tiprankstipranks

HUMIX - QUARTERLY rebal - New Portfolio

Humi

HUMIX - QUARTERLY rebal
Individual Investor
Ranked #90,502 out of 747,498 TipRanks' Investors
Success Rate
74%
40 out of 54
profitable transactions
Average Return
6.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.60%
6-Month Return-
12-Month Return-
YTD Return▲ 8.23%
Total Return▲ 8.23%

Best Trade

Opened at
Closed at-
Gain▲ 33.22%

Bio

To the Moon!

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%
▼ 0.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.49%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 5.05%
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%▼ 0.22%
▲ 11.46%▲ 5.06%▲ 3.76%
▼ 2.25%▲ 3.53%▼ 0.49%
▲ 25.65%▲ 0.88%▲ 5.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Prologis
8.34%
▲ 17.58%
2
Buy
Jun 03, 2024
Realty Income
4.05%
▲ 8.71%
2
Buy
Jun 03, 2024
Crown Castle
3.1%
▲ 7.69%
2
Buy
Jun 03, 2024
VICI Properties
3.12%
▲ 7.57%
2
Buy
Jun 03, 2024
Extra Space Storage
0%
▲ 23.14%
2
Sell
Jun 03, 2024
WEC Energy Group
2.6%
▲ 0.06%
2
Buy
Jun 03, 2024
American Water
0%
▲ 16.98%
2
Sell
Jun 03, 2024
Mid-America Apartment
2.49%
▲ 10.86%
2
Buy
Jun 03, 2024
Brookfield Infrastructure
0%
▲ 11.38%
2
Sell
Jun 03, 2024
Alliant Energy
1.74%
▲ 8.63%
2
Buy
Jun 03, 2024
Nisource
2.29%
▲ 7.90%
2
Buy
Jun 03, 2024
Evergy
2.29%
▲ 4.37%
2
Buy
Jun 03, 2024
Equity Lifestyle
2.34%
▲ 9.76%
2
Buy
Jun 03, 2024
Cubesmart
2.36%
▲ 14.94%
1
Open
Jun 03, 2024
Essex Property
2.58%
▲ 9.27%
1
Open
Jun 03, 2024
Rexford Industrial Realty
2.41%
▲ 10.91%
1
Open
Jun 03, 2024
Comcast
6.42%
▲ 0.49%
2
Sell
Jun 02, 2024
Nike
3.98%
▼ 22.88%
2
Sell
Jun 02, 2024
Visa
7.17%
▼ 2.56%
2
Buy
Jun 02, 2024
Starbucks
3.93%
▼ 10.00%
2
Sell
Jun 02, 2024