tiprankstipranks

11-1-2022 - New Portfolio

sat mohinder

11-1-2022
Individual Investor
Ranked #62,623 out of 790,761 TipRanks' Investors
Success Rate
69%
247 out of 358
profitable transactions
Average Return
13.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.69%
6-Month Return▲ 10.11%
12-Month Return▲ 18.49%
YTD Return▲ 0.34%
Total Return▲ 74.57%

Best Trade

Opened at
Closed at-
Gain▲ 477.25%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.62%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.80%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 0.05%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.84%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.49%
Feb 2025
▲ 9.96%
▼ 3.07%
▼ 2.85%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.82%
▲ 10.00%▼ 0.89%▼ 0.62%
▲ 26.01%▲ 5.96%▲ 5.80%
▲ 5.96%▼ 2.41%▼ 0.05%
▲ 5.25%▲ 2.69%▲ 4.84%
▼ 12.86%▼ 1.27%▼ 1.49%
▲ 9.96%▼ 3.07%▼ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
▲ 5.26%
6
Close
Nov 24, 2024
Bank of America
▲ 38.36%
6
Close
Nov 17, 2024
Apple
3.83%
▲ 32.65%
11
Sell
Nov 14, 2024
Industrial Select Sector SPDR Fund
1.33%
▲ 25.10%
5
Buy
Nov 14, 2024
Financial Select Sector SPDR Fund
2.45%
▲ 19.33%
10
Buy
Nov 14, 2024
Waste Management
1.69%
▲ 2.83%
3
Open
Nov 14, 2024
Vanguard High Dividend Yield Index ETF
1.99%
▲ 8.92%
6
Buy
Nov 14, 2024
Vanguard Value ETF
3.91%
▲ 10.91%
5
Sell
Nov 14, 2024
Vanguard S&P 500 Value ETF
3.73%
▲ 19.48%
7
Buy
Nov 14, 2024
Vanguard Small-Cap ETF
1.12%
▲ 1.88%
12
Buy
Nov 14, 2024
JPMorgan Equity Premium Income ETF
5.94%
▲ 11.79%
8
Buy
Nov 14, 2024
SPDR Dow Jones Industrial Average ETF Trust
▲ 16.84%
10
Close
Nov 14, 2024
Health Care Select Sector SPDR Fund
2.6%
▲ 9.70%
10
Buy
Nov 14, 2024
Broadcom
4.82%
▲ 90.88%
7
Buy
Nov 14, 2024
Meta Platforms
▲ 11.25%
11
Close
Nov 14, 2024
Nvidia
4.43%
▲ 223.53%
11
Sell
Nov 14, 2024
Amazon
2.94%
▲ 50.35%
8
Sell
Nov 14, 2024
Ares Capital
12.27%
▲ 28.87%
7
Buy
Nov 14, 2024
Technology Select Sector SPDR Fund
2.68%
▲ 17.95%
8
Buy
Nov 14, 2024
Microsoft
4.85%
▲ 5.18%
8
Buy
Nov 14, 2024