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Living Trust - New Portfolio

Craig Cooper

Living Trust
Individual Investor
Ranked #165,397 out of 775,913 TipRanks' Investors
Success Rate
56%
63 out of 113
profitable transactions
Average Return
17.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.93%
6-Month Return▲ 4.82%
12-Month Return▲ 25.28%
YTD Return▲ 25.16%
Total Return▲ 28.31%

Best Trade

Opened at
Closed at
Gain▲ 948.27%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.00%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 0.54%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.17%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.11%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.01%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 2.14%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.23%
▼ 2.25%▲ 3.53%▲ 3.00%
▲ 25.71%▲ 1.21%▼ 0.54%
▼ 4.22%▲ 2.34%▼ 1.35%
▲ 7.82%▲ 2.10%▲ 4.17%
▲ 5.38%▼ 0.89%▼ 2.11%
▲ 43.22%▲ 5.96%▲ 7.01%
▼ 5.24%▼ 2.73%▼ 2.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
17.55%
▲ 18.93%
10
Buy
Dec 12, 2024
Energy Transfer
4.41%
▲ 20.01%
4
Buy
Nov 19, 2024
OneMain Holdings
2.6%
▼ 1.83%
2
Buy
Nov 18, 2024
Nvidia
5.29%
▼ 4.73%
1
Buy
Nov 15, 2024
Chewy
1.66%
▲ 15.75%
2
Buy
Nov 13, 2024
Marathon Petroleum
▼ 10.33%
3
Close
Nov 08, 2024
Amazon
11.04%
▲ 12.72%
4
Buy
Nov 08, 2024
Rockwell Med
0.1%
▼ 51.50%
2
Sell
Nov 08, 2024
B2Gold
▲ 4.08%
3
Close
Nov 07, 2024
Barrick Gold
▲ 8.01%
3
Close
Nov 07, 2024
Costco
9.37%
▲ 104.28%
3
Sell
Nov 07, 2024
Blue Owl Capital
▼ 2.48%
8
Sell
Nov 06, 2024
Tourmaline Bio
1.01%
▼ 24.00%
1
Buy
Nov 06, 2024
MGM Resorts
▼ 10.48%
3
Close
Nov 05, 2024
AST SpaceMobile
▼ 0.36%
3
Sell
Nov 05, 2024
Micron
▼ 9.33%
3
Sell
Nov 05, 2024
Verizon
4.74%
▲ 3.69%
7
Buy
Nov 01, 2024
Owens Corning
▼ 4.92%
3
Close
Oct 23, 2024
DraftKings
▼ 15.08%
3
Sell
Oct 22, 2024
Alphabet Class C
5.68%
▲ 40.21%
3
Buy
Oct 22, 2024