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SmtInvestor - New Portfolio

George Walls

SmtInvestor
Individual Investor
Ranked #185,260 out of 747,046 TipRanks' Investors
Success Rate
63%
35 out of 56
profitable transactions
Average Return
7.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.94%
6-Month Return▲ 9.33%
12-Month Return▲ 11.07%
YTD Return▲ 8.27%
Total Return▲ 23.86%

Best Trade

Opened at
Closed at-
Gain▲ 96.51%

Bio

Performance

19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 9.27%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.54%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.00%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.77%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.44%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 3.98%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.27%
▼ 1.87%▲ 1.59%▼ 0.54%
▲ 14.08%▲ 5.22%▲ 5.28%
▲ 5.05%▲ 3.27%▲ 5.00%
▼ 12.40%▼ 4.03%▼ 6.46%
▲ 11.46%▲ 5.06%▲ 3.77%
▼ 2.25%▲ 3.53%▼ 2.44%
▲ 19.38%▲ 2.34%▲ 3.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Value ETF
0%
▲ 4.55%
1
Open
Jul 05, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
0%
▼ 1.84%
1
Open
Jul 05, 2024
Vanguard Information Technology ETF
0%
▼ 1.71%
1
Open
Jul 03, 2024
Vanguard Real Estate ETF
0%
▲ 8.16%
1
Open
Jul 01, 2024
Nvidia
0%
▼ 10.53%
1
Open
Jun 14, 2024
Apple
0%
▲ 12.17%
3
Open
Apr 11, 2024
JPMorgan Equity Premium Income ETF
0%
▲ 16.26%
1
Open
Apr 03, 2023
Masimo
▼ 0.70%
4
Close
Feb 28, 2023
Calix
0%
▼ 27.90%
1
Open
Feb 28, 2023
MasTec
1.29%
▲ 4.56%
1
Open
Feb 16, 2023
CAE
0.23%
▼ 7.47%
3
Open
Feb 13, 2023
Equifax
0.33%
▲ 9.82%
3
Open
Feb 13, 2023
HCA Healthcare
0.4%
▲ 13.63%
3
Open
Feb 13, 2023
Acuity Brands
▼ 0.05%
2
Close
Feb 11, 2023
Clarivate
▼ 1.01%
2
Close
Feb 11, 2023
Crescent Energy Company Class A
▲ 5.94%
2
Close
Feb 11, 2023
General Dynamics
▲ 1.64%
2
Close
Feb 11, 2023
GE Aerospace
▲ 0.88%
2
Close
Feb 11, 2023
GFL Environmental
▲ 0.44%
2
Close
Feb 11, 2023
Oracle
▲ 3.15%
2
Close
Feb 11, 2023