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Individual - New Portfolio
Buckles
IndividualIndividual Investor
Ranked #243,678 out of 781,107 TipRanks' Investors
Success Rate
29 out of 45
profitable transactions
profitable transactions
Average Return
5.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.55%
6-Month Return-
12-Month Return-
YTD Return▲ 4.52%
Total Return▲ 3.60%
Best Trade
Bio
Recently switched from BofA/ME so these stats might be a bit whacky. Long-term investment horizon -- focused on value and some high-growth blue chips. Mostly tech, industrials and financials
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
―
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.09%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.95%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 4.52%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 10.00%▼ 0.89%―
▲ 26.04%▲ 5.96%▲ 1.09%
▲ 5.93%▼ 2.41%▼ 1.95%
▲ 6.90%▲ 1.96%▲ 4.52%
Recent Activity
TSMC
4.49%
▲ 21.22%
4
Buy
Jan 14, 2025
Procter & Gamble
―
▼ 0.95%
2
Close
Jan 01, 2025
Kroger Company
3.02%
▼ 4.69%
1
Buy
Jan 01, 2025
Alphabet Class C
14.71%
▲ 7.12%
3
Buy
Dec 31, 2024
Visa
13.26%
▲ 5.19%
2
Buy
Dec 31, 2024
Meta Platforms
12.63%
▲ 6.74%
3
Buy
Dec 31, 2024
Alibaba
5.25%
▼ 1.61%
2
Buy
Dec 31, 2024
AstraZeneca
2.09%
▲ 1.35%
1
Buy
Dec 30, 2024
Micron
3.36%
▲ 23.15%
1
Buy
Dec 30, 2024
Nike
―
▲ 1.14%
4
Close
Dec 29, 2024
VanEck Investment Grade Floating Rate ETF
―
▼ 2.63%
5
Sell
Dec 29, 2024
Eaton
―
▼ 8.00%
2
Close
Dec 29, 2024
Palantir Technologies
―
▲ 4.56%
2
Close
Dec 29, 2024
Boston Scientific
5.17%
▲ 8.60%
1
Buy
Dec 27, 2024
Verizon
―
0.00%
2
Close
Dec 21, 2024
iShares Commodity Curve Carry Strategy ETF
―
▲ 2.51%
2
Close
Dec 17, 2024
Halliburton
―
▼ 12.25%
2
Close
Dec 17, 2024
Microsoft
8.81%
▲ 2.10%
3
Buy
Dec 14, 2024
Merck & Company
―
▼ 14.36%
2
Sell
Dec 13, 2024
Molson Coors
―
▲ 12.19%
2
Close
Dec 13, 2024