Mandi - New Portfolio

A Maxey

Mandi
Individual Investor
Ranked #208,394 out of 765,504 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
12.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.64%
6-Month Return-
12-Month Return-
YTD Return▲ 13.18%
Total Return▲ 13.18%

Best Trade

Opened at
Closed at-
Gain▲ 27.47%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.28%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.54%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.05%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 4.09%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 1.28%
▲ 25.72%▲ 1.21%▲ 2.54%
▼ 4.21%▲ 2.34%▲ 3.40%
▲ 7.82%▲ 2.10%▲ 4.05%
▲ 6.02%▼ 0.89%▼ 0.15%
▲ 4.77%▲ 3.94%▲ 4.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.19%
▲ 6.34%
1
Open
Jun 20, 2024
Berkshire Hathaway B
11.81%
▲ 14.60%
1
Open
Jun 20, 2024
Corning
12.79%
▲ 21.87%
1
Open
Jun 20, 2024
iShares U.S. Aerospace & Defense ETF
11.89%
▲ 12.91%
1
Open
Jun 20, 2024
Microsoft
10.01%
▼ 5.56%
1
Open
Jun 20, 2024
Nvidia
11.14%
▲ 11.35%
1
Open
Jun 20, 2024
Oracle
7.97%
▲ 27.47%
1
Open
Jun 20, 2024
Vanguard Dividend Appreciation ETF
11.65%
▲ 9.78%
1
Open
Jun 20, 2024
Vanguard High Dividend Yield Index ETF
11.55%
▲ 11.79%
1
Open
Jun 20, 2024