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New Portfolio - New Portfolio

AK

New Portfolio
Individual Investor
Ranked #301,362 out of 775,913 TipRanks' Investors
Success Rate
54%
13 out of 24
profitable transactions
Average Return
17.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.39%
6-Month Return▼ 4.92%
12-Month Return▲ 1.20%
YTD Return▲ 0.90%
Total Return▲ 9.46%

Best Trade

Opened at
Closed at-
Gain▲ 95.39%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.33%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.65%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.68%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.80%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 10.31%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.19%
▼ 2.25%▲ 3.53%▼ 0.33%
▲ 25.71%▲ 1.21%▲ 2.30%
▼ 4.22%▲ 2.34%▲ 1.96%
▲ 7.82%▲ 2.10%▼ 0.65%
▲ 5.38%▼ 0.89%▼ 2.68%
▲ 43.22%▲ 5.96%▲ 4.80%
▲ 3.34%▼ 1.56%▼ 10.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
6.4%
▼ 44.11%
5
Buy
Jan 30, 2023
Microsoft
28.56%
▲ 87.49%
4
Buy
Jan 30, 2023
Schwab US Dividend Equity ETF
21.3%
▲ 26.70%
4
Buy
Dec 13, 2022
Realty Income
13.74%
▼ 4.97%
3
Buy
Nov 07, 2022
Enterprise Products Partners
8.08%
▲ 49.86%
4
Buy
Nov 07, 2022
Clearway Energy
6.78%
▼ 15.65%
3
Buy
Nov 06, 2022
JPMorgan Equity Premium Income ETF
15.14%
▲ 37.78%
1
Open
Sep 30, 2022