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Core Portfolio - New Portfolio

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #213,511 out of 744,489 TipRanks' Investors
Success Rate
58%
37 out of 64
profitable transactions
Average Return
7.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.51%
6-Month Return▲ 5.79%
12-Month Return▲ 17.52%
YTD Return▲ 5.44%
Total Return▲ 1.97%

Best Trade

Opened at
Closed at-
Gain▲ 134.80%

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

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.91%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.05%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.53%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.05%
Jun 2024
▲ 13.13%
▲ 1.91%
▲ 0.90%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.91%
▼ 1.87%▲ 1.59%▲ 0.53%
▲ 14.08%▲ 5.22%▲ 3.57%
▲ 5.05%▲ 3.27%▲ 5.05%
▼ 12.40%▼ 4.03%▼ 4.90%
▲ 11.46%▲ 5.06%▲ 1.53%
▼ 2.25%▲ 3.53%▼ 1.05%
▲ 13.13%▲ 1.91%▲ 0.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sibanye Stillwater
0%
▼ 71.49%
3
Sell
Jul 01, 2024
Sk Telecom
0%
▼ 34.79%
2
Sell
Jul 01, 2024
Citigroup
1.9%
▲ 0.95%
1
Open
Jul 01, 2024
Caterpillar
0%
▼ 0.22%
1
Open
Jul 01, 2024
Bank of America
0%
▲ 1.00%
1
Open
Jul 01, 2024
Banco Bradesco SA
0%
▲ 4.69%
1
Open
Jul 01, 2024
Devon Energy
3.31%
▼ 13.73%
2
Buy
May 31, 2024
Altria Group
4.32%
▲ 12.63%
2
Buy
May 03, 2024
Chevron
3.13%
▼ 4.00%
2
Buy
Apr 02, 2024
Pfizer
2.06%
▼ 17.93%
2
Buy
Mar 01, 2024
Costco
2.77%
▲ 39.12%
2
Buy
Mar 01, 2024
CVS Health
3.27%
▼ 27.71%
4
Buy
Feb 01, 2024
Stellantis
3.45%
▲ 5.51%
3
Buy
Jan 03, 2024
Salesforce
2.88%
▲ 0.19%
2
Buy
Jan 03, 2024
Amazon
6.56%
▲ 25.36%
2
Buy
Jan 03, 2024
Enbridge
3.89%
▲ 4.46%
3
Buy
Nov 20, 2023
CrowdStrike Holdings
7.91%
▲ 107.85%
2
Buy
Aug 01, 2023
Abbott Laboratories
▼ 7.65%
3
Close
Jul 21, 2023
BP
5.44%
▲ 27.76%
2
Buy
Jul 05, 2023
Honda Motor Company
3.8%
▲ 6.28%
2
Buy
Jun 01, 2023