Primary Portfolio - New Portfolio

Robert Walker

Primary Portfolio
Individual Investor
Ranked #247,533 out of 764,406 TipRanks' Investors
Success Rate
54%
66 out of 122
profitable transactions
Average Return
7.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.83%
6-Month Return▲ 9.91%
12-Month Return▲ 28.40%
YTD Return▲ 13.11%
Total Return▲ 13.74%

Best Trade

Opened at
Closed at-
Gain▲ 175.86%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 1.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.18%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.44%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.33%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 1.52%
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 3.18%
▼ 2.25%▲ 3.53%▲ 2.44%
▲ 25.72%▲ 1.21%▲ 3.22%
▼ 4.21%▲ 2.34%▲ 1.33%
▲ 7.82%▲ 2.10%▲ 2.09%
▲ 6.02%▼ 0.89%▼ 1.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lululemon Athletica
3.36%
▼ 8.73%
6
Buy
Oct 16, 2024
Constellation Software
2.79%
▲ 8.74%
5
Buy
Oct 16, 2024
Lumine Group Inc
▲ 10.55%
3
Close
Oct 16, 2024
ASML Holding
2.46%
▼ 9.49%
2
Buy
Oct 16, 2024
BioNTech SE
2.23%
▼ 4.20%
2
Buy
Oct 16, 2024
Deere
▲ 0.68%
2
Close
Oct 11, 2024
Major Drilling
▼ 8.60%
2
Close
Oct 10, 2024
Transocean
▼ 37.04%
5
Close
Oct 08, 2024
Alimentation Couche-Tard Inc
2.53%
▲ 0.01%
4
Buy
Oct 08, 2024
Nvidia
9.87%
▲ 61.33%
3
Buy
Oct 08, 2024
Kyndryl Holdings Incorporation
2.14%
▼ 4.16%
2
Buy
Oct 08, 2024
BWX Technologies
4.97%
▲ 45.66%
4
Buy
Sep 24, 2024
Loews
3.38%
▲ 11.34%
5
Buy
Sep 24, 2024
Microsoft
3.75%
▼ 2.18%
3
Buy
Sep 24, 2024
Alphabet Class C
3.73%
▲ 13.17%
5
Buy
Sep 24, 2024
Costco
4.01%
▲ 17.65%
4
Buy
Sep 24, 2024
Aercap Holdings
3.94%
▲ 7.79%
3
Buy
Sep 24, 2024
Tourmaline Oil
▼ 0.26%
4
Close
Sep 24, 2024
Danaher
3.24%
▼ 1.79%
2
Buy
Sep 24, 2024
Mastercard
2.32%
▲ 5.48%
3
Buy
Sep 24, 2024