Individual - New Portfolio

Jarsin

Individual
Individual Investor
Ranked #3,241 out of 748,626 TipRanks' Investors
Success Rate
81%
95 out of 117
profitable transactions
Average Return
70.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.70%
6-Month Return▲ 8.11%
12-Month Return▲ 14.30%
YTD Return▲ 8.26%
Total Return▼ 25.76%

Best Trade

Opened at
Closed at-
Gain▲ 1021.12%

Bio

Performance

17.35%0-17.35%
▲ 5.14%
▲ 4.57%
▲ 5.24%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.14%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 1.96%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.24%
▼ 1.87%▲ 1.59%▲ 0.04%
▲ 14.08%▲ 5.22%▲ 1.68%
▲ 5.05%▲ 3.27%▲ 4.27%
▼ 12.40%▼ 4.03%▼ 3.37%
▲ 11.46%▲ 5.06%▲ 3.46%
▼ 2.25%▲ 3.53%▲ 0.14%
▲ 17.35%▼ 0.55%▲ 1.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Valero Energy
2.44%
▲ 38.95%
6
Buy
Jul 01, 2024
Prologis
2.22%
▲ 69.07%
4
Buy
Jul 01, 2024
LTC Properties
1.17%
▲ 17.16%
7
Buy
Jul 01, 2024
Clearway Energy
1.1%
▲ 10.34%
4
Buy
Jun 27, 2024
Realty Income
2.82%
▲ 17.11%
8
Buy
Jun 27, 2024
Waste Management
3.34%
▲ 123.71%
4
Buy
Jun 27, 2024
Microsoft
7.04%
▲ 337.36%
3
Buy
Jun 27, 2024
Home Depot
6.44%
▲ 228.72%
3
Buy
Jun 27, 2024
Black Hills
1.79%
▲ 6.18%
5
Buy
Jun 13, 2024
3M
1.09%
▼ 32.93%
3
Buy
Jun 13, 2024
Chevron
2.45%
▲ 1.83%
5
Buy
Jun 13, 2024
Zoetis
2.82%
▲ 132.58%
3
Buy
Jun 13, 2024
Honeywell International
3.59%
▲ 99.84%
3
Buy
Jun 13, 2024
Visa
4.02%
▲ 236.92%
3
Buy
Jun 13, 2024
Johnson & Johnson
5.47%
▲ 83.40%
3
Buy
Jun 13, 2024
Gen Digital
0.76%
▲ 23.27%
2
Buy
Jun 13, 2024
Walmart
2.11%
▲ 76.32%
5
Buy
May 30, 2024
Healthpeak Properties
0.96%
▲ 13.42%
3
Buy
May 24, 2024
Charles Schwab
0.99%
▼ 1.25%
2
Buy
May 24, 2024
Abbott Laboratories
1.95%
▲ 117.07%
3
Buy
May 15, 2024