tiprankstipranks

New Portfolio - New Portfolio

debbi berger

New Portfolio
Individual Investor
Ranked #43,811 out of 747,285 TipRanks' Investors
Success Rate
61%
237 out of 389
profitable transactions
Average Return
36.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.63%
6-Month Return▲ 11.97%
12-Month Return▲ 12.35%
YTD Return▲ 10.84%
Total Return▲ 77.47%

Best Trade

Opened at
Closed at-
Gain▲ 1098.44%

Bio

This is my investment portfolio plus wishlist

Performance

17.48%0-17.48%
▲ 5.14%
▲ 4.57%
▲ 7.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.10%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.88%
Jun 2024
▲ 17.48%
▲ 1.55%
▲ 3.35%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.88%
▼ 1.87%▲ 1.59%▼ 0.17%
▲ 14.08%▲ 5.22%▲ 3.75%
▲ 5.05%▲ 3.27%▲ 4.58%
▼ 12.40%▼ 4.03%▼ 4.10%
▲ 11.46%▲ 5.06%▲ 2.34%
▼ 2.25%▲ 3.53%▲ 0.88%
▲ 17.48%▲ 1.55%▲ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Daseke
▲ 2.09%
2
Close
Apr 01, 2024
Seagen
▲ 30.31%
3
Close
Dec 12, 2023
Activision Blizzard
▲ 17.38%
5
Close
Oct 12, 2023
WK Kellogg Co
0.01%
▲ 28.23%
1
Open
Oct 02, 2023
Union Pacific
0%
▲ 4.38%
4
Open
Jul 14, 2023
iShares U.S. Medical Devices ETF
0%
▼ 0.49%
1
Open
Jul 11, 2023
Invesco WilderHill Clean Energy ETF
0%
▼ 46.11%
1
Open
Jul 11, 2023
Denny's
▼ 5.49%
2
Close
Jul 06, 2023
Constellation Brands
0%
▲ 0.45%
3
Open
Jun 30, 2023
Marathon Petroleum
▲ 140.84%
2
Close
Jun 20, 2023
Oak Street Health
▼ 23.37%
3
Close
May 01, 2023
Enterprise Products Partners
▲ 27.64%
2
Close
Apr 05, 2023
ArcBest
▲ 9.73%
2
Close
Apr 02, 2023
GE Aerospace
▼ 1.96%
7
Close
Mar 16, 2023
Enbridge
▲ 33.51%
3
Close
Mar 12, 2023
CVS Health
▲ 31.13%
7
Close
Mar 12, 2023
ArcBest
0%
▲ 20.20%
1
Open
Feb 25, 2023
Boyd Gaming
0%
▲ 4.24%
3
Open
Feb 24, 2023
Vail Resorts
0%
▼ 17.72%
3
Open
Feb 24, 2023
Yum! Brands
0%
▲ 3.62%
1
Open
Feb 24, 2023