New Portfolio - New Portfolio

AJP

New Portfolio
Individual Investor
Ranked #89,383 out of 754,519 TipRanks' Investors
Success Rate
84%
16 out of 19
profitable transactions
Average Return
25.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.07%
6-Month Return▲ 11.08%
12-Month Return-
YTD Return▲ 24.82%
Total Return▲ 35.37%

Best Trade

Opened at
Closed at-
Gain▲ 60.59%

Bio

Large and Mega Cap stocks with low P/E ratios and With STRONG BUY Analyst recommendations.

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 3.37%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.35%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.89%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.59%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 3.37%
▲ 14.08%▲ 5.22%▲ 8.00%
▲ 5.05%▲ 3.27%▲ 2.54%
▼ 12.40%▼ 4.03%▼ 3.88%
▲ 11.46%▲ 5.06%▲ 5.00%
▼ 2.25%▲ 3.53%▲ 3.35%
▲ 25.76%▲ 1.21%▲ 1.89%
▼ 4.21%▲ 2.34%▲ 2.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BorgWarner
7.65%
▼ 4.33%
1
Open
Dec 31, 2023
Delta Air Lines
9.54%
▲ 6.44%
1
Open
Dec 31, 2023
Apple
3.43%
▲ 21.22%
2
Buy
Dec 12, 2023
Alphabet Class C
▼ 0.39%
3
Close
Dec 12, 2023
AbbVie
2.94%
▲ 38.67%
2
Buy
Dec 12, 2023
Meta Platforms
7.8%
▲ 59.64%
2
Buy
Dec 11, 2023
Amazon
13.36%
▲ 23.77%
2
Buy
Dec 11, 2023
American Express
19.36%
▲ 55.04%
2
Buy
Dec 11, 2023
Invesco QQQ Trust
7.13%
▲ 21.07%
1
Open
Dec 11, 2023
Microsoft
12.49%
▲ 12.96%
1
Open
Dec 11, 2023
JPMorgan Chase & Co.
10.1%
▲ 43.79%
1
Open
Dec 11, 2023
Visa
6.21%
▲ 8.14%
1
Open
Dec 11, 2023
Tesla
▲ 7.17%
2
Close
Dec 10, 2023