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Core Portfolio - New Portfolio

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #166,734 out of 788,370 TipRanks' Investors
Success Rate
64%
42 out of 66
profitable transactions
Average Return
13.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.14%
6-Month Return▲ 6.49%
12-Month Return▲ 7.70%
YTD Return▲ 7.01%
Total Return▲ 8.22%

Best Trade

Opened at
Closed at-
Gain▲ 145.05%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 0.01%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.49%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.40%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.76%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.29%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.63%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 0.01%
▼ 13.14%▲ 2.34%▲ 2.48%
▲ 2.93%▲ 2.10%▲ 0.84%
▲ 9.99%▼ 0.89%▼ 1.49%
▲ 26.03%▲ 5.96%▲ 4.40%
▲ 5.97%▼ 2.41%▼ 5.76%
▲ 5.25%▲ 2.69%▲ 5.29%
▼ 9.08%▲ 1.42%▲ 1.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
0%
▼ 30.01%
3
Sell
Sep 10, 2024
Suncor Energy
1.94%
▲ 4.60%
1
Open
Aug 01, 2024
Johnson & Johnson
1.93%
▲ 3.36%
1
Open
Aug 01, 2024
America Movil
0%
▼ 13.40%
2
Sell
Jul 31, 2024
Sibanye Stillwater
0%
▼ 79.58%
3
Sell
Jul 01, 2024
Sk Telecom
0%
▼ 29.18%
2
Sell
Jul 01, 2024
Citigroup
2.25%
▲ 27.90%
1
Open
Jul 01, 2024
Caterpillar
0%
▲ 4.12%
1
Open
Jul 01, 2024
Bank of America
0%
▲ 13.36%
1
Open
Jul 01, 2024
Banco Bradesco SA
0%
▼ 1.37%
1
Open
Jul 01, 2024
Altria Group
4.91%
▲ 39.80%
2
Buy
May 03, 2024
Chevron
3.03%
▲ 0.83%
2
Buy
Apr 02, 2024
Pfizer
1.84%
▼ 19.45%
2
Buy
Mar 01, 2024
Costco
3.07%
▲ 63.21%
2
Buy
Mar 01, 2024
CVS Health
3.49%
▼ 16.06%
4
Buy
Feb 01, 2024
Stellantis
2.34%
▼ 24.81%
3
Buy
Jan 03, 2024
Salesforce
3.22%
▲ 18.44%
2
Buy
Jan 03, 2024
Amazon
6.76%
▲ 35.75%
2
Buy
Jan 03, 2024
Enbridge
4.34%
▲ 28.45%
3
Buy
Nov 20, 2023
CrowdStrike Holdings
7.85%
▲ 116.92%
2
Buy
Aug 01, 2023