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New Portfolio - New Portfolio

Robert M

New Portfolio
Individual Investor
Ranked #70,024 out of 769,002 TipRanks' Investors
Success Rate
71%
70 out of 98
profitable transactions
Average Return
10.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.60%
6-Month Return▲ 7.36%
12-Month Return▲ 18.86%
YTD Return▲ 9.70%
Total Return▲ 17.29%

Best Trade

Opened at
Closed at-
Gain▲ 72.01%

Bio

Divident Growth

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.29%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.05%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.72%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 0.82%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.94%
▲ 11.46%▲ 5.06%▲ 4.29%
▼ 2.25%▲ 3.53%▼ 1.11%
▲ 25.72%▲ 1.21%▲ 7.05%
▼ 4.22%▲ 2.34%▲ 2.20%
▲ 7.82%▲ 2.10%▲ 2.72%
▲ 5.70%▼ 0.89%▼ 2.21%
▲ 23.63%▲ 3.84%▼ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
▲ 57.14%
2
Close
Oct 03, 2024
Pfizer
3.85%
▼ 13.38%
5
Buy
Sep 27, 2024
UGI
2.28%
▼ 0.45%
2
Buy
Sep 27, 2024
Enovix
▲ 19.16%
2
Close
Sep 27, 2024
Grab
▲ 22.61%
2
Close
Sep 27, 2024
Franklin Resources
1.66%
▲ 5.66%
1
Open
Sep 27, 2024
Amcor
1.12%
▲ 2.96%
3
Buy
Sep 18, 2024
VF
▲ 26.74%
4
Close
Sep 18, 2024
Ares Capital
4.34%
▲ 8.99%
2
Buy
Sep 18, 2024
Blue Owl Capital
1.85%
▲ 1.64%
2
Buy
Sep 18, 2024
Intel
1.87%
▲ 14.13%
4
Buy
Sep 17, 2024
Micron
3.15%
▲ 10.99%
1
Open
Sep 17, 2024
The Estée Lauder Companies
2.05%
▼ 33.14%
2
Buy
Sep 02, 2024
Stellantis
1.18%
▼ 26.71%
3
Buy
Sep 02, 2024
Walt Disney
1.76%
▲ 27.32%
1
Open
Aug 20, 2024
Alphabet Class A
2.57%
▲ 5.40%
1
Open
Aug 20, 2024
Bristol-Myers Squibb
5.35%
▲ 15.74%
6
Buy
Jul 30, 2024
Verizon
2.6%
▲ 25.83%
3
Buy
Jul 30, 2024
Medtronic
2.6%
▲ 8.69%
2
Buy
Jul 30, 2024
Enbridge
2%
▲ 24.75%
2
Buy
Jul 30, 2024