tiprankstipranks

Jan 2024 - New Portfolio

Myles Broadway

Jan 2024
Individual Investor
Ranked #201,324 out of 781,107 TipRanks' Investors
Success Rate
73%
19 out of 26
profitable transactions
Average Return
9.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.17%
6-Month Return▲ 12.39%
12-Month Return▲ 19.17%
YTD Return▲ 1.62%
Total Return▲ 20.79%

Best Trade

Opened at
Closed at-
Gain▲ 36.51%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.29%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.67%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.71%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.69%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.77%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 1.62%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.29%
▲ 8.13%▲ 1.21%▲ 2.67%
▼ 13.14%▲ 2.34%▲ 5.71%
▲ 2.93%▲ 2.10%▲ 1.10%
▲ 10.00%▼ 0.89%▼ 0.23%
▲ 26.04%▲ 5.96%▲ 3.69%
▲ 5.93%▼ 2.41%▼ 0.77%
▲ 7.55%▲ 1.96%▲ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.16%
▲ 27.56%
3
Sell
Aug 31, 2024
Schwab US Dividend Equity ETF
26.89%
▲ 9.47%
4
Buy
Aug 31, 2024
Starbucks
▲ 3.67%
3
Close
Aug 31, 2024
Visa
6.75%
▲ 21.29%
4
Sell
Aug 31, 2024
Vanguard S&P 500 ETF
11.78%
▲ 27.38%
3
Sell
Aug 31, 2024
Invesco NASDAQ 100 ETF
16.32%
▲ 16.33%
2
Buy
Aug 31, 2024
Alphabet Class A
5.46%
▲ 28.39%
2
Buy
Aug 31, 2024
Lockheed Martin
4.89%
▲ 2.58%
2
Buy
Aug 31, 2024
Fidelity Blue Chip Growth ETF
14.43%
▲ 13.82%
1
Open
Aug 31, 2024
Occidental Petroleum
11.32%
▼ 7.99%
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