New Portfolio - New Portfolio

BRIAN WALTON-KING

New Portfolio
Individual Investor
Ranked #330,906 out of 748,394 TipRanks' Investors
Success Rate
48%
13 out of 27
profitable transactions
Average Return
5.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.35%
6-Month Return-
12-Month Return-
YTD Return▲ 32.33%
Total Return▲ 32.33%

Best Trade

Opened at
Closed at
Gain▲ 125.00%

Bio

Performance

17.35%0-17.35%
▲ 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%
▼ 0.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.56%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.76%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 14.72%
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%▼ 0.27%
▲ 11.46%▲ 5.06%▲ 12.56%
▼ 2.25%▲ 3.53%▲ 2.76%
▲ 17.35%▼ 0.55%▲ 14.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CVS Health
0.76%
▼ 9.44%
3
Open
Jul 16, 2024
Cronos Group
2.08%
▼ 7.06%
2
Sell
Jul 16, 2024
Eastfield Resources
▲ 125.00%
2
Close
Jul 16, 2024
Marathon Digital Holdings
0.26%
▼ 22.64%
1
Open
Jul 16, 2024
Citigroup
0.83%
▼ 5.37%
1
Open
Jul 16, 2024
Micron
3.24%
▼ 13.50%
1
Open
Jul 16, 2024
JPMorgan Chase & Co.
1.8%
▼ 2.35%
1
Open
Jul 16, 2024
Nio
▲ 0.65%
2
Close
Jul 13, 2024
Fuelcell Energy
▼ 20.67%
2
Close
May 09, 2024
Robinhood Markets
9.12%
▲ 23.76%
1
Open
May 09, 2024
Apple
9.36%
▲ 26.13%
1
Open
Apr 28, 2024
Meta Platforms
3.9%
▲ 6.73%
1
Open
Apr 28, 2024
Nvidia
9.67%
▲ 30.20%
1
Open
Apr 28, 2024
Costco
3.51%
▲ 14.39%
1
Open
Apr 28, 2024
BP p.l.c.
5.11%
▼ 12.80%
1
Open
Apr 28, 2024
Amazon
4.64%
▼ 0.07%
1
Open
Apr 28, 2024
BlackRock
5.76%
▲ 9.44%
1
Open
Apr 28, 2024
Progressive
4.58%
▲ 4.29%
1
Open
Apr 28, 2024
Comcast
2.47%
▼ 1.15%
1
Open
Apr 28, 2024
Chevron
3.39%
▼ 5.83%
1
Open
Apr 28, 2024