tiprankstipranks

11-1-2022 - New Portfolio

sat mohinder

11-1-2022
Individual Investor
Ranked #76,771 out of 769,002 TipRanks' Investors
Success Rate
68%
245 out of 358
profitable transactions
Average Return
13.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.88%
6-Month Return▲ 10.29%
12-Month Return▲ 31.14%
YTD Return▲ 25.64%
Total Return▲ 70.59%

Best Trade

Opened at
Closed at-
Gain▲ 647.23%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.34%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.80%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.39%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.47%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.34%
▲ 11.46%▲ 5.06%▲ 5.30%
▼ 2.25%▲ 3.53%▲ 4.46%
▲ 25.72%▲ 1.21%▼ 0.79%
▼ 4.22%▲ 2.34%▲ 2.15%
▲ 7.82%▲ 2.10%▲ 1.80%
▲ 5.70%▼ 0.89%▼ 0.39%
▲ 23.63%▲ 3.84%▲ 3.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
▲ 38.36%
6
Close
Nov 17, 2024
Apple
3.53%
▲ 26.92%
11
Sell
Nov 14, 2024
Industrial Select Sector SPDR Fund
1.34%
▲ 28.84%
5
Buy
Nov 14, 2024
Financial Select Sector SPDR Fund
2.41%
▲ 19.73%
10
Buy
Nov 14, 2024
Waste Management
1.58%
▲ 0.23%
3
Open
Nov 14, 2024
Vanguard High Dividend Yield Index ETF
1.94%
▲ 8.00%
6
Buy
Nov 14, 2024
Vanguard Value ETF
3.86%
▲ 11.43%
5
Sell
Nov 14, 2024
Vanguard S&P 500 Value ETF
3.75%
▲ 22.43%
7
Buy
Nov 14, 2024
Vanguard Small-Cap ETF
1.2%
▲ 5.75%
12
Buy
Nov 14, 2024
JPMorgan Equity Premium Income ETF
5.9%
▲ 11.53%
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
2.42%
▲ 4.52%
10
Buy
Nov 14, 2024
Broadcom
3.91%
▲ 59.40%
7
Buy
Nov 14, 2024
Meta Platforms
▲ 11.25%
11
Close
Nov 14, 2024
Nvidia
5.56%
▲ 318.81%
11
Sell
Nov 14, 2024
Amazon
2.82%
▲ 53.09%
8
Sell
Nov 14, 2024
Ares Capital
11.21%
▲ 19.38%
7
Buy
Nov 14, 2024
Technology Select Sector SPDR Fund
2.77%
▲ 24.54%
8
Buy
Nov 14, 2024
Microsoft
4.91%
▲ 9.81%
8
Buy
Nov 14, 2024
AT&T
1.44%
▲ 4.03%
4
Buy
Nov 14, 2024