My Portfolio - New Portfolio

Grant

My Portfolio
Individual Investor
Ranked #100,855 out of 748,866 TipRanks' Investors
Success Rate
76%
32 out of 42
profitable transactions
Average Return
4.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.14%
6-Month Return-
12-Month Return-
YTD Return▲ 8.14%
Total Return▲ 8.14%

Best Trade

Opened at
Closed at-
Gain▲ 16.93%

Bio

A mix of profitable growth & value stocks

Performance

24.15%0-24.15%
▲ 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%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 24.15%
▲ 0.04%
▲ 8.14%
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%
▼ 2.25%▲ 3.53%
▲ 24.15%▲ 0.04%▲ 8.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
▲ 5.75%
4
Close
Jul 26, 2024
Verisign
7.5%
0.00%
1
Open
Jul 26, 2024
Starbucks
▲ 0.51%
2
Close
Jul 25, 2024
VICI Properties
▲ 0.69%
2
Close
Jul 25, 2024
Lululemon Athletica
10.07%
▼ 4.62%
3
Buy
Jul 25, 2024
Ulta Beauty
9.86%
▲ 1.70%
1
Open
Jul 25, 2024
Vale SA
7.14%
▲ 1.10%
5
Buy
Jul 24, 2024
Cisco Systems
▲ 1.06%
2
Close
Jul 24, 2024
DLocal
7.08%
▲ 4.70%
1
Open
Jul 24, 2024
Black Stone Minerals
8.18%
▼ 1.55%
4
Buy
Jul 23, 2024
Molina Healthcare
10.42%
▲ 14.67%
7
Buy
Jul 23, 2024
Alphabet Class A
▼ 0.72%
2
Close
Jul 22, 2024
Nike
▲ 1.95%
2
Close
Jul 19, 2024
Paycom
8.59%
▲ 16.36%
4
Sell
Jul 13, 2024
PDD Holdings
▲ 1.85%
3
Close
Jul 13, 2024
McDonald's
7.74%
▲ 0.97%
4
Buy
Jul 10, 2024
Qualys
▼ 1.01%
3
Close
Jul 10, 2024
MSCI
7.4%
▲ 10.18%
2
Buy
Jul 10, 2024
Old Dominion Freight
9.23%
▲ 13.56%
1
Open
Jun 29, 2024