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Joint Tenant - New Portfolio

PerformancePortfolio Details

Safe Harbor Stocks

Joint Tenant
Individual Investor
Ranked #511,184 out of 783,845 TipRanks' Investors
Success Rate
52%
62 out of 120
profitable transactions
Average Return
-0.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.00%
6-Month Return-
12-Month Return-
YTD Return▲ 10.27%
Total Return▲ 19.59%

Best Trade

AssetADF Group I... (DRX)
Opened at
Closed at-
Gain▲ 32.40%

Bio

Anchored in Safety. Built for Growth.

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%
▲ 5.40%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.00%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.42%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.39%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 10.27%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 5.40%
▲ 9.99%▼ 0.89%▲ 2.00%
▲ 26.04%▲ 5.96%▲ 4.42%
▲ 5.93%▼ 2.41%▼ 3.39%
▲ 4.46%▲ 2.69%▲ 10.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EVVTY
Evolution Gaming Group AB
15.17%
▼ 12.31%
14
Buy
Dec 23, 2024
CMCSA
Comcast
2.6%
▼ 14.85%
4
Buy
Dec 19, 2024
NVGS
Navigator Holdings
1.74%
▲ 5.06%
11
Buy
Dec 17, 2024
ELV
Elevance Health
3.56%
▼ 12.07%
1
Buy
Dec 13, 2024
IMXI
International Money Express
2.27%
▼ 4.18%
2
Buy
Dec 12, 2024
VZ
Verizon
―
▲ 2.43%
3
Close
Dec 12, 2024
EEFT
Euronet Worldwide
4.43%
▼ 3.16%
5
Buy
Dec 12, 2024
XP
XP
―
▲ 2.04%
2
Sell
Dec 12, 2024
VAL
Valaris
3.59%
▼ 1.28%
6
Buy
Nov 29, 2024
DRX
ADF Group Inc. SV
0.99%
▲ 12.52%
5
Buy
Nov 27, 2024
BABA
Alibaba
7.41%
▲ 11.91%
3
Buy
Nov 22, 2024
TFX
Teleflex
4.86%
▼ 7.82%
6
Buy
Nov 21, 2024
AMPH
Amphastar Pharmaceuticals
0.21%
▼ 21.92%
2
Buy
Nov 18, 2024
KBDC
Kayne Anderson BDC, Inc.
3.42%
▲ 6.13%
5
Buy
Nov 18, 2024
SJM
JM Smucker
1.28%
▼ 6.48%
3
Buy
Nov 14, 2024
OXY
Occidental Petroleum
6.99%
▼ 7.76%
2
Buy
Nov 14, 2024
SSNC
SS&C Technologies Holdings
0.24%
▲ 8.86%
1
Buy
Nov 13, 2024
TDW
Tidewater
2.48%
▼ 5.15%
1
Buy
Nov 12, 2024
ENS
EnerSys
3.2%
▼ 1.48%
3
Buy
Nov 12, 2024
SIRI
Sirius XM Holdings
5.04%
▼ 4.88%
14
Buy
Nov 12, 2024