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Jan 2024 - New Portfolio

Myles Broadway

Jan 2024
Individual Investor
Ranked #221,694 out of 775,923 TipRanks' Investors
Success Rate
69%
18 out of 26
profitable transactions
Average Return
9.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.03%
6-Month Return▲ 11.71%
12-Month Return-
YTD Return▲ 18.91%
Total Return▲ 18.91%

Best Trade

Opened at
Closed at-
Gain▲ 41.15%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.28%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.67%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.71%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.10%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.23%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.69%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.73%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.34%
▼ 2.25%▲ 3.53%▲ 1.28%
▲ 25.71%▲ 1.21%▲ 2.67%
▼ 4.22%▲ 2.34%▲ 5.71%
▲ 7.82%▲ 2.10%▲ 1.10%
▲ 5.38%▼ 0.89%▼ 0.23%
▲ 43.22%▲ 5.96%▲ 3.69%
▲ 3.34%▼ 1.56%▼ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.54%
▲ 41.15%
3
Sell
Aug 31, 2024
Schwab US Dividend Equity ETF
26.58%
▲ 6.74%
4
Buy
Aug 31, 2024
Starbucks
▲ 3.67%
3
Close
Aug 31, 2024
Visa
6.79%
▲ 20.56%
4
Sell
Aug 31, 2024
Vanguard S&P 500 ETF
11.88%
▲ 25.95%
3
Sell
Aug 31, 2024
Invesco NASDAQ 100 ETF
16.56%
▲ 15.49%
2
Buy
Aug 31, 2024
Alphabet Class A
5.37%
▲ 25.38%
2
Buy
Aug 31, 2024
Lockheed Martin
4.83%
▲ 2.31%
2
Buy
Aug 31, 2024
Fidelity Blue Chip Growth ETF
14.7%
▲ 13.46%
1
Open
Aug 31, 2024
Occidental Petroleum
10.75%
▼ 16.56%
1
Open
Aug 31, 2024
VICI Properties
▼ 4.38%
3
Close
Feb 06, 2024
AT&T
▼ 0.71%
2
Close
Jan 24, 2024
Vanguard Total Stock Market ETF
▲ 3.20%
2
Close
Jan 22, 2024
Realty Income
▼ 4.04%
2
Close
Jan 22, 2024
Chevron
▼ 5.26%
2
Close
Jan 22, 2024
Microsoft
▲ 7.82%
2
Close
Jan 22, 2024
JPMorgan Equity Premium Income ETF
▲ 1.66%
2
Close
Jan 22, 2024