tiprankstipranks

11-1-2022 - New Portfolio

sat mohinder

11-1-2022
Individual Investor
Ranked #75,444 out of 775,923 TipRanks' Investors
Success Rate
68%
242 out of 358
profitable transactions
Average Return
14.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.06%
6-Month Return▲ 8.41%
12-Month Return▲ 28.71%
YTD Return▲ 28.21%
Total Return▲ 74.08%

Best Trade

Opened at
Closed at-
Gain▲ 589.99%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.46%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 0.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.80%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.57%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.80%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.02%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.30%
▼ 2.25%▲ 3.53%▲ 4.46%
▲ 25.71%▲ 1.21%▼ 0.79%
▼ 4.22%▲ 2.34%▲ 2.15%
▲ 7.82%▲ 2.10%▲ 1.80%
▲ 5.38%▼ 0.89%▼ 0.57%
▲ 43.22%▲ 5.96%▲ 5.80%
▲ 3.34%▼ 1.56%▼ 0.02%

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
4%
▲ 41.05%
11
Sell
Nov 14, 2024
Industrial Select Sector SPDR Fund
1.3%
▲ 24.08%
5
Buy
Nov 14, 2024
Financial Select Sector SPDR Fund
2.37%
▲ 17.75%
10
Buy
Nov 14, 2024
Waste Management
1.49%
▼ 2.54%
3
Open
Nov 14, 2024
Vanguard High Dividend Yield Index ETF
1.89%
▲ 6.15%
6
Buy
Nov 14, 2024
Vanguard Value ETF
3.74%
▲ 8.63%
5
Sell
Nov 14, 2024
Vanguard S&P 500 Value ETF
3.63%
▲ 17.95%
7
Buy
Nov 14, 2024
Vanguard Small-Cap ETF
1.17%
▲ 4.39%
12
Buy
Nov 14, 2024
JPMorgan Equity Premium Income ETF
5.82%
▲ 10.12%
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
2.35%
▲ 0.95%
10
Buy
Nov 14, 2024
Broadcom
5.35%
▲ 115.59%
7
Buy
Nov 14, 2024
Meta Platforms
▲ 11.25%
11
Close
Nov 14, 2024
Nvidia
5.19%
▲ 286.72%
11
Sell
Nov 14, 2024
Amazon
3.25%
▲ 69.72%
8
Sell
Nov 14, 2024
Ares Capital
11.18%
▲ 19.74%
7
Buy
Nov 14, 2024
Technology Select Sector SPDR Fund
2.84%
▲ 27.14%
8
Buy
Nov 14, 2024
Microsoft
5.28%
▲ 14.75%
8
Buy
Nov 14, 2024