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****9210 - New Portfolio

Freedom

****9210
Individual Investor
Ranked #169,749 out of 791,381 TipRanks' Investors
Success Rate
58%
80 out of 138
profitable transactions
Average Return
8.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.01%
6-Month Return▲ 0.93%
12-Month Return▲ 4.28%
YTD Return▼ 4.18%
Total Return▲ 16.18%

Best Trade

Opened at
Closed at-
Gain▲ 253.81%

Bio

On a wing and a prayer!

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.10%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.38%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.28%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.05%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 3.35%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 0.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 4.42%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.10%
▲ 2.93%▲ 2.10%▲ 3.38%
▲ 10.00%▼ 0.89%▼ 1.28%
▲ 26.01%▲ 5.96%▲ 6.05%
▲ 5.75%▼ 2.41%▼ 3.35%
▲ 5.32%▲ 2.69%▲ 0.64%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 2.15%▼ 5.65%▼ 4.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
3.77%
▲ 15.38%
5
Sell
Oct 26, 2023
Warrior Met Coal
4.87%
▲ 46.39%
2
Sell
Oct 26, 2023
Core Natural Resources
2.61%
▲ 23.06%
5
Sell
Oct 26, 2023
Broadcom
15.89%
▲ 128.73%
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%
▲ 12.58%
1
Buy
Oct 12, 2023
Chipotle
0.23%
▲ 34.57%
1
Buy
Oct 05, 2023
Starbucks
0.06%
▲ 9.88%
1
Buy
Sep 28, 2023
SPDR S&P Retail ETF
0.13%
▲ 15.40%
2
Buy
Sep 22, 2023
Walt Disney
0.07%
▲ 21.54%
1
Buy
Sep 07, 2023
Home Depot
0.07%
▲ 10.95%
1
Buy
Aug 31, 2023
AMC Entertainment
0.07%
▼ 37.66%
5
Buy
Aug 30, 2023
Target
0.05%
▼ 8.02%
1
Buy
Aug 24, 2023
iShares U.S. Aerospace & Defense ETF
0.07%
▲ 28.97%
1
Buy
Aug 17, 2023
United Parcel
0.95%
▼ 36.66%
2
Buy
Aug 12, 2023
iShares Treasury Floating Rate Bond ETF
0.11%
▼ 0.12%
2
Buy
Aug 10, 2023
Walmart
0%
▲ 64.73%
1
Buy
Aug 03, 2023
Invesco Dynamic Leisure & Entertainment ETF
0.06%
▲ 12.34%
1
Buy
Jul 27, 2023
Mattel
0.05%
▼ 2.04%
1
Buy
Jul 20, 2023