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New Portfolio Apr 2024 - New Portfolio

Andrew Carlssin

New Portfolio Apr 2024
Individual Investor
Ranked #89,361 out of 769,654 TipRanks' Investors
Success Rate
76%
45 out of 59
profitable transactions
Average Return
10.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.39%
6-Month Return▲ 20.09%
12-Month Return-
YTD Return▲ 20.33%
Total Return▲ 20.33%

Best Trade

Opened at
Closed at-
Gain▲ 78.52%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 0.40%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.87%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.32%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.51%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.81%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.40%
▲ 11.46%▲ 5.06%▲ 0.87%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.72%▲ 1.21%▲ 7.55%
▼ 4.22%▲ 2.34%▲ 2.14%
▲ 7.82%▲ 2.10%▲ 4.32%
▲ 5.70%▼ 0.89%▲ 1.51%
▲ 31.73%▲ 4.73%▲ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
0%
▼ 1.02%
3
Sell
Nov 11, 2024
Tesla
19.33%
▲ 65.92%
4
Buy
Oct 11, 2024
JPMorgan Chase & Co.
15.95%
▲ 20.15%
5
Buy
Oct 02, 2024
RTX
0.47%
▼ 2.26%
2
Buy
Oct 02, 2024
AbbVie
11.52%
▼ 6.54%
8
Buy
Sep 29, 2024
Dell Technologies
▲ 8.53%
2
Close
Sep 27, 2024
American Express
9.72%
▲ 21.82%
4
Buy
Sep 24, 2024
Apple
8.84%
▲ 5.28%
6
Buy
Sep 12, 2024
Broadcom
10.5%
▲ 11.39%
7
Buy
Sep 12, 2024
Ares Capital
16.36%
▲ 7.74%
6
Buy
Sep 03, 2024
Lockheed Martin
▲ 0.62%
2
Close
Sep 03, 2024
Vanguard Dividend Appreciation ETF
7.31%
▲ 7.50%
3
Buy
Aug 26, 2024
Berkshire Hathaway B
▲ 1.32%
2
Close
Jul 31, 2024
McDonald's
▲ 4.75%
2
Close
Jul 31, 2024
Texas Instruments
▲ 3.46%
2
Close
Jul 31, 2024
Bank of America
▲ 12.50%
2
Close
Jul 24, 2024
Chevron
▼ 3.26%
2
Close
Jul 24, 2024
Kraft Heinz
▼ 12.36%
2
Close
Jul 24, 2024
Coca-Cola
▲ 9.53%
2
Close
Jul 24, 2024
Moody's
▲ 14.62%
2
Close
Jul 24, 2024