New Portfolio - New Portfolio

JWade

New Portfolio
Individual Investor
Ranked #120,458 out of 765,504 TipRanks' Investors
Success Rate
60%
121 out of 203
profitable transactions
Average Return
18.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.40%
6-Month Return▲ 23.57%
12-Month Return▲ 44.19%
YTD Return▲ 34.30%
Total Return▲ 84.80%

Best Trade

Opened at
Closed at-
Gain▲ 651.61%

Bio

This is my investment portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.95%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.56%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.39%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.23%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 2.95%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.61%
▲ 11.46%▲ 5.06%▲ 5.95%
▼ 2.25%▲ 3.53%▲ 3.56%
▲ 25.72%▲ 1.21%▲ 5.39%
▼ 4.21%▲ 2.34%▲ 4.35%
▲ 7.82%▲ 2.10%▲ 0.85%
▲ 6.02%▼ 0.89%▲ 1.23%
▲ 12.58%▲ 1.42%▲ 2.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
1.51%
▲ 60.50%
14
Sell
Aug 06, 2024
Altria Group
4.51%
▲ 22.64%
13
Buy
Aug 06, 2024
Apple
40.34%
▲ 38.49%
11
Buy
Aug 06, 2024
Nvidia
15.11%
▲ 385.43%
6
Buy
Aug 06, 2024
Phillips 66
3.76%
▲ 36.49%
3
Buy
Aug 06, 2024
Conocophillips
2.78%
▲ 11.43%
4
Buy
Aug 06, 2024
Microsoft
11.59%
▲ 15.26%
7
Buy
Aug 06, 2024
Tesla
19.1%
▲ 8.59%
6
Sell
Aug 06, 2024
Magellan Midstream
▲ 76.82%
9
Close
Sep 25, 2023
Oneok
1.03%
▲ 31.83%
4
Open
Sep 25, 2023
Devon Energy
▼ 5.05%
3
Close
Dec 07, 2022
Walt Disney
▼ 12.93%
2
Close
Dec 07, 2022
Rio Tinto
▲ 7.70%
2
Close
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