tiprankstipranks

New Portfolio Jun 2024 - New Portfolio

jim auger

New Portfolio Jun 2024
Individual Investor
Ranked #225,004 out of 747,525 TipRanks' Investors
Success Rate
86%
6 out of 7
profitable transactions
Average Return
5.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.15%
6-Month Return-
12-Month Return-
YTD Return▲ 5.45%
Total Return▲ 5.45%

Best Trade

Opened at
Closed at-
Gain▲ 12.15%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.24%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.14%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 3.24%
▲ 25.65%▲ 0.88%▲ 2.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
32.59%
▲ 0.75%
2
Buy
Jun 25, 2024
Ares Capital
12.86%
▼ 1.77%
1
Open
Jun 02, 2024
EOG Resources
11.58%
▲ 8.79%
1
Open
Jun 02, 2024
Energy Transfer
14.73%
▲ 6.89%
1
Open
Jun 02, 2024
Hess Midstream Partners
13.55%
▲ 12.15%
1
Open
Jun 02, 2024
AT&T
14.68%
▲ 7.75%
1
Open
Jun 02, 2024