tiprankstipranks

New Portfolio - New Portfolio

msl@levisfinancial.com

New Portfolio
Individual Investor
Ranked #204,556 out of 743,899 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
10.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 6.31%
12-Month Return▲ 6.87%
YTD Return▲ 6.57%
Total Return▲ 10.95%

Best Trade

Opened at
Closed at-
Gain▲ 47.28%

Bio

High dividend yield with moderate growth potential

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 3.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.85%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.10%
Jun 2024
▲ 0.45%
▲ 0.88%
▲ 0.09%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.85%
▼ 1.87%▲ 1.59%▲ 0.08%
▲ 14.08%▲ 5.22%▲ 1.85%
▲ 5.05%▲ 3.27%▲ 4.44%
▼ 12.40%▼ 4.03%▼ 5.46%
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 0.10%
▲ 0.45%▲ 0.88%▲ 0.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vodafone
11.99%
▲ 9.36%
2
Buy
Feb 23, 2024
AT&T
▲ 9.07%
3
Close
Feb 04, 2024
British American Tobacco
22.86%
▼ 5.11%
2
Buy
May 02, 2023
Energy Transfer
23.62%
▲ 46.07%
2
Buy
May 02, 2023
Ford Motor
20.51%
▲ 17.71%
2
Buy
May 02, 2023
MPLX
20.44%
▲ 37.32%
2
Buy
May 02, 2023
Warner Bros
0.59%
▼ 43.01%
2
Buy
May 02, 2023