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New Portfolio - New Portfolio

Robert M

New Portfolio
Individual Investor
Ranked #153,642 out of 775,923 TipRanks' Investors
Success Rate
63%
62 out of 98
profitable transactions
Average Return
7.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.18%
6-Month Return▲ 4.91%
12-Month Return▲ 6.77%
YTD Return▲ 6.24%
Total Return▲ 13.59%

Best Trade

Opened at
Closed at-
Gain▲ 68.21%

Bio

Divident Growth

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.29%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.11%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.05%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.13%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.54%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.40%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.29%
▼ 2.25%▲ 3.53%▼ 1.11%
▲ 25.71%▲ 1.21%▲ 7.05%
▼ 4.22%▲ 2.34%▲ 2.20%
▲ 7.82%▲ 2.10%▲ 2.73%
▲ 5.38%▼ 0.89%▼ 2.13%
▲ 43.22%▲ 5.96%▲ 2.54%
▲ 3.34%▼ 1.56%▼ 6.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
▲ 57.14%
2
Close
Oct 03, 2024
Pfizer
4.21%
▼ 8.44%
5
Buy
Sep 27, 2024
UGI
2.61%
▲ 13.16%
2
Buy
Sep 27, 2024
Enovix
▲ 19.16%
2
Close
Sep 27, 2024
Grab
▲ 22.61%
2
Close
Sep 27, 2024
Franklin Resources
1.64%
▲ 0.05%
1
Open
Sep 27, 2024
Amcor
1.05%
▼ 5.24%
3
Buy
Sep 18, 2024
VF
▲ 26.74%
4
Close
Sep 18, 2024
Ares Capital
4.44%
▲ 9.32%
2
Buy
Sep 18, 2024
Blue Owl Capital
1.94%
▲ 2.85%
2
Buy
Sep 18, 2024
Intel
1.56%
▲ 2.26%
4
Buy
Sep 17, 2024
Micron
2.88%
▲ 1.68%
1
Open
Sep 17, 2024
The Estée Lauder Companies
2.38%
▼ 23.53%
2
Buy
Sep 02, 2024
Stellantis
1.24%
▼ 26.49%
3
Buy
Sep 02, 2024
Walt Disney
1.79%
▲ 25.39%
1
Open
Aug 20, 2024
Alphabet Class A
3.06%
▲ 14.78%
1
Open
Aug 20, 2024
Bristol-Myers Squibb
5.49%
▲ 14.64%
6
Buy
Jul 30, 2024
Verizon
2.55%
▲ 19.01%
3
Buy
Jul 30, 2024
Medtronic
2.59%
▲ 4.71%
2
Buy
Jul 30, 2024
Enbridge
1.98%
▲ 20.61%
2
Buy
Jul 30, 2024