6/21/2024 - New Portfolio

George

6/21/2024
Individual Investor
Ranked #351,955 out of 764,630 TipRanks' Investors
Success Rate
50%
6 out of 12
profitable transactions
Average Return
9.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.01%
6-Month Return-
12-Month Return-
YTD Return▲ 11.06%
Total Return▲ 11.06%

Best Trade

Opened at
Closed at-
Gain▲ 39.33%

Bio

Energy, Large Cap, Dividends, Greater Than 20% Projected, Smart Score 10

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.98%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.70%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.21%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 3.67%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 2.98%
▲ 25.72%▲ 1.21%▲ 2.70%
▼ 4.21%▲ 2.34%▼ 1.12%
▲ 7.82%▲ 2.10%▲ 4.21%
▲ 6.02%▼ 0.89%▲ 3.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
0%
▼ 2.59%
2
Sell
Oct 31, 2024
Delta Air Lines
0%
▲ 23.88%
2
Sell
Oct 30, 2024
DigitalBridge Group
0%
▼ 2.05%
2
Sell
Oct 29, 2024
Marvell
0%
▲ 21.47%
2
Sell
Oct 29, 2024
Blue Owl Capital
0%
▲ 23.77%
2
Sell
Oct 09, 2024
Golar LNG
0%
▲ 25.37%
2
Sell
Sep 25, 2024
Vistra Energy
0%
▲ 39.33%
2
Sell
Sep 25, 2024
Matador Resources
18.23%
▼ 13.13%
1
Open
Jun 28, 2024
Atlas Energy Solutions
20.94%
▼ 0.26%
1
Open
Jun 21, 2024
Energy Transfer
21.96%
▲ 4.52%
1
Open
Jun 21, 2024
LKQ
18.7%
▼ 10.74%
1
Open
Jun 21, 2024
Northern Oil And Gas
20.18%
▼ 0.31%
1
Open
Jun 21, 2024