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*****429 - New Portfolio

Buckles

*****429
Individual Investor
Ranked #133,911 out of 781,348 TipRanks' Investors
Success Rate
67%
4 out of 6
profitable transactions
Average Return
131.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.04%
6-Month Return-
12-Month Return-
YTD Return▼ 2.56%
Total Return▲ 5.13%

Best Trade

Opened at
Closed at-
Gain▲ 383.23%

Bio

longer term brokerage account. blue chip

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.66%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.24%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.22%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.02%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.99%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.14%
Dec 2024
▲ 6.90%
▲ 1.96%
▼ 2.56%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 0.66%
▼ 13.14%▲ 2.34%▲ 6.24%
▲ 2.93%▲ 2.10%▲ 1.22%
▲ 10.00%▼ 0.89%▼ 4.02%
▲ 26.04%▲ 5.96%▲ 3.99%
▲ 5.93%▼ 2.41%▼ 0.14%
▲ 6.90%▲ 1.96%▼ 2.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
21.16%
▲ 69.78%
2
Buy
Oct 01, 2024
Apple
28.2%
▲ 190.54%
2
Buy
Sep 27, 2024
Berkshire Hathaway B
17.56%
▲ 221.04%
1
Buy
Jul 27, 2024
Cisco Systems
30.55%
▲ 45.17%
1
Buy
Jul 27, 2024