New Portfolio Aug 2023 - New Portfolio

73014941

New Portfolio Aug 2023
Individual Investor
Ranked #26,538 out of 756,513 TipRanks' Investors
Success Rate
82%
53 out of 65
profitable transactions
Average Return
23.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.92%
6-Month Return▲ 12.07%
12-Month Return▲ 22.14%
YTD Return▲ 15.09%
Total Return▲ 27.27%

Best Trade

Opened at
Closed at-
Gain▲ 99.71%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.87%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.82%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.09%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.96%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.53%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.69%
Aug 2024
▼ 0.96%
▼ 0.30%
▼ 1.13%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.87%
▲ 5.05%▲ 3.27%▲ 4.82%
▼ 12.40%▼ 4.03%▼ 1.99%
▲ 11.46%▲ 5.06%▲ 4.09%
▼ 2.25%▲ 3.53%▲ 0.96%
▲ 25.76%▲ 1.21%▲ 4.53%
▼ 4.21%▲ 2.34%▲ 1.69%
▼ 0.96%▼ 0.30%▼ 1.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
100%
▲ 26.79%
1
Open
Aug 24, 2023
Alibaba
0%
▼ 1.64%
1
Open
Aug 24, 2023
Microsoft
0%
▲ 35.58%
1
Open
Aug 24, 2023
AbbVie
0%
▲ 37.57%
1
Open
Aug 24, 2023
Actividades de Construccion y Servicios SA
0%
▲ 33.08%
1
Open
Aug 24, 2023
Acerinox
0%
▲ 8.27%
1
Open
Aug 24, 2023
Anglo American
0%
▲ 6.58%
1
Open
Aug 24, 2023
Agree Realty
0%
▲ 30.67%
1
Open
Aug 24, 2023
AGNC Investment
0%
▲ 25.91%
1
Open
Aug 24, 2023
Amundi SA
0%
▲ 35.76%
1
Open
Aug 24, 2023
Amazon
0%
▲ 41.45%
1
Open
Aug 24, 2023
Apple Hospitality REIT
0%
▲ 5.33%
1
Open
Aug 24, 2023
Ares Capital
0%
▲ 19.36%
1
Open
Aug 24, 2023
ARMOUR Residential REIT
0%
▲ 3.26%
1
Open
Aug 24, 2023
Broadcom
0%
▲ 99.71%
1
Open
Aug 24, 2023
Atlantica Sustainable Infrastructure
0%
▲ 6.99%
1
Open
Aug 24, 2023
Banco Bilbao Vizcaya Argentaria
0%
▲ 35.11%
1
Open
Aug 24, 2023
Antofagasta
0%
▲ 26.73%
1
Open
Aug 24, 2023
British American Tobacco
0%
▲ 26.63%
1
Open
Aug 24, 2023
Bank of Georgia Group Plc
0%
▲ 23.99%
1
Open
Aug 24, 2023