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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #261,516 out of 793,835 TipRanks' Investors
Success Rate
22 out of 38
profitable transactions
profitable transactions
Average Return
7.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.24%
6-Month Return▼ 1.26%
12-Month Return▲ 5.84%
YTD Return▲ 4.25%
Total Return▲ 17.30%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.36%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.23%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.71%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.26%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 0.24%
Mar 2025
▼ 13.14%▲ 2.34%▲ 1.70%
▲ 2.93%▲ 2.10%▲ 0.87%
▲ 10.00%▼ 0.89%▼ 2.36%
▲ 26.01%▲ 5.96%▲ 2.23%
▲ 5.33%▼ 2.41%▼ 4.71%
▲ 5.89%▲ 2.69%▲ 3.20%
▼ 12.86%▼ 1.27%▲ 1.26%
▲ 3.73%▼ 4.27%▼ 0.24%
Recent Activity
Star Bulk Carriers
26.98%
▼ 17.77%
11
Buy
Dec 06, 2024
Energy Transfer
15.08%
▲ 76.01%
5
Sell
Nov 27, 2024
MPLX
20.73%
▲ 84.36%
3
Sell
Nov 26, 2024
Vodafone
―
▲ 20.41%
7
Close
Oct 03, 2024
British American Tobacco
―
▲ 13.58%
15
Close
Oct 01, 2024
Warner Bros
―
▼ 33.52%
3
Close
Sep 19, 2024
Microsoft
0%
▼ 11.72%
1
Open
Sep 18, 2024
Blackstone Secured Lending Fund
24.26%
▲ 15.59%
11
Buy
Sep 17, 2024
Eli Lilly & Co
0%
▼ 8.93%
1
Open
Sep 17, 2024
Ford Motor
12.95%
▼ 5.50%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024