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Kris
- New Portfolio
Performance
Portfolio Details
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
Asset
BankFirst C... (BFCC)
Opened at
May 09, 2024
Closed at
Sep 25, 2024
Gain
▲ 40.33%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
Wise PLC Class A
1.08%
▲ 28.19%
1
Open
Oct 05, 2024
IMXI
International Money Express
5.83%
▲ 4.11%
3
Open
Oct 04, 2024
NLOP
Net Lease Office Properties
1.53%
▲ 15.54%
3
Open
Oct 04, 2024
PYPL
PayPal Holdings
14.16%
▲ 13.41%
3
Open
Oct 04, 2024
SJM
JM Smucker
6.71%
▲ 1.31%
3
Open
Oct 04, 2024
MT
ArcelorMittal
2.98%
▼ 2.34%
1
Open
Oct 04, 2024
MRX
Marex Group plc
5.25%
▲ 19.31%
1
Open
Oct 04, 2024
NCDL
Nuveen Churchill Direct Lending Corp.
5.08%
▼ 0.87%
1
Open
Oct 04, 2024
DRX
ADF Group Inc. SV
0.75%
▼ 9.71%
1
Open
Oct 04, 2024
AFG
American Financial Group
4.86%
▲ 5.08%
1
Open
Oct 04, 2024
BBCP
Concrete Pumping Holdings
0.87%
▲ 0.97%
1
Open
Oct 04, 2024
EEFT
Euronet Worldwide
5.15%
▲ 5.84%
1
Open
Oct 04, 2024
GPN
Global Payments
11.43%
▲ 16.40%
1
Open
Oct 04, 2024
KBDC
Kayne Anderson BDC, Inc.
2.25%
▲ 1.06%
1
Open
Oct 04, 2024
MSDL
Morgan Stanley Direct Lending Fund
3.89%
▲ 2.00%
1
Open
Oct 04, 2024
NOA
North American Construction Group
3.88%
▲ 3.05%
1
Open
Oct 04, 2024
NVGS
Navigator Holdings
1.95%
▼ 3.60%
1
Open
Oct 04, 2024
OXY
Occidental Petroleum
2.53%
▼ 8.70%
1
Open
Oct 04, 2024
SIRI
Sirius XM Holdings
5.06%
▲ 12.08%
1
Open
Oct 04, 2024
TKR
Timken Company
14.78%
▼ 11.47%
1
Open
Oct 04, 2024
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