New Portfolio - New Portfolio

AK

New Portfolio
Individual Investor
Ranked #138,967 out of 755,539 TipRanks' Investors
Success Rate
67%
16 out of 24
profitable transactions
Average Return
18.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.29%
6-Month Return▲ 6.36%
12-Month Return▲ 11.23%
YTD Return▲ 7.24%
Total Return▲ 16.33%

Best Trade

Opened at
Closed at-
Gain▲ 79.41%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.33%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.30%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.96%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 3.41%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.05%
▲ 5.05%▲ 3.27%▲ 6.56%
▼ 12.40%▼ 4.03%▼ 1.89%
▲ 11.46%▲ 5.06%▲ 3.19%
▼ 2.25%▲ 3.53%▼ 0.33%
▲ 25.76%▲ 1.21%▲ 2.30%
▼ 4.21%▲ 2.34%▲ 1.96%
▼ 12.37%▼ 4.14%▼ 3.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
8.43%
▼ 26.22%
5
Buy
Jan 30, 2023
Microsoft
25.74%
▲ 72.15%
4
Buy
Jan 30, 2023
Schwab US Dividend Equity ETF
20.9%
▲ 24.61%
4
Buy
Dec 13, 2022
Realty Income
15.9%
▲ 10.86%
3
Buy
Nov 07, 2022
Enterprise Products Partners
7.37%
▲ 37.11%
4
Buy
Nov 07, 2022
Clearway Energy
7.01%
▼ 12.24%
3
Buy
Nov 06, 2022
JPMorgan Equity Premium Income ETF
14.66%
▲ 33.55%
1
Open
Sep 30, 2022