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2023 - New Portfolio

PerformancePortfolio Details

YULE

2023
Individual Investor
Ranked #266,274 out of 775,923 TipRanks' Investors
Success Rate
59%
31 out of 53
profitable transactions
Average Return
7.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.00%
6-Month Return▲ 25.38%
12-Month Return▲ 21.76%
YTD Return▲ 21.74%
Total Return▲ 62.53%

Best Trade

AssetLeonardo Drs (DRS)
Opened at
Closed at-
Gain▲ 150.80%

Bio

Defensively and Cautiously Aggressive

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 10.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.45%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.95%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.72%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.63%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.12%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 20.42%
Nov 2024
▼ 0.45%
▼ 1.56%
▼ 5.46%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 10.60%
▼ 2.25%▲ 3.53%▼ 1.45%
▲ 25.71%▲ 1.21%▲ 2.95%
▼ 4.22%▲ 2.34%▲ 5.72%
▲ 7.82%▲ 2.10%▼ 1.63%
▲ 5.38%▼ 0.89%▲ 1.12%
▲ 43.22%▲ 5.96%▲ 20.42%
▼ 0.45%▼ 1.56%▼ 5.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PLTR
Palantir Technologies
―
▲ 41.03%
2
Close
Nov 21, 2024
SHEL
Shell
―
▲ 7.15%
4
Close
Nov 18, 2024
RIO
Rio Tinto
―
▲ 12.01%
2
Close
Nov 18, 2024
CRGY
Crescent Energy Company Class A
―
▲ 9.88%
2
Close
Nov 18, 2024
CRUS
Cirrus Logic
―
▼ 25.26%
2
Close
Nov 18, 2024
ALT
Altimmune
―
▼ 39.67%
2
Close
Oct 27, 2024
SOFI
SoFi Technologies
100%
▲ 37.18%
1
Open
Oct 27, 2024
ABR
Arbor Realty
―
▲ 43.48%
2
Close
Oct 12, 2024
HWKN
Hawkins
―
▲ 34.69%
2
Close
Oct 12, 2024
DADA
Dada Nexus
―
▼ 0.57%
2
Close
Feb 13, 2024
VLN
Valens
―
0.00%
2
Close
Feb 08, 2024
OMGA
Omega Therapeutics
―
▼ 15.40%
2
Close
Feb 06, 2024
ATHA
Athira Pharma
―
▲ 1.28%
2
Close
Jan 06, 2024
IMUX
Immunic
―
▼ 45.96%
3
Close
Jan 05, 2024
AMZN
Amazon
―
▼ 5.31%
2
Close
Jan 05, 2024
BSM
Black Stone Minerals
―
▲ 10.42%
2
Close
Dec 28, 2023
CSWC
Capital Southwest
―
▲ 47.31%
2
Close
Dec 28, 2023
OBDC
Blue Owl Capital
―
▲ 24.66%
2
Close
Dec 28, 2023
PAGP
Plains GP Holdings
―
▲ 18.89%
2
Close
Dec 28, 2023
HDV
iShares Core High Dividend ETF
―
▲ 5.65%
2
Close
Dec 28, 2023