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Individual
- New Portfolio
Performance
Portfolio Details
Braden Allen
Individual
Individual Investor
Ranked #40,946 out of 775,913 TipRanks' Investors
Success Rate
72%
139 out of 194
profitable transactions
Average Return
21.91%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 1.15%
6-Month Return
▲ 11.14%
12-Month Return
▲ 22.62%
YTD Return
▲ 21.06%
Total Return
▲ 8.40%
Best Trade
Asset
Equitrans M... (ETRN)
Opened at
May 16, 2023
Closed at
Jun 04, 2024
Gain
▲ 160.73%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
43.22%
0
-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.91%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.05%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.62%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.61%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 5.27%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.52%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.28%
Dec 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 11.46%
▲ 5.06%
▲ 0.91%
▼ 2.25%
▲ 3.53%
▼ 0.05%
▲ 25.71%
▲ 1.21%
▲ 0.62%
▼ 4.22%
▲ 2.34%
▲ 1.23%
▲ 7.82%
▲ 2.10%
▲ 0.61%
▲ 5.38%
▼ 0.89%
▲ 5.27%
▲ 43.22%
▲ 5.96%
▲ 6.52%
▲ 3.34%
▼ 1.56%
▼ 4.28%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MAIN
Main Street Capital
2.98%
▲ 40.77%
14
Buy
Oct 15, 2024
PRWAX
T. Rowe Price All-Cap Opportunities Fund
21.31%
▲ 27.50%
50
Buy
Oct 14, 2024
WU
Western Union
―
▼ 20.49%
8
Sell
Oct 11, 2024
BSM
Black Stone Minerals
―
▼ 11.57%
6
Close
Oct 11, 2024
MCD
McDonald's
―
▲ 10.10%
5
Close
Oct 11, 2024
IWY
iShares Russell Top 200 Growth ETF
3.34%
▲ 28.48%
7
Buy
Oct 10, 2024
VOOG
Vanguard S&P 500 Growth ETF
2.6%
▲ 20.85%
3
Buy
Oct 10, 2024
LOW
Lowe's
5.2%
▼ 1.71%
3
Buy
Oct 10, 2024
JNJ
Johnson & Johnson
8.12%
▲ 1.60%
6
Buy
Oct 10, 2024
SCHD
Schwab US Dividend Equity ETF
4.01%
▼ 34.28%
2
Buy
Oct 10, 2024
UNH
UnitedHealth
7.12%
▼ 2.57%
6
Buy
Sep 26, 2024
OCTO
Eightco Holdings
―
▼ 99.00%
2
Sell
Aug 25, 2024
KVYO
Klaviyo, Inc. Class A
―
▲ 4.97%
2
Close
Aug 25, 2024
VZ
Verizon
5.38%
▼ 0.51%
11
Buy
Aug 23, 2024
RITM
Rithm Capital
9.64%
▲ 10.49%
5
Buy
Aug 23, 2024
DAL
Delta Air Lines
9.01%
▲ 52.11%
7
Buy
Aug 23, 2024
NXST
Nexstar Media Group
3.41%
▼ 5.86%
4
Buy
Aug 23, 2024
PAYS
PaySign
―
▲ 145.90%
2
Close
Jun 04, 2024
ETRN
Equitrans Midstream
―
▲ 102.35%
7
Close
Jun 04, 2024
BPTRX
Baron Partners Fund
8.7%
▲ 57.00%
25
Buy
Jun 03, 2024
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