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New Portfolio Aug 2023 - New Portfolio

73014941

New Portfolio Aug 2023
Individual Investor
Ranked #15,823 out of 791,381 TipRanks' Investors
Success Rate
85%
55 out of 65
profitable transactions
Average Return
33.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.72%
6-Month Return▲ 10.14%
12-Month Return▲ 21.15%
YTD Return▲ 5.93%
Total Return▲ 38.89%

Best Trade

Opened at
Closed at-
Gain▲ 127.74%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.33%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.46%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.91%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 2.76%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 5.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.56%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 2.53%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.66%
▲ 2.93%▲ 2.10%▲ 2.33%
▲ 10.00%▼ 0.89%▼ 1.46%
▲ 26.01%▲ 5.96%▲ 3.91%
▲ 5.75%▼ 2.41%▼ 2.76%
▲ 5.32%▲ 2.69%▲ 5.96%
▼ 12.86%▼ 1.27%▲ 2.56%
▼ 2.15%▼ 5.65%▼ 2.53%

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%
▲ 26.13%
1
Open
Aug 24, 2023
Alibaba
0%
▲ 61.46%
1
Open
Aug 24, 2023
Microsoft
0%
▲ 20.27%
1
Open
Aug 24, 2023
AbbVie
0%
▲ 53.94%
1
Open
Aug 24, 2023
Actividades de Construccion y Servicios SA
0%
▲ 73.53%
1
Open
Aug 24, 2023
Acerinox
0%
▲ 33.44%
1
Open
Aug 24, 2023
Anglo American
0%
▲ 13.70%
1
Open
Aug 24, 2023
Agree Realty
0%
▲ 32.02%
1
Open
Aug 24, 2023
AGNC Investment
0%
▲ 31.13%
1
Open
Aug 24, 2023
Amundi SA
0%
▲ 39.47%
1
Open
Aug 24, 2023
Amazon
0%
▲ 49.11%
1
Open
Aug 24, 2023
Apple Hospitality REIT
0%
▲ 4.61%
1
Open
Aug 24, 2023
Ares Capital
0%
▲ 30.94%
1
Open
Aug 24, 2023
ARMOUR Residential REIT
0%
▼ 0.92%
1
Open
Aug 24, 2023
Broadcom
0%
▲ 127.74%
1
Open
Aug 24, 2023
Banco Bilbao Vizcaya Argentaria
0%
▲ 87.62%
1
Open
Aug 24, 2023
Antofagasta
0%
▲ 26.58%
1
Open
Aug 24, 2023
British American Tobacco
0%
▲ 40.36%
1
Open
Aug 24, 2023
Bank of Georgia Group Plc
0%
▲ 61.13%
1
Open
Aug 24, 2023