Stonks - New Portfolio

Aaron Elward

Stonks
Individual Investor
Ranked #77,536 out of 767,315 TipRanks' Investors
Success Rate
72%
42 out of 58
profitable transactions
Average Return
21.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.95%
6-Month Return▼ 1.11%
12-Month Return▲ 14.87%
YTD Return▲ 2.47%
Total Return▲ 22.54%

Best Trade

Opened at
Closed at-
Gain▲ 114.36%

Bio

Deep value portfolio.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.21%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.37%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.50%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.88%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 1.81%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.94%
▲ 11.46%▲ 5.06%▲ 5.21%
▼ 2.25%▲ 3.53%▼ 4.37%
▲ 25.72%▲ 1.21%▲ 3.48%
▼ 4.22%▲ 2.34%▼ 1.50%
▲ 7.82%▲ 2.10%▲ 2.40%
▲ 6.02%▼ 0.89%▼ 3.88%
▲ 9.99%▲ 4.97%▲ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altria Group
2.36%
▲ 39.51%
1
Open
Jun 15, 2023
Marathon Petroleum
2.69%
▲ 43.31%
1
Open
Jun 15, 2023
BioNTech SE
1.81%
▲ 2.42%
2
Buy
Jun 08, 2023
Telefonaktiebolaget LM Ericsson
2.66%
▲ 62.85%
2
Buy
Jun 08, 2023
EQT
2.25%
▲ 18.59%
2
Buy
Jun 08, 2023
Builders Firstsource
6.49%
▲ 48.28%
2
Buy
Jun 08, 2023
PulteGroup
6.27%
▲ 83.35%
2
Buy
Jun 08, 2023
Lennar
4.4%
▲ 50.50%
2
Buy
Jun 08, 2023
HP
2.81%
▲ 30.67%
2
Buy
Jun 08, 2023
Dick's Sporting Goods
3.28%
▲ 56.42%
2
Buy
Jun 08, 2023
Tyson Foods
2.1%
▲ 30.60%
2
Buy
Jun 08, 2023
Equitable Holdings
3.59%
▲ 91.18%
2
Buy
Jun 08, 2023
Pfizer
1.27%
▼ 25.05%
2
Buy
Jun 07, 2023
Moderna
0.61%
▼ 66.88%
2
Buy
Jun 07, 2023
Sociedad Quimica Y Minera SA
1%
▼ 43.69%
2
Buy
Jun 07, 2023
Equinor ASA
1.53%
▼ 7.38%
2
Buy
Jun 07, 2023
Stellantis
2%
▼ 11.79%
2
Buy
Jun 07, 2023
Principal Financial
2.3%
▲ 29.69%
2
Buy
Jun 07, 2023
Capital One Financial
4.42%
▲ 70.90%
2
Buy
Jun 07, 2023
Intel
2.12%
▼ 16.35%
2
Buy
Jun 06, 2023