Millionaire - New Portfolio

Steve Willett

Millionaire
Individual Investor
Ranked #33,066 out of 765,504 TipRanks' Investors
Success Rate
77%
56 out of 73
profitable transactions
Average Return
30.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.95%
6-Month Return▲ 14.29%
12-Month Return▲ 40.73%
YTD Return▲ 17.32%
Total Return▲ 31.18%

Best Trade

Opened at
Closed at-
Gain▲ 158.67%

Bio

Me trying to prove my analysis works!

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.09%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.37%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.44%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 4.94%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.99%
▲ 11.46%▲ 5.06%▲ 5.72%
▼ 2.25%▲ 3.53%▼ 2.09%
▲ 25.72%▲ 1.21%▲ 7.37%
▼ 4.21%▲ 2.34%▲ 1.47%
▲ 7.82%▲ 2.10%▲ 2.64%
▲ 6.02%▼ 0.89%▼ 2.44%
▲ 4.77%▲ 3.94%▲ 4.94%

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
1.28%
▲ 16.74%
1
Open
Mar 21, 2023
Goldman Sachs Group
1.95%
▲ 96.11%
1
Open
Mar 21, 2023
Viatris
1.53%
▲ 28.73%
1
Open
Mar 21, 2023
Albemarle
0.5%
▼ 55.81%
1
Open
Mar 13, 2023
Brunswick
1.17%
▲ 9.66%
1
Open
Mar 13, 2023
International Flavors & Fragrances
1.17%
▲ 10.64%
1
Open
Mar 13, 2023
Medical Properties
0.6%
▼ 35.85%
1
Open
Mar 13, 2023
Sunrun
0.65%
▼ 44.03%
1
Open
Mar 13, 2023
Huntington Bancshares
1.29%
▲ 25.93%
1
Open
Mar 03, 2023
Woodward
1.88%
▲ 70.12%
1
Open
Mar 03, 2023
MasTec
1.66%
▲ 45.10%
1
Open
Feb 23, 2023
Pegasystems
2.41%
▲ 117.16%
2
Sell
Feb 22, 2023
Churchill Downs
1.31%
▲ 21.92%
1
Open
Feb 22, 2023
QuidelOrtho
0.5%
▼ 56.14%
1
Open
Feb 16, 2023
Weyerhaeuser
1.1%
▲ 1.60%
1
Open
Feb 16, 2023
Ameriprise Financial
1.53%
▲ 65.16%
1
Open
Feb 14, 2023
Curtiss-Wright
2.32%
▲ 123.07%
1
Open
Feb 14, 2023
Flowserve
1.87%
▲ 72.05%
1
Open
Feb 14, 2023
Voya Financial
1.18%
▲ 11.83%
1
Open
Feb 14, 2023