open
Aug 16, 2022