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New Portfolio Jun 2023 - New Portfolio

F05668D2

New Portfolio Jun 2023
Individual Investor
Ranked #115,523 out of 747,498 TipRanks' Investors
Success Rate
81%
21 out of 26
profitable transactions
Average Return
7.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 11.97%
12-Month Return▲ 0.49%
YTD Return▲ 5.66%
Total Return▲ 8.31%

Best Trade

Opened at
Closed at-
Gain▲ 50.19%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.24%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.69%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.25%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.78%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.47%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.24%
▼ 1.87%▲ 1.59%▼ 5.69%
▲ 14.08%▲ 5.22%▲ 5.36%
▲ 5.05%▲ 3.27%▲ 6.25%
▼ 12.40%▼ 4.03%▼ 3.37%
▲ 11.46%▲ 5.06%▲ 5.22%
▼ 2.25%▲ 3.53%▼ 5.78%
▲ 25.65%▲ 0.88%▲ 4.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
6.73%
▲ 8.94%
1
Open
Mar 25, 2024
Realty Income
6.82%
▲ 11.37%
2
Buy
Mar 08, 2024
HP
7.65%
▲ 32.91%
1
Open
Feb 09, 2024
Medical Properties
4.94%
▼ 2.09%
3
Buy
Jan 08, 2024
American Financial Group
6.43%
▲ 12.00%
1
Open
Dec 08, 2023
Norfolk Southern
7.04%
▲ 8.72%
1
Open
Nov 18, 2023
Main Street Capital
▲ 4.15%
5
Close
Sep 15, 2023
Vodafone
▲ 3.14%
2
Close
Sep 15, 2023
Western Union
3.34%
▲ 12.45%
1
Open
Aug 07, 2023
Amcor
5.68%
▲ 6.37%
1
Open
Jul 21, 2023
Whirlpool
▲ 9.39%
3
Close
Jul 14, 2023
VICI Properties
6.24%
▲ 0.44%
1
Open
Jul 12, 2023
Pfizer
6.17%
▼ 12.07%
1
Open
Jul 12, 2023
Walgreens Boots Alliance
2.38%
▼ 60.53%
2
Buy
Jun 29, 2023
Ares Capital
3.63%
▲ 26.37%
1
Open
Jun 23, 2023
Hasbro
6.08%
▲ 3.56%
1
Open
Jun 23, 2023
International Business Machines
4.72%
▲ 47.61%
1
Open
Jun 23, 2023
Kinder Morgan
5.53%
▲ 40.57%
1
Open
Jun 23, 2023
Altria Group
3.82%
▲ 24.52%
1
Open
Jun 23, 2023
TotalEnergies
4.22%
▲ 25.38%
1
Open
Jun 23, 2023