New Portfolio - New Portfolio

Robert M

New Portfolio
Individual Investor
Ranked #40,506 out of 753,381 TipRanks' Investors
Success Rate
76%
67 out of 88
profitable transactions
Average Return
10.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.67%
6-Month Return▲ 11.63%
12-Month Return▲ 16.68%
YTD Return▲ 9.14%
Total Return▲ 16.69%

Best Trade

Opened at
Closed at
Gain▲ 61.60%

Bio

Divident Growth

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 2.13%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.21%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.29%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.09%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.05%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 1.29%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 2.13%
▲ 14.08%▲ 5.22%▼ 0.31%
▲ 5.05%▲ 3.27%▲ 5.21%
▼ 12.40%▼ 4.03%▼ 4.94%
▲ 11.46%▲ 5.06%▲ 4.29%
▼ 2.25%▲ 3.53%▼ 1.09%
▲ 25.76%▲ 1.21%▲ 7.05%
▼ 2.89%▲ 2.06%▲ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Stellantis
1.58%
▼ 6.34%
2
Buy
Aug 20, 2024
Walt Disney
1.42%
▲ 0.91%
1
Open
Aug 20, 2024
Alphabet Class A
2.6%
▼ 0.93%
1
Open
Aug 20, 2024
Bristol-Myers Squibb
5.29%
▼ 4.86%
6
Buy
Jul 30, 2024
Verizon
2.59%
▲ 22.82%
3
Buy
Jul 30, 2024
Medtronic
2.78%
▲ 13.27%
2
Buy
Jul 30, 2024
Pfizer
3.63%
▼ 1.28%
4
Buy
Jul 30, 2024
Enbridge
1.87%
▲ 13.87%
2
Buy
Jul 30, 2024
Frontline
1.51%
▼ 0.74%
1
Open
Jul 30, 2024
Blue Owl Capital
0.94%
▼ 4.91%
1
Open
Jul 30, 2024
Rithm Capital
1.45%
▲ 0.35%
1
Open
Jul 30, 2024
Toronto Dominion Bank
1.87%
▲ 0.53%
1
Open
Jul 30, 2024
Qualcomm
▲ 61.60%
2
Close
Jul 21, 2024
L3Harris Technologies
▲ 34.08%
2
Close
Jul 21, 2024
Cisco Systems
1.59%
▲ 5.32%
3
Open
Jul 01, 2024
VF
2.42%
▲ 12.70%
2
Buy
Jul 01, 2024
The Estée Lauder Companies
1.47%
▼ 11.08%
1
Open
Jul 01, 2024
Intel
0.32%
▲ 9.60%
3
Open
Jun 12, 2024
Starbucks
2.96%
▲ 11.72%
2
Buy
Jun 12, 2024
International Business Machines
3.08%
▲ 16.04%
1
Open
Jun 12, 2024