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Kris - New Portfolio

Safe Harbor

Kris
Individual Investor
Ranked #240,512 out of 769,002 TipRanks' Investors
Success Rate
68%
19 out of 28
profitable transactions
Average Return
6.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.30%
6-Month Return▲ 16.49%
12-Month Return-
YTD Return▲ 18.32%
Total Return▲ 18.32%

Best Trade

Opened at
Closed at
Gain▲ 40.33%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.17%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.41%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.15%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 4.30%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 1.37%
▼ 2.25%▲ 3.53%▼ 3.17%
▲ 25.72%▲ 1.21%▲ 10.41%
▼ 4.22%▲ 2.34%▼ 0.98%
▲ 7.82%▲ 2.10%▲ 5.55%
▲ 5.70%▼ 0.89%▲ 0.15%
▲ 21.94%▲ 3.81%▲ 4.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wise PLC Class A
1.08%
▲ 28.19%
1
Open
Oct 05, 2024
International Money Express
5.83%
▲ 4.11%
3
Open
Oct 04, 2024
Net Lease Office Properties
1.53%
▲ 15.54%
3
Open
Oct 04, 2024
PayPal Holdings
14.16%
▲ 13.41%
3
Open
Oct 04, 2024
JM Smucker
6.71%
▲ 1.31%
3
Open
Oct 04, 2024
ArcelorMittal
2.98%
▼ 2.34%
1
Open
Oct 04, 2024
Marex Group plc
5.25%
▲ 19.31%
1
Open
Oct 04, 2024
Nuveen Churchill Direct Lending Corp.
5.08%
▼ 0.87%
1
Open
Oct 04, 2024
ADF Group Inc. SV
0.75%
▼ 9.71%
1
Open
Oct 04, 2024
American Financial Group
4.86%
▲ 5.08%
1
Open
Oct 04, 2024
Concrete Pumping Holdings
0.87%
▲ 0.97%
1
Open
Oct 04, 2024
Euronet Worldwide
5.15%
▲ 5.84%
1
Open
Oct 04, 2024
Global Payments
11.43%
▲ 16.40%
1
Open
Oct 04, 2024
Kayne Anderson BDC, Inc.
2.25%
▲ 1.06%
1
Open
Oct 04, 2024
Morgan Stanley Direct Lending Fund
3.89%
▲ 2.00%
1
Open
Oct 04, 2024
North American Construction Group
3.88%
▲ 3.05%
1
Open
Oct 04, 2024
Navigator Holdings
1.95%
▼ 3.60%
1
Open
Oct 04, 2024
Occidental Petroleum
2.53%
▼ 8.70%
1
Open
Oct 04, 2024
Sirius XM Holdings
5.06%
▲ 12.08%
1
Open
Oct 04, 2024
Timken Company
14.78%
▼ 11.47%
1
Open
Oct 04, 2024