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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #267,430 out of 764,637 TipRanks' Investors
Success Rate
21 out of 34
profitable transactions
profitable transactions
Average Return
3.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.10%
6-Month Return▲ 7.19%
12-Month Return▲ 14.46%
YTD Return▲ 10.73%
Total Return▲ 15.27%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.03%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.12%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.96%
Nov 2024
▼ 12.40%▼ 4.03%▼ 5.46%
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 0.11%
▲ 25.72%▲ 1.21%▲ 4.03%
▼ 4.21%▲ 2.34%▲ 2.23%
▲ 7.82%▲ 2.10%▲ 0.87%
▲ 6.02%▼ 0.89%▼ 2.12%
▼ 2.13%▲ 0.42%▼ 0.96%
Recent Activity
Star Bulk Carriers
22.17%
▼ 13.14%
8
Buy
Nov 01, 2024
Vodafone
―
▲ 20.42%
7
Close
Oct 03, 2024
British American Tobacco
―
▲ 13.52%
15
Close
Oct 01, 2024
Warner Bros
―
▼ 33.52%
3
Close
Sep 19, 2024
Microsoft
0%
▼ 4.74%
1
Open
Sep 18, 2024
Blackstone Secured Lending Fund
23.42%
▲ 4.87%
11
Buy
Sep 17, 2024
Eli Lilly & Co
0%
▼ 9.63%
1
Open
Sep 17, 2024
Ford Motor
14.44%
▼ 5.07%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024
Energy Transfer
21.21%
▲ 46.33%
2
Buy
May 02, 2023
MPLX
18.76%
▲ 42.11%
2
Buy
May 02, 2023