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AFSIR II - New Portfolio

AFSIR II
Individual Investor
Ranked #391,914 out of 743,457 TipRanks' Investors
Success Rate
44%
16 out of 36
profitable transactions
Average Return
-1.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.08%
6-Month Return▼ 5.57%
12-Month Return-
YTD Return▼ 8.87%
Total Return▼ 0.37%

Best Trade

Opened at
Closed at-
Gain▲ 58.03%

Bio

Adapt. Focus. Strategize. Repeat

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 9.33%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.79%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.00%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 1.69%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.33%
▼ 1.87%▲ 1.59%▼ 7.81%
▲ 14.08%▲ 5.22%▲ 0.05%
▲ 5.05%▲ 3.27%▲ 9.56%
▼ 12.40%▼ 4.03%▼ 7.03%
▲ 11.46%▲ 5.06%▲ 2.79%
▼ 2.25%▲ 3.53%▼ 4.00%
▲ 0.26%▲ 0.21%▼ 1.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qualcomm
5.84%
▲ 55.35%
2
Sell
Jun 13, 2024
Unity Software
7.16%
▼ 28.15%
6
Buy
Jun 13, 2024
Walgreens Boots Alliance
2.25%
▼ 20.72%
5
Buy
Jun 13, 2024
Cemex SAB
0%
▼ 10.80%
2
Sell
Jun 04, 2024
Kohl's
4.96%
▼ 1.21%
2
Buy
May 30, 2024
Embraer SA
4.68%
▲ 40.45%
4
Sell
May 16, 2024
Magna International
7.72%
▼ 17.30%
2
Buy
May 03, 2024
GoodYear Tire
3.33%
▼ 16.03%
3
Buy
Apr 29, 2024
Arrow Electronics
4.18%
▲ 2.12%
3
Buy
Apr 29, 2024
Air Transport Services
12.04%
▲ 0.19%
6
Buy
Mar 19, 2024
JetBlue Airways
3.51%
▲ 4.36%
3
Buy
Feb 13, 2024
Nutrien
4.96%
▼ 0.82%
2
Buy
Feb 07, 2024
Spirit Airlines
▼ 60.34%
3
Close
Jan 17, 2024
Generac Holdings
7.61%
▲ 8.37%
2
Sell
Dec 19, 2023
Petroleo Brasileiro SA- Petrobras
4.77%
▲ 5.48%
1
Open
Dec 04, 2023
Meta Platforms
6.19%
▲ 58.03%
1
Open
Dec 04, 2023
Alphabet Class C
5.62%
▲ 41.39%
1
Open
Dec 04, 2023
Chevron
5.33%
▲ 10.32%
1
Open
Dec 04, 2023
BHP Group
8.25%
▼ 3.60%
1
Open
Dec 04, 2023