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New Portfolio Aug 2023 - New Portfolio

73014941

New Portfolio Aug 2023
Individual Investor
Ranked #22,888 out of 797,087 TipRanks' Investors
Success Rate
79%
51 out of 65
profitable transactions
Average Return
32.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.73%
6-Month Return▲ 5.47%
12-Month Return▲ 18.57%
YTD Return▲ 4.38%
Total Return▲ 37.43%

Best Trade

Opened at
Closed at-
Gain▲ 131.09%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 2.33%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.43%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.98%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.45%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 5.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.88%
Mar 2025
▲ 3.87%
▼ 1.56%
▼ 2.06%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.33%
▲ 10.00%▼ 0.89%▼ 1.43%
▲ 25.97%▲ 5.96%▲ 3.98%
▲ 5.39%▼ 2.41%▼ 2.45%
▲ 6.04%▲ 2.69%▲ 5.90%
▼ 12.86%▼ 1.27%▲ 2.56%
▼ 1.80%▼ 5.57%▼ 1.88%
▲ 3.87%▼ 1.56%▼ 2.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Atlantica Sustainable Infrastructure
▲ 8.37%
2
Close
Dec 11, 2024
Apple
100%
▲ 19.52%
1
Open
Aug 24, 2023
Alibaba
0%
▲ 39.69%
1
Open
Aug 24, 2023
Microsoft
0%
▲ 23.88%
1
Open
Aug 24, 2023
AbbVie
0%
▲ 35.34%
1
Open
Aug 24, 2023
Actividades de Construccion y Servicios SA
0%
▲ 75.49%
1
Open
Aug 24, 2023
Acerinox
0%
▲ 21.69%
1
Open
Aug 24, 2023
Anglo American
0%
▲ 9.57%
1
Open
Aug 24, 2023
Agree Realty
0%
▲ 32.04%
1
Open
Aug 24, 2023
AGNC Investment
0%
▲ 17.30%
1
Open
Aug 24, 2023
Amundi SA
0%
▲ 38.37%
1
Open
Aug 24, 2023
Amazon
0%
▲ 43.35%
1
Open
Aug 24, 2023
Apple Hospitality REIT
0%
▼ 8.64%
1
Open
Aug 24, 2023
Ares Capital
0%
▲ 29.34%
1
Open
Aug 24, 2023
ARMOUR Residential REIT
0%
▼ 11.70%
1
Open
Aug 24, 2023
Broadcom
0%
▲ 131.09%
1
Open
Aug 24, 2023
Banco Bilbao Vizcaya Argentaria
0%
▲ 92.33%
1
Open
Aug 24, 2023
Antofagasta
0%
▲ 24.28%
1
Open
Aug 24, 2023
British American Tobacco
0%
▲ 42.50%
1
Open
Aug 24, 2023
Bank of Georgia Group Plc
0%
▲ 78.86%
1
Open
Aug 24, 2023