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Stonks - New Portfolio

Aaron Elward

Stonks
Individual Investor
Ranked #144,070 out of 775,913 TipRanks' Investors
Success Rate
66%
38 out of 58
profitable transactions
Average Return
14.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.15%
6-Month Return▼ 4.99%
12-Month Return▼ 3.64%
YTD Return▼ 4.23%
Total Return▲ 14.53%

Best Trade

Opened at
Closed at-
Gain▲ 116.47%

Bio

Deep value portfolio.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.21%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.37%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.50%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.94%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 8.79%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.21%
▼ 2.25%▲ 3.53%▼ 4.37%
▲ 25.71%▲ 1.21%▲ 3.48%
▼ 4.22%▲ 2.34%▼ 1.50%
▲ 7.82%▲ 2.10%▲ 2.40%
▲ 5.38%▼ 0.89%▼ 3.94%
▲ 43.22%▲ 5.96%▲ 4.38%
▲ 3.34%▼ 1.56%▼ 8.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altria Group
2.49%
▲ 35.95%
1
Open
Jun 15, 2023
Marathon Petroleum
2.45%
▲ 20.83%
1
Open
Jun 15, 2023
BioNTech SE
1.92%
▲ 3.89%
2
Buy
Jun 08, 2023
Telefonaktiebolaget LM Ericsson
2.9%
▲ 64.27%
2
Buy
Jun 08, 2023
EQT
2.43%
▲ 17.71%
2
Buy
Jun 08, 2023
Builders Firstsource
5.84%
▲ 24.06%
2
Buy
Jun 08, 2023
PulteGroup
5.79%
▲ 59.26%
2
Buy
Jun 08, 2023
Lennar
3.85%
▲ 24.94%
2
Buy
Jun 08, 2023
HP
2.71%
▲ 17.91%
2
Buy
Jun 08, 2023
Dick's Sporting Goods
3.87%
▲ 74.29%
2
Buy
Jun 08, 2023
Tyson Foods
2.05%
▲ 19.71%
2
Buy
Jun 08, 2023
Equitable Holdings
3.77%
▲ 85.59%
2
Buy
Jun 08, 2023
Pfizer
1.36%
▼ 26.06%
2
Buy
Jun 07, 2023
Moderna
0.64%
▼ 69.04%
2
Buy
Jun 07, 2023
Sociedad Quimica Y Minera SA
1.07%
▼ 45.30%
2
Buy
Jun 07, 2023
Equinor ASA
1.56%
▼ 6.68%
2
Buy
Jun 07, 2023
Stellantis
2.07%
▼ 13.33%
2
Buy
Jun 07, 2023
Principal Financial
2.21%
▲ 16.68%
2
Buy
Jun 07, 2023
Capital One Financial
4.62%
▲ 65.09%
2
Buy
Jun 07, 2023
Intel
1.77%
▼ 34.48%
2
Buy
Jun 06, 2023