New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #329,489 out of 748,626 TipRanks' Investors
Success Rate
53%
10 out of 19
profitable transactions
Average Return
0.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.56%
6-Month Return-
12-Month Return-
YTD Return▼ 10.44%
Total Return▼ 10.44%

Best Trade

Opened at
Closed at-
Gain▲ 29.13%

Bio

Performance

17.35%0-17.35%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 9.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.41%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 2.81%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▼ 1.61%
▲ 5.05%▲ 3.27%▼ 9.40%
▼ 12.40%▼ 4.03%▼ 7.37%
▲ 11.46%▲ 5.06%▲ 4.03%
▼ 2.25%▲ 3.53%▲ 1.41%
▲ 17.35%▼ 0.55%▲ 2.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
15.89%
▲ 20.89%
4
Buy
May 04, 2024
Realty Income
3.3%
▲ 8.81%
2
Buy
Apr 22, 2024
BHP Group
12.63%
▼ 7.99%
2
Buy
Apr 11, 2024
AFLAC
5.41%
▲ 16.95%
2
Buy
Apr 11, 2024
Amylyx Pharmaceuticals Inc
0.22%
▼ 53.02%
2
Buy
Apr 11, 2024
Grupo Simec SA De CV
1.67%
▼ 12.28%
2
Buy
Apr 07, 2024
Stratus Properties
1.63%
▲ 29.13%
1
Open
Mar 26, 2024
PepsiCo
9.81%
▼ 0.13%
1
Open
Mar 25, 2024
Alphatec Holdings
▼ 4.45%
2
Close
Mar 07, 2024
BellRing Brands
▼ 2.17%
2
Close
Feb 19, 2024
Coca-Cola
7.63%
▲ 11.93%
2
Buy
Feb 15, 2024