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Joint Tenant - New Portfolio

PerformancePortfolio Details

Safe Harbor Stocks

Joint Tenant
Individual Investor
Ranked #439,615 out of 775,923 TipRanks' Investors
Success Rate
40%
47 out of 118
profitable transactions
Average Return
-0.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.95%
6-Month Return-
12-Month Return-
YTD Return▲ 6.65%
Total Return▲ 6.65%

Best Trade

AssetADF Group I... (DRX)
Opened at
Closed at-
Gain▲ 68.43%

Bio

Anchored in Safety. Built for Growth.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
―
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.39%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.07%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.42%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.05%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%―
▼ 4.22%▲ 2.34%―
▲ 7.82%▲ 2.10%▲ 5.39%
▲ 5.38%▼ 0.89%▲ 2.07%
▲ 43.22%▲ 5.96%▲ 4.42%
▲ 3.34%▼ 1.56%▼ 5.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EVVTY
Evolution Gaming Group AB
13.95%
▼ 7.90%
13
Buy
Dec 20, 2024
CMCSA
Comcast
3.09%
▼ 3.31%
4
Buy
Dec 19, 2024
NVGS
Navigator Holdings
1.64%
▼ 5.56%
11
Buy
Dec 17, 2024
ELV
Elevance Health
3.44%
▼ 18.68%
1
Buy
Dec 13, 2024
IMXI
International Money Express
2.59%
▲ 4.79%
2
Buy
Dec 12, 2024
VZ
Verizon
―
▲ 2.43%
3
Sell
Dec 12, 2024
EEFT
Euronet Worldwide
4.88%
▲ 1.92%
5
Buy
Dec 12, 2024
XP
XP
―
▲ 2.04%
2
Sell
Dec 12, 2024
VAL
Valaris
3.23%
▼ 15.12%
6
Buy
Nov 29, 2024
DRX
ADF Group Inc. SV
1.34%
▲ 43.15%
5
Buy
Nov 27, 2024
BABA
Alibaba
6.45%
▼ 6.84%
3
Buy
Nov 22, 2024
TFX
Teleflex
5.03%
▼ 8.89%
6
Buy
Nov 21, 2024
AMPH
Amphastar Pharmaceuticals
0.25%
▼ 12.36%
2
Buy
Nov 18, 2024
KBDC
Kayne Anderson BDC, Inc.
3.44%
▲ 2.02%
5
Buy
Nov 18, 2024
SJM
JM Smucker
1.38%
▼ 3.85%
3
Buy
Nov 14, 2024
OXY
Occidental Petroleum
7.39%
▼ 6.81%
2
Buy
Nov 14, 2024
SSNC
SS&C Technologies Holdings
0.24%
▲ 1.96%
1
Buy
Nov 13, 2024
TDW
Tidewater
2.31%
▼ 15.66%
1
Buy
Nov 12, 2024
ENS
EnerSys
3.19%
▼ 6.16%
3
Buy
Nov 12, 2024
SIRI
Sirius XM Holdings
5.07%
▼ 8.56%
14
Buy
Nov 12, 2024