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Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #39,569 out of 747,498 TipRanks' Investors
Success Rate
77%
44 out of 57
profitable transactions
Average Return
23.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.84%
6-Month Return-
12-Month Return-
YTD Return▲ 11.92%
Total Return▲ 11.92%

Best Trade

Opened at
Closed at-
Gain▲ 72.72%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.17%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.35%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 3.46%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 8.20%
▼ 12.40%▼ 4.03%▼ 7.09%
▲ 11.46%▲ 5.06%▲ 6.17%
▼ 2.25%▲ 3.53%▲ 1.35%
▲ 29.87%▲ 0.88%▲ 3.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadstone Net Lease
0.21%
▲ 16.47%
4
Buy
Jul 18, 2024
Bank of America
0.95%
▲ 43.26%
3
Buy
Jul 18, 2024
PepsiCo
0.91%
▼ 1.77%
2
Buy
Jul 18, 2024
SPDR Portfolio Developed World ex-US ETF
1.11%
▲ 22.04%
3
Buy
Jul 18, 2024
US Bancorp
1.47%
▲ 32.10%
3
Buy
Jul 18, 2024
Vanguard FTSE Europe ETF
1.32%
▲ 22.29%
2
Buy
Jul 18, 2024
Kimberly Clark
2.28%
▲ 11.29%
3
Buy
Jul 18, 2024
Vanguard Growth ETF
1.96%
▲ 44.04%
2
Buy
Jul 18, 2024
Vanguard Dividend Appreciation ETF
2.49%
▲ 57.94%
2
Buy
Jul 18, 2024
Kraft Heinz
3.23%
▼ 5.69%
3
Buy
Jul 18, 2024
Walmart
3.33%
▲ 66.59%
3
Buy
Jul 18, 2024
Main Street Capital
3.35%
▲ 21.22%
3
Buy
Jul 18, 2024
Schwab US Dividend Equity ETF
4.75%
▲ 7.72%
3
Buy
Jul 18, 2024
Vanguard S&P 500 ETF
14.91%
▲ 32.11%
3
Buy
Jul 18, 2024
JPMorgan Equity Premium Income ETF
17.79%
▲ 3.75%
3
Buy
Jul 18, 2024
Realty Income
21.52%
▼ 3.16%
3
Buy
Jul 18, 2024
McDonald's
0.69%
▼ 1.33%
2
Buy
Jun 21, 2024
ClearBridge Energy Midstream Opportunity Fund Inc
0.87%
▲ 71.70%
2
Buy
Jun 21, 2024
Microsoft
1.73%
▲ 60.83%
2
Buy
Jun 21, 2024
Johnson & Johnson
2.1%
▼ 7.45%
2
Buy
Jun 21, 2024