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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #327,546 out of 776,473 TipRanks' Investors
Success Rate
22 out of 38
profitable transactions
profitable transactions
Average Return
4.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.86%
6-Month Return▲ 3.28%
12-Month Return▲ 9.30%
YTD Return▲ 8.85%
Total Return▲ 13.32%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.10%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 2.36%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.23%
Nov 2024
▲ 2.14%
▼ 0.97%
▼ 4.03%
Dec 2024
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 0.10%
▲ 25.71%▲ 1.21%▲ 4.03%
▼ 4.22%▲ 2.34%▲ 1.70%
▲ 7.82%▲ 2.10%▲ 0.87%
▲ 5.26%▼ 0.89%▼ 2.36%
▲ 43.22%▲ 5.96%▲ 2.23%
▲ 2.14%▼ 0.97%▼ 4.03%
Recent Activity
Star Bulk Carriers
26.16%
▼ 22.66%
11
Buy
Dec 06, 2024
Energy Transfer
16.18%
▲ 81.44%
5
Sell
Nov 27, 2024
MPLX
19.05%
▲ 62.28%
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%
▲ 2.18%
1
Open
Sep 18, 2024
Blackstone Secured Lending Fund
24.92%
▲ 13.17%
11
Buy
Sep 17, 2024
Eli Lilly & Co
0%
▼ 12.05%
1
Open
Sep 17, 2024
Ford Motor
13.68%
▼ 5.66%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024