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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #248,173 out of 769,603 TipRanks' Investors
Success Rate
23 out of 36
profitable transactions
profitable transactions
Average Return
7.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.99%
6-Month Return▲ 9.88%
12-Month Return▲ 19.27%
YTD Return▲ 14.25%
Total Return▲ 18.94%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 5.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.10%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.17%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.78%
Nov 2024
▼ 12.40%▼ 4.03%▼ 5.46%
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 0.10%
▲ 25.72%▲ 1.21%▲ 4.03%
▼ 4.22%▲ 2.34%▲ 1.70%
▲ 7.82%▲ 2.10%▲ 0.87%
▲ 5.70%▼ 0.89%▼ 2.17%
▲ 37.60%▲ 4.40%▲ 2.78%
Recent Activity
Star Bulk Carriers
23.74%
▼ 11.96%
9
Buy
Nov 21, 2024
Energy Transfer
19.29%
▲ 76.53%
3
Sell
Nov 06, 2024
Vodafone
―
▲ 20.41%
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%
▼ 3.01%
1
Open
Sep 18, 2024
Blackstone Secured Lending Fund
22.86%
▲ 8.92%
11
Buy
Sep 17, 2024
Eli Lilly & Co
0%
▼ 17.32%
1
Open
Sep 17, 2024
Ford Motor
14.55%
▲ 5.26%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024
MPLX
19.56%
▲ 65.76%
2
Buy
May 02, 2023