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Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #37,156 out of 775,923 TipRanks' Investors
Success Rate
81%
46 out of 57
profitable transactions
Average Return
28.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.61%
6-Month Return▲ 7.50%
12-Month Return-
YTD Return▲ 15.87%
Total Return▲ 15.87%

Best Trade

Opened at
Closed at-
Gain▲ 119.81%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.33%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.60%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.56%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.92%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.95%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.16%
▼ 2.25%▲ 3.53%▲ 1.33%
▲ 25.71%▲ 1.21%▲ 3.55%
▼ 4.22%▲ 2.34%▲ 3.64%
▲ 7.82%▲ 2.10%▲ 1.60%
▲ 5.38%▼ 0.89%▼ 1.56%
▲ 43.22%▲ 5.96%▲ 3.92%
▲ 3.34%▼ 1.56%▼ 3.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadstone Net Lease
0.19%
▲ 8.31%
4
Buy
Jul 18, 2024
Bank of America
0.98%
▲ 47.50%
3
Buy
Jul 18, 2024
PepsiCo
0.82%
▼ 11.38%
2
Buy
Jul 18, 2024
SPDR Portfolio Developed World ex-US ETF
1.05%
▲ 17.87%
3
Buy
Jul 18, 2024
US Bancorp
1.55%
▲ 41.43%
3
Buy
Jul 18, 2024
Vanguard FTSE Europe ETF
1.2%
▲ 14.34%
2
Buy
Jul 18, 2024
Kimberly Clark
2.05%
▲ 1.76%
3
Buy
Jul 18, 2024
Vanguard Growth ETF
2.14%
▲ 62.14%
2
Buy
Jul 18, 2024
Vanguard Dividend Appreciation ETF
2.57%
▲ 66.31%
2
Buy
Jul 18, 2024
Kraft Heinz
2.97%
▼ 13.09%
3
Buy
Jul 18, 2024
Walmart
4.3%
▲ 117.19%
3
Buy
Jul 18, 2024
Main Street Capital
3.66%
▲ 36.33%
3
Buy
Jul 18, 2024
Schwab US Dividend Equity ETF
4.73%
▲ 8.74%
3
Buy
Jul 18, 2024
Vanguard S&P 500 ETF
15.73%
▲ 42.71%
3
Buy
Jul 18, 2024
JPMorgan Equity Premium Income ETF
17.85%
▲ 6.36%
3
Buy
Jul 18, 2024
Realty Income
19.47%
▼ 11.22%
3
Buy
Jul 18, 2024
McDonald's
0.76%
▲ 12.25%
2
Buy
Jun 21, 2024
ClearBridge Energy Midstream Opportunity Fund Inc
0.93%
▲ 88.45%
2
Buy
Jun 21, 2024
Microsoft
1.68%
▲ 60.65%
2
Buy
Jun 21, 2024
Johnson & Johnson
1.94%
▼ 13.56%
2
Buy
Jun 21, 2024