Individual - New Portfolio

Braden Allen

Individual
Individual Investor
Ranked #18,530 out of 765,504 TipRanks' Investors
Success Rate
82%
159 out of 194
profitable transactions
Average Return
20.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.06%
6-Month Return▲ 7.66%
12-Month Return▲ 41.06%
YTD Return▲ 20.22%
Total Return▲ 7.66%

Best Trade

Opened at
Closed at
Gain▲ 160.73%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.91%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.62%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 5.56%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 0.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.85%
▲ 11.46%▲ 5.06%▲ 0.91%
▼ 2.25%▲ 3.53%▲ 0.03%
▲ 25.72%▲ 1.21%▲ 0.62%
▼ 4.21%▲ 2.34%▲ 1.31%
▲ 7.82%▲ 2.10%▲ 0.66%
▲ 6.02%▼ 0.89%▲ 5.56%
▲ 12.58%▲ 1.42%▲ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
2.66%
▲ 28.67%
14
Buy
Oct 15, 2024
T. Rowe Price All-Cap Opportunities Fund
22.46%
▲ 38.11%
50
Buy
Oct 14, 2024
Western Union
▼ 20.49%
8
Sell
Oct 11, 2024
Black Stone Minerals
▼ 11.57%
6
Sell
Oct 11, 2024
McDonald's
▲ 10.10%
5
Sell
Oct 11, 2024
iShares Russell Top 200 Growth ETF
3.17%
▲ 22.90%
7
Buy
Oct 10, 2024
Vanguard S&P 500 Growth ETF
2.48%
▲ 16.55%
3
Buy
Oct 10, 2024
Lowe's
5.44%
▲ 3.85%
3
Buy
Oct 10, 2024
Johnson & Johnson
8.57%
▲ 11.03%
6
Buy
Oct 10, 2024
Schwab US Dividend Equity ETF
4.14%
▼ 30.07%
2
Buy
Oct 10, 2024
UnitedHealth
8.39%
▲ 16.24%
6
Buy
Sep 26, 2024
Eightco Holdings
▼ 99.00%
2
Sell
Aug 25, 2024
Klaviyo, Inc. Class A
▲ 4.97%
2
Close
Aug 25, 2024
Verizon
5.31%
▲ 2.56%
11
Buy
Aug 23, 2024
Rithm Capital
9.15%
▲ 6.66%
5
Buy
Aug 23, 2024
Delta Air Lines
8.69%
▲ 55.58%
7
Buy
Aug 23, 2024
Nexstar Media Group
3.95%
▲ 8.85%
4
Buy
Aug 23, 2024
PaySign
▲ 145.90%
2
Close
Jun 04, 2024
Equitrans Midstream
▲ 102.35%
7
Close
Jun 04, 2024
Baron Partners Fund
6.79%
▲ 25.98%
25
Buy
Jun 03, 2024