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Mandi - New Portfolio

A Maxey

Mandi
Individual Investor
Ranked #211,558 out of 769,291 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
13.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.74%
6-Month Return-
12-Month Return-
YTD Return▲ 14.44%
Total Return▲ 14.44%

Best Trade

Opened at
Closed at-
Gain▲ 35.34%

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
▼ 4.22%
▲ 2.34%
▲ 3.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.05%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.24%
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%
▼ 4.22%▲ 2.34%▲ 3.40%
▲ 7.82%▲ 2.10%▲ 4.05%
▲ 5.70%▼ 0.89%▼ 0.15%
▲ 23.63%▲ 3.84%▲ 5.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.21%
▲ 9.23%
1
Open
Jun 20, 2024
Berkshire Hathaway B
12.14%
▲ 15.38%
1
Open
Jun 20, 2024
Corning
12.76%
▲ 21.58%
1
Open
Jun 20, 2024
iShares U.S. Aerospace & Defense ETF
12.1%
▲ 14.23%
1
Open
Jun 20, 2024
Microsoft
9.65%
▼ 7.01%
1
Open
Jun 20, 2024
Nvidia
10.68%
▲ 12.16%
1
Open
Jun 20, 2024
Oracle
8.23%
▲ 35.34%
1
Open
Jun 20, 2024
Vanguard Dividend Appreciation ETF
11.6%
▲ 9.58%
1
Open
Jun 20, 2024
Vanguard High Dividend Yield Index ETF
11.63%
▲ 11.91%
1
Open
Jun 20, 2024