tiprankstipranks

New Portfolio Nov 2023 - New Portfolio

Ralph Webb

New Portfolio Nov 2023
Individual Investor
Ranked #163,540 out of 747,498 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
24.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.67%
6-Month Return▲ 23.29%
12-Month Return-
YTD Return▲ 20.72%
Total Return▲ 30.38%

Best Trade

Opened at
Closed at-
Gain▲ 71.73%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.68%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.25%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.92%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.74%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.48%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.97%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.68%
▼ 1.87%▲ 1.59%▲ 0.25%
▲ 14.08%▲ 5.22%▲ 1.92%
▲ 5.05%▲ 3.27%▲ 3.91%
▼ 12.40%▼ 4.03%▲ 0.74%
▲ 11.46%▲ 5.06%▲ 5.93%
▼ 2.25%▲ 3.53%▲ 2.48%
▲ 25.65%▲ 0.88%▲ 3.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
10%
▼ 2.12%
1
Open
May 15, 2024
NuScale Power
10%
▲ 71.73%
1
Open
Mar 19, 2024
American Express
10%
▲ 47.68%
1
Open
Nov 28, 2023
Bank of America
10%
▲ 48.37%
1
Open
Nov 28, 2023
Chevron
10%
▲ 11.68%
1
Open
Nov 28, 2023
Kraft Heinz
10%
▼ 2.39%
1
Open
Nov 28, 2023
Coca-Cola
10%
▲ 14.12%
1
Open
Nov 28, 2023
Moody's
10%
▲ 22.95%
1
Open
Nov 28, 2023
Occidental Petroleum
10%
▲ 6.22%
1
Open
Nov 28, 2023
US Bancorp
10%
▲ 25.14%
1
Open
Nov 28, 2023