Mandi - New Portfolio

A Maxey

Mandi
Individual Investor
Ranked #296,487 out of 753,381 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
3.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.93%
6-Month Return-
12-Month Return-
YTD Return▲ 4.13%
Total Return▲ 4.13%

Best Trade

Opened at
Closed at-
Gain▲ 10.81%

Bio

Performance

25.76%0-25.76%
▼ 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%
▼ 1.28%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.54%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 2.86%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 1.28%
▲ 25.76%▲ 1.21%▲ 2.54%
▼ 2.89%▲ 2.06%▲ 2.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.99%
▲ 8.31%
1
Open
Jun 20, 2024
Berkshire Hathaway B
12.51%
▲ 10.81%
1
Open
Jun 20, 2024
Corning
11.96%
▲ 5.24%
1
Open
Jun 20, 2024
iShares U.S. Aerospace & Defense ETF
12.32%
▲ 8.00%
1
Open
Jun 20, 2024
Microsoft
10.54%
▼ 6.32%
1
Open
Jun 20, 2024
Nvidia
10.41%
▼ 1.08%
1
Open
Jun 20, 2024
Oracle
6.4%
▼ 2.33%
1
Open
Jun 20, 2024
Vanguard Dividend Appreciation ETF
12.02%
▲ 5.09%
1
Open
Jun 20, 2024
Vanguard High Dividend Yield Index ETF
11.86%
▲ 5.52%
1
Open
Jun 20, 2024