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A & I Portfolio - New Portfolio

Alex Gardner

A & I Portfolio
Individual Investor
Ranked #199,018 out of 747,498 TipRanks' Investors
Success Rate
68%
15 out of 22
profitable transactions
Average Return
9.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.66%
6-Month Return-
12-Month Return-
YTD Return▲ 12.20%
Total Return▲ 12.20%

Best Trade

Opened at
Closed at-
Gain▲ 39.84%

Bio

A mix of high yield dividend stock, technology, and blue chip or staple goods.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.34%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.61%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.67%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 0.34%
▲ 11.46%▲ 5.06%▲ 5.86%
▼ 2.25%▲ 3.53%▲ 1.61%
▲ 25.65%▲ 0.88%▲ 4.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hercules Capital
▲ 7.36%
3
Close
Jun 14, 2024
Amazon
16.91%
▼ 0.95%
2
Buy
Jun 14, 2024
Nextera Energy Partners
▲ 18.26%
3
Close
Jun 11, 2024
Nvidia
1.09%
▲ 7.58%
1
Open
May 31, 2024
NextEra Energy
1.33%
▲ 6.54%
2
Buy
May 10, 2024
Block
▼ 7.38%
2
Close
May 10, 2024
Cadence Design
▼ 6.01%
2
Close
May 10, 2024
AGNC Investment
7.88%
▲ 14.29%
3
Buy
Apr 24, 2024
Alphabet Class C
3.31%
▲ 12.82%
1
Open
Apr 12, 2024
Apple
4.14%
▲ 27.22%
1
Open
Apr 12, 2024
Microsoft
4.04%
▲ 3.79%
1
Open
Apr 12, 2024
Altria Group
18.26%
▲ 23.10%
1
Open
Apr 12, 2024
Philip Morris
10.39%
▲ 22.13%
1
Open
Apr 12, 2024
Duke Energy
9.87%
▲ 13.80%
1
Open
Apr 12, 2024
Tesla
2.21%
▲ 39.84%
1
Open
Apr 12, 2024
Greenland Technologies Holding
1.56%
▼ 13.78%
1
Open
Apr 12, 2024
McDonald's
19.01%
▼ 3.16%
1
Open
Apr 12, 2024