tiprankstipranks

INDIVIDUAL - New Portfolio

Bill loomis

INDIVIDUAL
Individual Investor
Ranked #542,776 out of 747,285 TipRanks' Investors
Success Rate
51%
21 out of 41
profitable transactions
Average Return
-10.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.73%
6-Month Return▲ 16.29%
12-Month Return▲ 27.65%
YTD Return▲ 17.13%
Total Return▼ 5.83%

Best Trade

Opened at
Closed at
Gain▲ 42.10%

Bio

Lets rock

Performance

19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 9.52%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.44%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.58%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.17%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.72%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.05%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 1.86%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.52%
▼ 1.87%▲ 1.59%▼ 0.44%
▲ 14.08%▲ 5.22%▲ 3.58%
▲ 5.05%▲ 3.27%▲ 4.17%
▼ 12.40%▼ 4.03%▼ 2.72%
▲ 11.46%▲ 5.06%▲ 8.89%
▼ 2.25%▲ 3.53%▲ 1.05%
▲ 19.38%▲ 2.34%▲ 1.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American National Bankshares
▲ 30.91%
5
Close
Mar 28, 2024
Atlantic Union Bankshares
19.73%
▲ 10.90%
1
Buy
Mar 28, 2024
GlaxoSmithKline
10.73%
▼ 14.79%
5
Buy
Jul 29, 2022
Orchid Island Capital
0.14%
▼ 57.09%
12
Buy
Jul 29, 2022
Haleon PLC Sponsored ADR
3.05%
▲ 37.29%
1
Buy
Jul 29, 2022
Altria Group
16.88%
▲ 9.89%
4
Buy
Jul 09, 2022
Seagate Tech
22.1%
▲ 24.02%
5
Buy
Jul 09, 2022
Global Ship Lease
14.99%
▲ 3.03%
5
Buy
Jun 04, 2022
AT&T
11.17%
▲ 2.83%
5
Buy
May 11, 2022
Warner Bros
1.15%
▼ 65.62%
1
Buy
Apr 13, 2022
Upbound Group
▼ 42.21%
2
Close
Mar 15, 2022
Pfizer
▼ 6.03%
1
Close
Jan 05, 2022