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11-1-2022 - New Portfolio

PerformancePortfolio Details

sat mohinder

11-1-2022
Individual Investor
Ranked #65,196 out of 783,839 TipRanks' Investors
Success Rate
70%
251 out of 358
profitable transactions
Average Return
15.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.62%
6-Month Return▲ 22.42%
12-Month Return▲ 31.68%
YTD Return▲ 7.80%
Total Return▲ 87.03%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 515.05%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.79%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.63%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.80%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.32%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 7.80%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.46%
▲ 8.13%▲ 1.21%▼ 0.79%
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.82%
▲ 9.99%▼ 0.89%▼ 0.63%
▲ 26.04%▲ 5.96%▲ 5.80%
▲ 5.93%▼ 2.41%▼ 0.32%
▲ 4.46%▲ 2.69%▲ 7.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LLY
Eli Lilly & Co
―
▲ 5.26%
6
Close
Nov 24, 2024
BAC
Bank of America
―
▲ 38.36%
6
Close
Nov 17, 2024
AAPL
Apple
3.61%
▲ 30.80%
11
Sell
Nov 14, 2024
XLI
Industrial Select Sector SPDR Fund
1.31%
▲ 28.92%
5
Buy
Nov 14, 2024
XLF
Financial Select Sector SPDR Fund
2.45%
▲ 23.86%
10
Buy
Nov 14, 2024
WM
Waste Management
1.55%
▲ 0.73%
3
Open
Nov 14, 2024
VYM
Vanguard High Dividend Yield Index ETF
1.92%
▲ 9.68%
6
Buy
Nov 14, 2024
VTV
Vanguard Value ETF
3.79%
▲ 11.91%
5
Sell
Nov 14, 2024
VOOV
Vanguard S&P 500 Value ETF
3.6%
▲ 20.83%
7
Buy
Nov 14, 2024
VB
Vanguard Small-Cap ETF
1.17%
▲ 6.01%
12
Buy
Nov 14, 2024
JEPI
JPMorgan Equity Premium Income ETF
5.75%
▲ 11.99%
8
Buy
Nov 14, 2024
DIA
SPDR Dow Jones Industrial Average ETF Trust
―
▲ 16.84%
10
Close
Nov 14, 2024
XLV
Health Care Select Sector SPDR Fund
2.44%
▲ 7.93%
10
Buy
Nov 14, 2024
AVGO
Broadcom
5.23%
▲ 116.64%
7
Buy
Nov 14, 2024
META
Meta Platforms
―
▲ 11.25%
11
Close
Nov 14, 2024
NVDA
Nvidia
4.51%
▲ 244.72%
11
Sell
Nov 14, 2024
AMZN
Amazon
3.35%
▲ 79.35%
8
Sell
Nov 14, 2024
ARCC
Ares Capital
12.07%
▲ 32.57%
7
Buy
Nov 14, 2024
XLK
Technology Select Sector SPDR Fund
2.71%
▲ 24.57%
8
Buy
Nov 14, 2024
MSFT
Microsoft
4.89%
▲ 9.90%
8
Buy
Nov 14, 2024