****1737 - New Portfolio

Kevin

****1737
Individual Investor
Ranked #464,589 out of 749,513 TipRanks' Investors
Success Rate
42%
20 out of 48
profitable transactions
Average Return
-8.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.63%
6-Month Return▲ 8.78%
12-Month Return▲ 7.90%
YTD Return▲ 4.22%
Total Return▲ 21.31%

Best Trade

Opened at
Closed at
Gain▲ 36.41%

Bio

Performance

22.69%0-22.69%
▲ 5.14%
▲ 4.57%
▲ 6.79%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.19%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.07%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.52%
Jun 2024
▲ 22.69%
▼ 0.41%
▲ 5.63%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.79%
▼ 1.87%▲ 1.59%▼ 4.19%
▲ 14.08%▲ 5.22%▼ 1.19%
▲ 5.05%▲ 3.27%▲ 3.52%
▼ 12.40%▼ 4.03%▼ 3.07%
▲ 11.46%▲ 5.06%▲ 4.41%
▼ 2.25%▲ 3.53%▼ 0.52%
▲ 22.69%▼ 0.41%▲ 5.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NY Community
1.2%
▲ 12.76%
7
Buy
Jul 30, 2024
Altria Group
6.73%
▼ 0.59%
9
Buy
Jul 08, 2024
Schwab US Dividend Equity ETF
▲ 3.36%
4
Close
May 16, 2024
Rio Tinto
▲ 2.39%
5
Sell
May 16, 2024
Solventum Corporation
2.02%
▼ 18.65%
1
Buy
Apr 04, 2024
Verizon
8.34%
▼ 17.04%
4
Buy
Mar 29, 2024
Coca-Cola
▼ 5.62%
4
Close
Mar 14, 2024
3M
17.51%
▼ 0.23%
3
Buy
Mar 14, 2024
Dow Inc
▼ 11.64%
3
Sell
Feb 29, 2024
Advanced Micro Devices
▲ 2.99%
2
Close
Dec 06, 2023
Annaly Capital
5.47%
▼ 43.08%
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
Invesco QQQ Trust
▲ 27.83%
2
Close
Aug 01, 2023
BHP Group
3.81%
▼ 4.09%
3
Buy
Jul 29, 2023
iShares Russell 2000 ETF
▲ 0.90%
2
Close
Feb 10, 2023
Ford Motor
1.11%
▼ 31.18%
2
Buy
Jan 26, 2023
Energy Select Sector SPDR Fund
▲ 3.07%
2
Close
Jan 26, 2023
AT&T
3.96%
▼ 44.05%
2
Buy
Jan 10, 2023