****9210 - New Portfolio

Freedom

****9210
Individual Investor
Ranked #127,850 out of 756,513 TipRanks' Investors
Success Rate
61%
84 out of 138
profitable transactions
Average Return
9.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 5.51%
12-Month Return▲ 17.12%
YTD Return▲ 7.20%
Total Return▲ 16.20%

Best Trade

Opened at
Closed at-
Gain▲ 287.44%

Bio

On a wing and a prayer!

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.86%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.80%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.64%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.10%
Aug 2024
▼ 0.96%
▼ 0.30%
▲ 0.23%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.12%
▲ 5.05%▲ 3.27%▲ 1.86%
▼ 12.40%▼ 4.03%▼ 5.03%
▲ 11.46%▲ 5.06%▲ 5.03%
▼ 2.25%▲ 3.53%▲ 0.80%
▲ 25.76%▲ 1.21%▲ 2.64%
▼ 4.21%▲ 2.34%▲ 0.10%
▼ 0.96%▼ 0.30%▲ 0.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
3.84%
▲ 15.99%
5
Sell
Oct 26, 2023
Warrior Met Coal
5.43%
▲ 65.08%
2
Sell
Oct 26, 2023
CONSOL Energy
3.31%
▲ 38.02%
5
Sell
Oct 26, 2023
Broadcom
13.68%
▲ 106.20%
5
Sell
Oct 26, 2023
Helios Technologies
▼ 16.98%
2
Close
Oct 20, 2023
The Hershey Company
▼ 10.77%
2
Close
Oct 20, 2023
Novartis
0.06%
▲ 16.93%
1
Buy
Oct 12, 2023
Chipotle
0.27%
▲ 51.10%
1
Buy
Oct 05, 2023
Starbucks
0.06%
▲ 8.76%
1
Buy
Sep 28, 2023
SPDR S&P Retail ETF
0.14%
▲ 26.27%
2
Buy
Sep 22, 2023
Walt Disney
0.06%
▲ 12.41%
1
Buy
Sep 07, 2023
Home Depot
0.07%
▲ 14.51%
1
Buy
Aug 31, 2023
AMC Entertainment
0.11%
▲ 4.11%
5
Buy
Aug 30, 2023
Target
0.07%
▲ 23.47%
1
Buy
Aug 24, 2023
iShares U.S. Aerospace & Defense ETF
0.07%
▲ 26.42%
1
Buy
Aug 17, 2023
United Parcel
1.05%
▼ 30.73%
2
Buy
Aug 12, 2023
iShares Treasury Floating Rate Bond ETF
0.11%
▼ 0.20%
2
Buy
Aug 10, 2023
Walmart
0%
▲ 51.85%
1
Buy
Aug 03, 2023
Invesco Dynamic Leisure & Entertainment ETF
0.06%
▲ 7.63%
1
Buy
Jul 27, 2023
Mattel
0.05%
▼ 9.86%
1
Buy
Jul 20, 2023