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New Portfolio Apr 2024 - New Portfolio
Andrew Carlssin
New Portfolio Apr 2024Individual Investor
Ranked #24,344 out of 793,836 TipRanks' Investors
Success Rate
53 out of 59
profitable transactions
profitable transactions
Average Return
8.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.19%
6-Month Return▲ 5.98%
12-Month Return-
YTD Return▼ 5.70%
Total Return▲ 21.02%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.32%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.87%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 6.53%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.87%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.18%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 7.19%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 4.32%
▲ 10.00%▼ 0.89%▲ 0.60%
▲ 26.01%▲ 5.96%▲ 4.87%
▲ 5.33%▼ 2.41%▲ 6.53%
▲ 5.89%▲ 2.69%▲ 3.87%
▼ 12.86%▼ 1.27%▼ 2.18%
▼ 1.65%▼ 6.20%▼ 7.19%
Recent Activity
Microsoft
0%
▼ 9.91%
3
Sell
Nov 11, 2024
Tesla
15.8%
▲ 24.03%
4
Buy
Oct 11, 2024
JPMorgan Chase
16.25%
▲ 18.00%
5
Buy
Oct 02, 2024
RTX
0.55%
▲ 7.15%
2
Buy
Oct 02, 2024
AbbVie
14.02%
▲ 9.45%
8
Buy
Sep 29, 2024
Dell Technologies
―
▲ 8.53%
2
Close
Sep 27, 2024
American Express
8.88%
▲ 7.59%
4
Buy
Sep 24, 2024
Apple
8.69%
▼ 0.10%
6
Buy
Sep 12, 2024
Broadcom
11.32%
▲ 15.36%
7
Buy
Sep 12, 2024
Ares Capital
17.26%
▲ 13.12%
6
Buy
Sep 03, 2024
Lockheed Martin
―
▲ 0.62%
2
Close
Sep 03, 2024
Vanguard Dividend Appreciation ETF
7.22%
▲ 2.86%
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