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New Portfolio Apr 2024 - New Portfolio
Andrew Carlssin
New Portfolio Apr 2024Individual Investor
Ranked #24,514 out of 788,398 TipRanks' Investors
Success Rate
54 out of 59
profitable transactions
profitable transactions
Average Return
18.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.18%
6-Month Return▲ 21.79%
12-Month Return-
YTD Return▲ 3.76%
Total Return▲ 33.16%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 7.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.32%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.87%
Nov 2024
▲ 5.94%
▼ 2.41%
▲ 6.53%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.38%
Jan 2025
▼ 8.96%
▼ 0.31%
▼ 0.59%
Feb 2025
▲ 8.13%▲ 1.21%▲ 7.55%
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 4.32%
▲ 9.99%▼ 0.89%▲ 0.60%
▲ 26.03%▲ 5.96%▲ 4.87%
▲ 5.94%▼ 2.41%▲ 6.53%
▲ 5.25%▲ 2.69%▲ 4.38%
▼ 8.96%▼ 0.31%▼ 0.59%
Recent Activity
Microsoft
0%
▼ 2.92%
3
Sell
Nov 11, 2024
Tesla
17.83%
▲ 58.98%
4
Buy
Oct 11, 2024
JPMorgan Chase & Co.
15.74%
▲ 28.39%
5
Buy
Oct 02, 2024
RTX
0.47%
▲ 0.29%
2
Buy
Oct 02, 2024
AbbVie
12.54%
▲ 7.74%
8
Buy
Sep 29, 2024
Dell Technologies
―
▲ 8.53%
2
Close
Sep 27, 2024
American Express
8.9%
▲ 19.71%
4
Buy
Sep 24, 2024
Apple
8.87%
▲ 12.58%
6
Buy
Sep 12, 2024
Broadcom
12.52%
▲ 48.70%
7
Buy
Sep 12, 2024
Ares Capital
16.31%
▲ 16.43%
6
Buy
Sep 03, 2024
Lockheed Martin
―
▲ 0.62%
2
Close
Sep 03, 2024
Vanguard Dividend Appreciation ETF
6.83%
▲ 7.73%
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