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Living Trust - New Portfolio

Craig Cooper

Living Trust
Individual Investor
Ranked #210,784 out of 793,417 TipRanks' Investors
Success Rate
54%
74 out of 136
profitable transactions
Average Return
12.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.02%
6-Month Return▲ 3.02%
12-Month Return▲ 11.20%
YTD Return▲ 0.78%
Total Return▲ 29.02%

Best Trade

Opened at
Closed at
Gain▲ 948.27%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.17%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.01%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.25%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 5.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.13%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 3.37%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.35%
▲ 2.93%▲ 2.10%▲ 4.17%
▲ 10.00%▼ 0.89%▼ 2.21%
▲ 26.01%▲ 5.96%▲ 7.01%
▲ 5.34%▼ 2.41%▼ 2.25%
▲ 5.88%▲ 2.69%▲ 5.48%
▼ 12.86%▼ 1.27%▼ 1.13%
▲ 7.47%▼ 3.09%▼ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
1.3%
▼ 8.56%
2
Buy
Mar 21, 2025
Main Street Capital
4.46%
▲ 10.36%
14
Buy
Mar 14, 2025
Costco
6.82%
▲ 60.33%
4
Buy
Mar 07, 2025
Nvidia
2.95%
▼ 4.33%
2
Buy
Mar 04, 2025
Verizon
2.87%
▲ 1.12%
9
Buy
Feb 28, 2025
Las Vegas Sands
▼ 10.94%
3
Close
Feb 21, 2025
Energy Transfer
2.23%
▲ 14.68%
5
Buy
Feb 20, 2025
OneMain Holdings
1.31%
▼ 3.49%
3
Buy
Feb 20, 2025
Hewlett Packard Enterprise
0.81%
▼ 24.36%
1
Buy
Feb 20, 2025
Micron
▼ 2.30%
5
Sell
Feb 16, 2025
Tourmaline Bio
▼ 51.82%
2
Sell
Feb 14, 2025
Metlife
0.82%
▲ 1.15%
1
Buy
Feb 14, 2025
International Business Machines
1.22%
▼ 3.90%
1
Buy
Feb 14, 2025
RTX
1.99%
▲ 6.99%
1
Buy
Feb 13, 2025
Progressive
2.01%
▲ 6.44%
1
Buy
Feb 13, 2025
Cisco Systems
1.19%
▼ 0.59%
1
Buy
Feb 05, 2025
Boyd Gaming
▲ 24.80%
3
Close
Feb 04, 2025
Caesars Entertainment
▲ 3.59%
3
Sell
Feb 04, 2025
Visa
1.69%
▼ 0.15%
4
Buy
Feb 04, 2025
Microsoft
▲ 22.85%
3
Sell
Feb 04, 2025