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****1737 - New Portfolio

Kevin

****1737
Individual Investor
Ranked #548,294 out of 775,923 TipRanks' Investors
Success Rate
44%
26 out of 59
profitable transactions
Average Return
-8.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.30%
6-Month Return▲ 7.95%
12-Month Return▲ 5.25%
YTD Return▲ 4.64%
Total Return▲ 21.79%

Best Trade

Opened at
Closed at
Gain▲ 36.41%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.52%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.84%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.07%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.65%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 8.10%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.41%
▼ 2.25%▲ 3.53%▼ 0.52%
▲ 25.71%▲ 1.21%▲ 5.84%
▼ 4.22%▲ 2.34%▲ 3.52%
▲ 7.82%▲ 2.10%▲ 4.84%
▲ 5.38%▼ 0.89%▼ 3.07%
▲ 43.22%▲ 5.96%▲ 3.65%
▲ 3.34%▼ 1.56%▼ 8.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altria Group
8.94%
▲ 0.02%
12
Buy
Dec 03, 2024
Invesco QQQ Trust
▲ 7.71%
8
Sell
Nov 22, 2024
Flagstar Financial
▼ 10.20%
10
Sell
Nov 21, 2024
SPDR S&P 500 ETF Trust
▲ 1.17%
4
Sell
Nov 08, 2024
Solventum Corporation
▲ 1.23%
2
Close
Oct 29, 2024
Warner Bros
▼ 76.82%
2
Close
Oct 22, 2024
Verizon
7.96%
▼ 12.80%
6
Buy
Oct 07, 2024
Rio Tinto
▲ 4.36%
7
Close
Oct 05, 2024
Ford Motor
3.28%
▼ 31.31%
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
5.05%
▼ 46.16%
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
BHP Group
3.27%
▼ 8.96%
3
Buy
Jul 29, 2023
iShares Russell 2000 ETF
▲ 0.90%
2
Close
Feb 10, 2023