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New Portfolio - New Portfolio

PerformancePortfolio Details

JWade

New Portfolio
Individual Investor
Ranked #162,285 out of 775,923 TipRanks' Investors
Success Rate
56%
113 out of 203
profitable transactions
Average Return
18.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.97%
6-Month Return▲ 14.80%
12-Month Return▲ 33.83%
YTD Return▲ 33.51%
Total Return▲ 83.71%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 595.37%

Bio

This is my investment portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.95%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.56%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.39%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.23%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.52%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.95%
▼ 2.25%▲ 3.53%▲ 3.56%
▲ 25.71%▲ 1.21%▲ 5.39%
▼ 4.22%▲ 2.34%▲ 4.35%
▲ 7.82%▲ 2.10%▲ 0.85%
▲ 5.38%▼ 0.89%▲ 1.23%
▲ 43.22%▲ 5.96%▲ 6.08%
▲ 3.34%▼ 1.56%▼ 3.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ADP
Automatic Data Processing
1.32%
▲ 55.43%
14
Sell
Aug 06, 2024
MO
Altria Group
4.1%
▲ 21.85%
13
Buy
Aug 06, 2024
AAPL
Apple
40.77%
▲ 58.42%
11
Buy
Aug 06, 2024
NVDA
Nvidia
12.36%
▲ 349.09%
6
Buy
Aug 06, 2024
PSX
Phillips 66
2.96%
▲ 18.82%
3
Buy
Aug 06, 2024
COP
Conocophillips
2.13%
▼ 6.07%
4
Buy
Aug 06, 2024
MSFT
Microsoft
10.75%
▲ 18.37%
7
Buy
Aug 06, 2024
TSLA
Tesla
24.49%
▲ 38.38%
6
Sell
Aug 06, 2024
MMP
Magellan Midstream
―
▲ 76.82%
9
Close
Sep 25, 2023
OKE
Oneok
0.9%
▲ 30.13%
4
Open
Sep 25, 2023
DVN
Devon Energy
―
▼ 5.04%
3
Close
Dec 07, 2022
DIS
Walt Disney
―
▼ 12.93%
2
Close
Dec 07, 2022
RIO
Rio Tinto
―
▲ 2.08%
2
Close
May 21, 2022
GOOGL
Alphabet Class A
―
▼ 0.34%
7
Close
May 06, 2022
AAP
Advance Auto Parts
―
▼ 2.56%
2
Close
May 06, 2022
AMZN
Amazon
―
▼ 22.61%
2
Close
May 06, 2022
HSY
The Hershey Company
―
▼ 1.20%
2
Close
May 06, 2022
IBM
International Business Machines
―
▼ 1.56%
2
Close
May 06, 2022
PEP
PepsiCo
―
▼ 2.53%
2
Close
May 06, 2022
PM
Philip Morris
―
▼ 5.83%
2
Close
May 06, 2022