Core Portfolio - New Portfolio

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #222,305 out of 764,830 TipRanks' Investors
Success Rate
59%
39 out of 66
profitable transactions
Average Return
6.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.99%
6-Month Return▲ 3.15%
12-Month Return▲ 16.92%
YTD Return▲ 7.10%
Total Return▲ 3.62%

Best Trade

Opened at
Closed at-
Gain▲ 91.48%

Bio

Private (amateur) investor, investing spare cash and excess income on a monthly basis. Portfolio showing investments from August 2020 at contemporaneous prices with approximately 1-2 trades per month. Broadly following a buy-and-hold strategy

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.53%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.05%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.01%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.88%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.07%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.90%
▲ 11.46%▲ 5.06%▲ 1.53%
▼ 2.25%▲ 3.53%▼ 1.05%
▲ 25.72%▲ 1.21%▼ 0.01%
▼ 4.21%▲ 2.34%▲ 2.47%
▲ 7.82%▲ 2.10%▲ 0.84%
▲ 6.02%▼ 0.89%▼ 0.88%
▼ 2.13%▲ 0.42%▲ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
0%
▼ 27.38%
3
Sell
Sep 10, 2024
Suncor Energy
2%
▲ 0.06%
1
Open
Aug 01, 2024
Johnson & Johnson
2%
▼ 0.82%
1
Open
Aug 01, 2024
America Movil
0%
▼ 6.89%
2
Sell
Jul 31, 2024
Sibanye Stillwater
0%
▼ 73.64%
3
Sell
Jul 01, 2024
Sk Telecom
0%
▼ 28.77%
2
Sell
Jul 01, 2024
Citigroup
1.91%
▲ 0.12%
1
Open
Jul 01, 2024
Caterpillar
0%
▲ 15.30%
1
Open
Jul 01, 2024
Bank of America
0%
▲ 3.97%
1
Open
Jul 01, 2024
Banco Bradesco SA
0%
▲ 11.78%
1
Open
Jul 01, 2024
Altria Group
5.13%
▲ 34.22%
2
Buy
May 03, 2024
Chevron
3.15%
▼ 3.14%
2
Buy
Apr 02, 2024
Pfizer
2.08%
▼ 17.64%
2
Buy
Mar 01, 2024
Costco
2.81%
▲ 39.57%
2
Buy
Mar 01, 2024
CVS Health
3.23%
▼ 28.65%
4
Buy
Feb 01, 2024
Stellantis
2.46%
▼ 26.15%
3
Buy
Jan 03, 2024
Salesforce
3.29%
▲ 13.80%
2
Buy
Jan 03, 2024
Amazon
6.62%
▲ 22.71%
2
Buy
Jan 03, 2024
Enbridge
4.54%
▲ 21.83%
3
Buy
Nov 20, 2023
CrowdStrike Holdings
6.32%
▲ 59.42%
2
Buy
Aug 01, 2023