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Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #37,352 out of 769,002 TipRanks' Investors
Success Rate
81%
46 out of 57
profitable transactions
Average Return
29.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.50%
6-Month Return▲ 8.23%
12-Month Return-
YTD Return▲ 17.27%
Total Return▲ 17.27%

Best Trade

Opened at
Closed at-
Gain▲ 107.75%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.32%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.62%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 1.09%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.09%
▲ 11.46%▲ 5.06%▲ 6.16%
▼ 2.25%▲ 3.53%▲ 1.32%
▲ 25.72%▲ 1.21%▲ 3.55%
▼ 4.22%▲ 2.34%▲ 3.64%
▲ 7.82%▲ 2.10%▲ 1.60%
▲ 5.70%▼ 0.89%▼ 1.62%
▲ 21.94%▲ 3.81%▲ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadstone Net Lease
0.2%
▲ 14.85%
4
Buy
Jul 18, 2024
Bank of America
1.01%
▲ 53.81%
3
Buy
Jul 18, 2024
PepsiCo
0.84%
▼ 7.93%
2
Buy
Jul 18, 2024
SPDR Portfolio Developed World ex-US ETF
1.05%
▲ 19.75%
3
Buy
Jul 18, 2024
US Bancorp
1.62%
▲ 49.75%
3
Buy
Jul 18, 2024
Vanguard FTSE Europe ETF
1.21%
▲ 16.91%
2
Buy
Jul 18, 2024
Kimberly Clark
2.11%
▲ 5.67%
3
Buy
Jul 18, 2024
Vanguard Growth ETF
2.04%
▲ 56.59%
2
Buy
Jul 18, 2024
Vanguard Dividend Appreciation ETF
2.56%
▲ 67.51%
2
Buy
Jul 18, 2024
Kraft Heinz
2.97%
▼ 12.07%
3
Buy
Jul 18, 2024
Walmart
4.03%
▲ 105.27%
3
Buy
Jul 18, 2024
Main Street Capital
3.41%
▲ 28.31%
3
Buy
Jul 18, 2024
Schwab US Dividend Equity ETF
4.92%
▲ 14.40%
3
Buy
Jul 18, 2024
Vanguard S&P 500 ETF
15.51%
▲ 42.15%
3
Buy
Jul 18, 2024
JPMorgan Equity Premium Income ETF
18.06%
▲ 8.70%
3
Buy
Jul 18, 2024
Realty Income
20.76%
▼ 4.34%
3
Buy
Jul 18, 2024
McDonald's
0.75%
▲ 11.57%
2
Buy
Jun 21, 2024
ClearBridge Energy Midstream Opportunity Fund Inc
1%
▲ 104.20%
2
Buy
Jun 21, 2024
Microsoft
1.59%
▲ 52.88%
2
Buy
Jun 21, 2024
Johnson & Johnson
2.04%
▼ 8.39%
2
Buy
Jun 21, 2024