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New Portfolio Aug 2023 - New Portfolio

73014941

New Portfolio Aug 2023
Individual Investor
Ranked #44,062 out of 775,923 TipRanks' Investors
Success Rate
75%
49 out of 65
profitable transactions
Average Return
27.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.71%
6-Month Return▲ 7.83%
12-Month Return▲ 17.83%
YTD Return▲ 17.59%
Total Return▲ 30.03%

Best Trade

Opened at
Closed at-
Gain▲ 163.81%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.09%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.96%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.54%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.33%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.37%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.88%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.62%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.09%
▼ 2.25%▲ 3.53%▲ 0.96%
▲ 25.71%▲ 1.21%▲ 4.54%
▼ 4.22%▲ 2.34%▲ 1.66%
▲ 7.82%▲ 2.10%▲ 2.33%
▲ 5.38%▼ 0.89%▼ 1.37%
▲ 43.22%▲ 5.96%▲ 3.88%
▲ 3.34%▼ 1.56%▼ 3.62%

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%
▲ 45.18%
1
Open
Aug 24, 2023
Alibaba
0%
▼ 4.44%
1
Open
Aug 24, 2023
Microsoft
0%
▲ 37.75%
1
Open
Aug 24, 2023
AbbVie
0%
▲ 25.36%
1
Open
Aug 24, 2023
Actividades de Construccion y Servicios SA
0%
▲ 54.95%
1
Open
Aug 24, 2023
Acerinox
0%
▲ 7.69%
1
Open
Aug 24, 2023
Anglo American
0%
▲ 18.18%
1
Open
Aug 24, 2023
Agree Realty
0%
▲ 20.76%
1
Open
Aug 24, 2023
AGNC Investment
0%
▲ 19.23%
1
Open
Aug 24, 2023
Amundi SA
0%
▲ 28.14%
1
Open
Aug 24, 2023
Amazon
0%
▲ 70.60%
1
Open
Aug 24, 2023
Apple Hospitality REIT
0%
▲ 16.35%
1
Open
Aug 24, 2023
Ares Capital
0%
▲ 28.06%
1
Open
Aug 24, 2023
ARMOUR Residential REIT
0%
▼ 1.53%
1
Open
Aug 24, 2023
Broadcom
0%
▲ 163.81%
1
Open
Aug 24, 2023
Banco Bilbao Vizcaya Argentaria
0%
▲ 39.23%
1
Open
Aug 24, 2023
Antofagasta
0%
▲ 16.74%
1
Open
Aug 24, 2023
British American Tobacco
0%
▲ 28.12%
1
Open
Aug 24, 2023
Bank of Georgia Group Plc
0%
▲ 45.57%
1
Open
Aug 24, 2023