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Core Portfolio - New Portfolio

PerformancePortfolio Details

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #291,084 out of 777,142 TipRanks' Investors
Success Rate
56%
37 out of 66
profitable transactions
Average Return
5.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.11%
6-Month Return▲ 1.23%
12-Month Return▲ 5.79%
YTD Return▲ 5.79%
Total Return▲ 2.35%

Best Trade

AssetCrowdStrike... (CRWD)
Opened at
Closed at-
Gain▲ 110.48%

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

26.03%0-26.03%
▲ 5.91%
▲ 5.06%
▲ 1.53%
May 2024
▲ 9.79%
▲ 3.53%
▼ 1.05%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.01%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 9.98%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.40%
Nov 2024
▲ 7.48%
▼ 0.92%
▼ 5.11%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 1.53%
▲ 9.79%▲ 3.53%▼ 1.05%
▲ 8.13%▲ 1.21%▼ 0.01%
▼ 13.14%▲ 2.34%▲ 2.48%
▲ 2.93%▲ 2.10%▲ 0.84%
▲ 9.98%▼ 0.89%▼ 1.11%
▲ 26.03%▲ 5.96%▲ 4.40%
▲ 7.48%▼ 0.92%▼ 5.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DVN
Devon Energy
0%
▼ 40.32%
3
Sell
Sep 10, 2024
SU
Suncor Energy
1.84%
▼ 6.53%
1
Open
Aug 01, 2024
JNJ
Johnson & Johnson
1.81%
▼ 9.44%
1
Open
Aug 01, 2024
AMX
America Movil
0%
▼ 16.65%
2
Sell
Jul 31, 2024
SBSW
Sibanye Stillwater
0%
▼ 81.15%
3
Sell
Jul 01, 2024
SKM
Sk Telecom
0%
▼ 33.76%
2
Sell
Jul 01, 2024
C
Citigroup
2.11%
▲ 13.03%
1
Open
Jul 01, 2024
CAT
Caterpillar
0%
▲ 11.16%
1
Open
Jul 01, 2024
BAC
Bank of America
0%
▲ 11.08%
1
Open
Jul 01, 2024
BBD
Banco Bradesco SA
0%
▼ 12.16%
1
Open
Jul 01, 2024
MO
Altria Group
4.93%
▲ 32.26%
2
Buy
May 03, 2024
CVX
Chevron
2.93%
▼ 9.08%
2
Buy
Apr 02, 2024
PFE
Pfizer
1.96%
▼ 20.39%
2
Buy
Mar 01, 2024
COST
Costco
2.91%
▲ 45.26%
2
Buy
Mar 01, 2024
CVS
CVS Health
2.56%
▼ 42.63%
4
Buy
Feb 01, 2024
STLA
Stellantis
2.32%
▼ 29.66%
3
Buy
Jan 03, 2024
CRM
Salesforce
3.7%
▲ 28.36%
2
Buy
Jan 03, 2024
AMZN
Amazon
7.33%
▲ 38.71%
2
Buy
Jan 03, 2024
ENB
Enbridge
4.65%
▲ 27.62%
3
Buy
Nov 20, 2023
CRWD
CrowdStrike Holdings
7.16%
▲ 86.32%
2
Buy
Aug 01, 2023