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New Portfolio - New Portfolio

AK

New Portfolio
Individual Investor
Ranked #162,660 out of 791,381 TipRanks' Investors
Success Rate
67%
16 out of 24
profitable transactions
Average Return
19.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.39%
6-Month Return▼ 0.95%
12-Month Return▲ 6.13%
YTD Return▲ 3.85%
Total Return▲ 16.71%

Best Trade

Opened at
Closed at-
Gain▲ 70.60%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.65%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.68%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.80%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 7.92%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 2.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.15%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 1.92%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.96%
▲ 2.93%▲ 2.10%▼ 0.65%
▲ 10.00%▼ 0.89%▼ 2.68%
▲ 26.01%▲ 5.96%▲ 4.80%
▲ 5.75%▼ 2.41%▼ 7.92%
▲ 5.32%▲ 2.69%▲ 2.65%
▼ 12.86%▼ 1.27%▲ 3.15%
▼ 2.15%▼ 5.65%▼ 1.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
7.21%
▼ 37.50%
5
Buy
Jan 30, 2023
Microsoft
25.05%
▲ 63.70%
4
Buy
Jan 30, 2023
Schwab US Dividend Equity ETF
21.79%
▲ 28.79%
4
Buy
Dec 13, 2022
Realty Income
14.85%
▲ 3.58%
3
Buy
Nov 07, 2022
Enterprise Products Partners
8.7%
▲ 62.96%
4
Buy
Nov 07, 2022
Clearway Energy
7.54%
▼ 5.29%
3
Buy
Nov 06, 2022
JPMorgan Equity Premium Income ETF
14.86%
▲ 36.78%
1
Open
Sep 30, 2022