tiprankstipranks

New Portfolio - New Portfolio

JWade

New Portfolio
Individual Investor
Ranked #128,227 out of 743,899 TipRanks' Investors
Success Rate
57%
112 out of 197
profitable transactions
Average Return
14.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.95%
6-Month Return▲ 18.95%
12-Month Return▲ 27.50%
YTD Return▲ 18.19%
Total Return▲ 62.63%

Best Trade

Opened at
Closed at-
Gain▲ 533.17%

Bio

This is my investment portfolio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 2.39%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.38%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.95%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.56%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 1.71%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.39%
▼ 1.87%▲ 1.59%▲ 0.95%
▲ 14.08%▲ 5.22%▲ 3.38%
▲ 5.05%▲ 3.27%▲ 3.14%
▼ 12.40%▼ 4.03%▼ 1.61%
▲ 11.46%▲ 5.06%▲ 5.95%
▼ 2.25%▲ 3.53%▲ 3.56%
▲ 0.26%▲ 0.21%▲ 1.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
34.23%
▲ 40.20%
10
Buy
Feb 25, 2024
Automatic Data Processing
2.06%
▲ 23.82%
13
Buy
Jan 16, 2024
Altria Group
4.37%
▲ 8.09%
12
Buy
Jan 16, 2024
Nvidia
15.61%
▲ 381.74%
5
Buy
Jan 16, 2024
Conocophillips
3.15%
▲ 12.19%
3
Buy
Jan 16, 2024
Microsoft
14%
▲ 23.95%
6
Buy
Jan 16, 2024
Tesla
20.05%
▼ 4.29%
5
Buy
Jan 16, 2024
Magellan Midstream
▲ 76.82%
9
Close
Sep 25, 2023
Oneok
1.04%
▲ 14.47%
4
Open
Sep 25, 2023
Devon Energy
▼ 5.04%
3
Close
Dec 07, 2022
Walt Disney
▼ 12.93%
2
Close
Dec 07, 2022
Rio Tinto
▲ 6.71%
2
Close
May 21, 2022
Phillips 66
5.16%
▲ 70.22%
2
Buy
May 21, 2022
Alphabet Class A
▼ 0.34%
7
Close
May 06, 2022
Advance Auto Parts
▼ 2.56%
2
Close
May 06, 2022
Amazon
▼ 22.61%
2
Close
May 06, 2022
The Hershey Company
▼ 1.20%
2
Close
May 06, 2022
International Business Machines
▼ 1.56%
2
Close
May 06, 2022
PepsiCo
▼ 2.53%
2
Close
May 06, 2022
Philip Morris
▼ 5.83%
2
Close
May 06, 2022