tiprankstipranks

Millionaire - New Portfolio

Steve Willett

Millionaire
Individual Investor
Ranked #149,095 out of 744,106 TipRanks' Investors
Success Rate
57%
42 out of 73
profitable transactions
Average Return
15.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.72%
6-Month Return▲ 5.01%
12-Month Return▲ 11.90%
YTD Return▲ 1.98%
Total Return▲ 14.03%

Best Trade

Opened at
Closed at-
Gain▲ 129.91%

Bio

Me trying to prove my analysis works!

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 12.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.03%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.12%
Jun 2024
▼ 11.30%
▲ 1.33%
▼ 0.44%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.32%
▼ 1.87%▲ 1.59%▼ 4.03%
▲ 14.08%▲ 5.22%▲ 4.21%
▲ 5.05%▲ 3.27%▲ 5.29%
▼ 12.40%▼ 4.03%▼ 5.99%
▲ 11.46%▲ 5.06%▲ 5.72%
▼ 2.25%▲ 3.53%▼ 2.12%
▼ 11.30%▲ 1.33%▼ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Univar
▲ 4.00%
2
Close
Jul 31, 2023
A. O. Smith Corporation
1.55%
▲ 23.68%
1
Open
Mar 21, 2023
Goldman Sachs Group
1.79%
▲ 53.06%
1
Open
Mar 21, 2023
Viatris
1.37%
▲ 13.92%
1
Open
Mar 21, 2023
Albemarle
0.57%
▼ 54.41%
1
Open
Mar 13, 2023
Brunswick
1.11%
▼ 11.68%
1
Open
Mar 13, 2023
International Flavors & Fragrances
1.41%
▲ 19.59%
1
Open
Mar 13, 2023
Medical Properties
0.63%
▼ 44.18%
1
Open
Mar 13, 2023
Sunrun
0.78%
▼ 42.80%
1
Open
Mar 13, 2023
Huntington Bancshares
1.09%
▼ 8.42%
1
Open
Mar 03, 2023
Woodward
2.1%
▲ 71.39%
1
Open
Mar 03, 2023
MasTec
1.35%
▲ 6.17%
1
Open
Feb 23, 2023
Pegasystems
1.88%
▲ 48.02%
2
Sell
Feb 22, 2023
Churchill Downs
1.43%
▲ 15.76%
1
Open
Feb 22, 2023
QuidelOrtho
0.46%
▼ 65.96%
1
Open
Feb 16, 2023
Weyerhaeuser
1.09%
▼ 13.10%
1
Open
Feb 16, 2023
Ameriprise Financial
1.39%
▲ 25.49%
1
Open
Feb 14, 2023
Curtiss-Wright
1.91%
▲ 60.67%
1
Open
Feb 14, 2023
Flowserve
1.71%
▲ 36.73%
1
Open
Feb 14, 2023
Voya Financial
1.17%
▼ 3.86%
1
Open
Feb 14, 2023