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New Portfolio Nov 2022 - New Portfolio

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New Portfolio Nov 2022
Individual Investor
Ranked #303,076 out of 747,525 TipRanks' Investors
Success Rate
55%
28 out of 51
profitable transactions
Average Return
2.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.52%
6-Month Return▲ 8.69%
12-Month Return▲ 1.71%
YTD Return▲ 5.03%
Total Return▼ 16.14%

Best Trade

Opened at
Closed at-
Gain▲ 89.78%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.94%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.36%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.26%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 1.81%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.94%
▼ 1.87%▲ 1.59%▲ 0.60%
▲ 14.08%▲ 5.22%▲ 4.09%
▲ 5.05%▲ 3.27%▲ 0.03%
▼ 12.40%▼ 4.03%▼ 6.14%
▲ 11.46%▲ 5.06%▲ 5.36%
▼ 2.25%▲ 3.53%▲ 3.26%
▲ 25.65%▲ 0.88%▼ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
1.12%
▲ 0.13%
7
Open
Apr 10, 2024
Costco
6.5%
▲ 34.88%
3
Open
Apr 10, 2024
Eli Lilly & Co
8.46%
▲ 6.08%
3
Open
Apr 10, 2024
Pfizer
▲ 7.23%
3
Close
Apr 10, 2024
Agenus
▼ 81.99%
3
Close
Apr 10, 2024
Nvidia
49.89%
▲ 35.50%
1
Open
Apr 10, 2024
Taiwan Semiconductor Manufacturing
12.97%
▲ 13.65%
1
Open
Apr 10, 2024
LPL Financial
9.94%
▼ 18.37%
1
Open
Apr 10, 2024
Salesforce
2.3%
▼ 17.22%
1
Open
Apr 10, 2024
McDonald's
▲ 0.06%
2
Close
Jan 31, 2023
Bank of America
▲ 4.69%
2
Close
Jan 31, 2023
Caterpillar
▲ 3.75%
4
Close
Jan 27, 2023
HCA Healthcare
▲ 3.48%
4
Close
Jan 21, 2023
International Business Machines
▲ 18.51%
3
Close
Jan 09, 2023
Chipotle
▲ 41.93%
3
Close
Jan 09, 2023
Verizon
▲ 11.66%
1
Close
Jan 09, 2023
Shell
▲ 32.09%
1
Close
Jan 09, 2023
T Mobile US
▲ 23.87%
1
Close
Jan 09, 2023
Coca-Cola
▲ 9.27%
1
Close
Jan 09, 2023
Merck & Company
0.35%
▲ 18.58%
1
Open
Jan 09, 2023