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New Portfolio Aug 2023 - New Portfolio

73014941

New Portfolio Aug 2023
Individual Investor
Ranked #26,812 out of 784,572 TipRanks' Investors
Success Rate
82%
53 out of 65
profitable transactions
Average Return
35.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.98%
6-Month Return▲ 15.85%
12-Month Return▲ 26.46%
YTD Return▲ 5.86%
Total Return▲ 38.52%

Best Trade

Opened at
Closed at-
Gain▲ 166.48%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.53%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.33%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.48%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.90%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 2.93%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 5.45%
Jan 2025
▼ 13.89%
▼ 0.67%
▲ 0.38%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.53%
▼ 13.14%▲ 2.34%▲ 1.66%
▲ 2.93%▲ 2.10%▲ 2.33%
▲ 9.99%▼ 0.89%▼ 1.48%
▲ 26.04%▲ 5.96%▲ 3.90%
▲ 5.91%▼ 2.41%▼ 2.93%
▲ 4.65%▲ 2.69%▲ 5.45%
▼ 13.89%▼ 0.67%▲ 0.38%

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%
▲ 32.81%
1
Open
Aug 24, 2023
Alibaba
0%
▲ 18.87%
1
Open
Aug 24, 2023
Microsoft
0%
▲ 30.11%
1
Open
Aug 24, 2023
AbbVie
0%
▲ 36.90%
1
Open
Aug 24, 2023
Actividades de Construccion y Servicios SA
0%
▲ 60.18%
1
Open
Aug 24, 2023
Acerinox
0%
▲ 17.61%
1
Open
Aug 24, 2023
Anglo American
0%
▲ 18.63%
1
Open
Aug 24, 2023
Agree Realty
0%
▲ 25.54%
1
Open
Aug 24, 2023
AGNC Investment
0%
▲ 30.27%
1
Open
Aug 24, 2023
Amundi SA
0%
▲ 34.76%
1
Open
Aug 24, 2023
Amazon
0%
▲ 83.60%
1
Open
Aug 24, 2023
Apple Hospitality REIT
0%
▲ 16.87%
1
Open
Aug 24, 2023
Ares Capital
0%
▲ 42.62%
1
Open
Aug 24, 2023
ARMOUR Residential REIT
0%
▼ 0.41%
1
Open
Aug 24, 2023
Broadcom
0%
▲ 166.48%
1
Open
Aug 24, 2023
Banco Bilbao Vizcaya Argentaria
0%
▲ 64.65%
1
Open
Aug 24, 2023
Antofagasta
0%
▲ 22.93%
1
Open
Aug 24, 2023
British American Tobacco
0%
▲ 43.29%
1
Open
Aug 24, 2023
Bank of Georgia Group Plc
0%
▲ 44.79%
1
Open
Aug 24, 2023