Stonks - New Portfolio

Aaron Elward

Stonks
Individual Investor
Ranked #60,003 out of 760,352 TipRanks' Investors
Success Rate
74%
43 out of 58
profitable transactions
Average Return
22.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.60%
6-Month Return▲ 0.51%
12-Month Return▲ 16.63%
YTD Return▲ 3.74%
Total Return▲ 24.07%

Best Trade

Opened at
Closed at-
Gain▲ 118.24%

Bio

Deep value portfolio.

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 7.08%
Mar 2024
▼ 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
▼ 4.21%
▲ 2.34%
▼ 1.50%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 2.21%
▲ 0.59%
▼ 0.93%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 7.08%
▼ 12.40%▼ 4.03%▼ 5.94%
▲ 11.46%▲ 5.06%▲ 5.21%
▼ 2.25%▲ 3.53%▼ 4.37%
▲ 25.72%▲ 1.21%▲ 3.48%
▼ 4.21%▲ 2.34%▼ 1.50%
▲ 7.81%▲ 2.10%▲ 2.40%
▲ 2.21%▲ 0.59%▼ 0.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altria Group
2.13%
▲ 26.83%
1
Open
Jun 15, 2023
Marathon Petroleum
2.8%
▲ 46.47%
1
Open
Jun 15, 2023
BioNTech SE
1.86%
▲ 7.92%
2
Buy
Jun 08, 2023
Telefonaktiebolaget LM Ericsson
2.48%
▲ 53.88%
2
Buy
Jun 08, 2023
EQT
1.91%
▼ 0.34%
2
Buy
Jun 08, 2023
Builders Firstsource
6.88%
▲ 60.25%
2
Buy
Jun 08, 2023
PulteGroup
6.73%
▲ 100.48%
2
Buy
Jun 08, 2023
Lennar
4.6%
▲ 63.28%
2
Buy
Jun 08, 2023
HP
2.8%
▲ 29.86%
2
Buy
Jun 08, 2023
Dick's Sporting Goods
3.29%
▲ 60.83%
2
Buy
Jun 08, 2023
Tyson Foods
1.91%
▲ 20.24%
2
Buy
Jun 08, 2023
Equitable Holdings
3.23%
▲ 71.55%
2
Buy
Jun 08, 2023
Pfizer
1.4%
▼ 16.62%
2
Buy
Jun 07, 2023
Moderna
0.86%
▼ 53.74%
2
Buy
Jun 07, 2023
Sociedad Quimica Y Minera SA
1.16%
▼ 36.47%
2
Buy
Jun 07, 2023
Equinor ASA
1.65%
▲ 1.65%
2
Buy
Jun 07, 2023
Stellantis
1.98%
▼ 9.91%
2
Buy
Jun 07, 2023
Principal Financial
2.31%
▲ 30.99%
2
Buy
Jun 07, 2023
Capital One Financial
3.62%
▲ 39.83%
2
Buy
Jun 07, 2023
Intel
1.95%
▼ 21.25%
2
Buy
Jun 06, 2023