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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #427,793 out of 768,736 TipRanks' Investors
Success Rate
36%
22 out of 62
profitable transactions
Average Return
1.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.96%
6-Month Return▲ 10.65%
12-Month Return-
YTD Return▲ 14.19%
Total Return▲ 14.19%

Best Trade

Opened at
Closed at-
Gain▲ 42.64%

Bio

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Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.12%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.99%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.98%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 1.07%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.77%
▲ 11.46%▲ 5.06%▲ 4.41%
▼ 2.25%▲ 3.53%▼ 1.12%
▲ 25.72%▲ 1.21%▲ 6.47%
▼ 4.22%▲ 2.34%▲ 2.66%
▲ 7.82%▲ 2.10%▲ 3.99%
▲ 5.70%▼ 0.89%▼ 2.98%
▲ 21.94%▲ 3.81%▲ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NextEra Energy
13.21%
▲ 15.77%
3
Buy
May 28, 2024
Agree Realty
22.54%
▲ 38.20%
3
Buy
May 28, 2024
Baxter International
▼ 18.13%
3
Close
May 28, 2024
Johnson & Johnson
▼ 2.22%
3
Close
May 28, 2024
Cisco Systems
▼ 3.30%
2
Close
May 28, 2024
Public Storage
▲ 0.48%
2
Close
May 28, 2024
Coca-Cola
▼ 0.85%
2
Close
May 28, 2024
Regions Financial
22.04%
▲ 41.02%
1
Open
May 28, 2024
Western Alliance
17.97%
▲ 42.64%
1
Open
May 28, 2024
Dollar General
6.77%
▼ 45.60%
1
Open
May 28, 2024
iShares Dow Jones Asia Pacific Select Dividend 30 UCITS ETF
▼ 1.48%
2
Close
Apr 16, 2024
British American Tobacco
▼ 5.78%
2
Close
Apr 16, 2024
iShares EM Dividend UCITS ETF
▼ 0.19%
2
Close
Apr 16, 2024
Unilever
▼ 5.82%
2
Close
Apr 16, 2024
Kering SA
▼ 7.11%
2
Close
Apr 16, 2024
Viscofan
▼ 2.04%
2
Close
Apr 16, 2024
Red Electrica Corporacion
6.84%
▲ 10.84%
2
Buy
Apr 16, 2024
Koninklijke Ahold Delhaize N.V.
▼ 1.13%
2
Close
Apr 16, 2024
Iberdrola
10.63%
▲ 20.69%
2
Buy
Apr 16, 2024
Repsol
▼ 0.62%
2
Close
Apr 16, 2024