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****0799 - New Portfolio

Safe Harbor

****0799
Individual Investor
Ranked #494,500 out of 746,803 TipRanks' Investors
Success Rate
64%
14 out of 22
profitable transactions
Average Return
-1.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.79%
6-Month Return-
12-Month Return-
YTD Return▲ 1.44%
Total Return▲ 1.44%

Best Trade

Opened at
Closed at-
Gain▲ 10.93%

Bio

Performance

28.20%0-28.20%
▲ 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%
▲ 7.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.29%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 2.68%
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%▲ 7.72%
▼ 2.25%▲ 3.53%▼ 8.29%
▲ 28.20%▲ 3.18%▲ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
International Money Express
0.24%
▲ 5.19%
2
Buy
Jul 13, 2024
American Coastal Insurance
0.64%
▲ 2.22%
3
Buy
Jul 13, 2024
Academy Sports and Outdoors
0.8%
▲ 4.93%
5
Buy
Jul 13, 2024
JM Smucker
1.4%
▲ 9.25%
2
Buy
Jul 13, 2024
PayPal Holdings
1.41%
▼ 0.05%
2
Buy
Jul 13, 2024
Solventum Corporation
2.19%
▼ 16.85%
6
Buy
Jul 13, 2024
Net Lease Office Properties
0.31%
▲ 10.93%
1
Buy
Jul 10, 2024
Global Payments
0.6%
▲ 2.70%
1
Buy
May 29, 2024