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Kris - New Portfolio

Safe Harbor

Kris
Individual Investor
Ranked #336,195 out of 746,803 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
1.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.74%
6-Month Return-
12-Month Return-
YTD Return▲ 2.37%
Total Return▲ 2.37%

Best Trade

Opened at
Closed at-
Gain▲ 21.73%

Bio

Performance

28.20%0-28.20%
▲ 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%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.17%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 4.29%
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%
▲ 11.46%▲ 5.06%▲ 1.37%
▼ 2.25%▲ 3.53%▼ 3.17%
▲ 28.20%▲ 3.18%▲ 4.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Coastal Insurance
12.5%
▲ 4.40%
1
Open
May 09, 2024
Academy Sports and Outdoors
12.5%
▲ 0.06%
1
Open
May 09, 2024
BankFirst Capital (Mississippi)
12.5%
▲ 21.73%
1
Open
May 09, 2024
International Money Express
12.5%
▼ 0.05%
1
Open
May 09, 2024
Net Lease Office Properties
12.5%
▲ 9.76%
1
Open
May 09, 2024
PayPal Holdings
12.5%
▼ 4.10%
1
Open
May 09, 2024
JM Smucker
12.5%
▲ 4.58%
1
Open
May 09, 2024
Solventum Corporation
12.5%
▼ 22.81%
1
Open
May 09, 2024