tiprankstipranks

****1737 - New Portfolio

Kevin

****1737
Individual Investor
Ranked #532,764 out of 793,417 TipRanks' Investors
Success Rate
46%
28 out of 61
profitable transactions
Average Return
-5.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.60%
6-Month Return▲ 5.19%
12-Month Return▲ 24.48%
YTD Return▲ 11.74%
Total Return▲ 38.29%

Best Trade

Opened at
Closed at-
Gain▲ 79.02%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.83%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.25%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.65%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.44%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.99%
Feb 2025
▲ 7.47%
▼ 3.09%
▲ 3.15%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.52%
▲ 2.93%▲ 2.10%▲ 4.83%
▲ 10.00%▼ 0.89%▼ 3.25%
▲ 26.01%▲ 5.96%▲ 3.65%
▲ 5.34%▼ 2.41%▼ 6.44%
▲ 5.88%▲ 2.69%▲ 3.18%
▼ 12.86%▼ 1.27%▲ 4.99%
▲ 7.47%▼ 3.09%▲ 3.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
8.52%
▲ 13.35%
3
Buy
Jan 07, 2025
Cisco Systems
▼ 0.03%
2
Close
Dec 27, 2024
Altria Group
17.69%
▲ 1.45%
13
Buy
Dec 24, 2024
Invesco QQQ Trust
▲ 7.71%
8
Close
Nov 22, 2024
Flagstar Financial
▼ 10.20%
10
Sell
Nov 21, 2024
SPDR S&P 500 ETF Trust
▲ 1.17%
4
Close
Nov 08, 2024
Solventum Corporation
▲ 1.23%
2
Close
Oct 29, 2024
Warner Bros
▼ 76.82%
2
Close
Oct 22, 2024
Verizon
8.14%
▼ 10.80%
6
Buy
Oct 07, 2024
Rio Tinto
▲ 4.36%
7
Close
Oct 05, 2024
Ford Motor
3.21%
▼ 28.46%
3
Buy
Aug 08, 2024
3M
▼ 3.31%
4
Sell
Aug 08, 2024
Schwab US Dividend Equity ETF
▲ 3.34%
4
Close
May 16, 2024
Coca-Cola
▼ 5.62%
4
Close
Mar 14, 2024
Dow Inc
▼ 11.64%
3
Close
Feb 29, 2024
Advanced Micro Devices
▲ 2.99%
2
Close
Dec 06, 2023
Annaly Capital
5.34%
▼ 39.45%
2
Buy
Aug 17, 2023
Global X NASDAQ 100 Covered Call ETF
▲ 6.03%
2
Close
Aug 01, 2023
iShares iBoxx $ High Yield Corporate Bond ETF
▼ 8.25%
3
Close
Aug 01, 2023
SPDR Bloomberg High Yield Bond ETF
▼ 18.27%
2
Close
Aug 01, 2023