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D.C. Seeking Alpha - New Portfolio

7BB08684

D.C. Seeking Alpha
Individual Investor
Ranked #207,012 out of 769,002 TipRanks' Investors
Success Rate
70%
23 out of 33
profitable transactions
Average Return
6.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.52%
6-Month Return▲ 17.96%
12-Month Return▲ 25.99%
YTD Return▲ 19.66%
Total Return▲ 13.44%

Best Trade

Opened at
Closed at-
Gain▲ 63.72%

Bio

High yield investment grade

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.26%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.07%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.89%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.92%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.20%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.89%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.92%
▲ 11.46%▲ 5.06%▲ 2.26%
▼ 2.25%▲ 3.53%▼ 0.07%
▲ 25.72%▲ 1.21%▲ 5.43%
▼ 4.22%▲ 2.34%▲ 7.89%
▲ 7.82%▲ 2.10%▲ 1.92%
▲ 5.70%▼ 0.89%▼ 0.20%
▲ 21.94%▲ 3.81%▲ 2.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
▼ 8.99%
2
Close
Jun 02, 2024
Visa
7.14%
▲ 14.13%
1
Open
Jun 02, 2024
Cisco Systems
7.14%
▲ 12.72%
3
Open
Jun 01, 2024
Kroger Company
▲ 9.83%
2
Close
Jun 01, 2024
AFLAC
▲ 29.36%
2
Close
Mar 03, 2024
Medtronic
▲ 9.47%
2
Close
Mar 03, 2024
Medifast
▼ 58.54%
2
Close
Mar 03, 2024
Pfizer
▼ 32.32%
2
Close
Mar 03, 2024
Walmart
7.14%
▲ 48.45%
1
Open
Mar 03, 2024
Kenvue, Inc.
7.14%
▲ 29.11%
1
Open
Mar 03, 2024
Realty Income
7.14%
▲ 12.57%
1
Open
Sep 19, 2023
Walgreens Boots Alliance
▼ 6.58%
2
Close
Aug 03, 2023
Agree Realty
7.14%
▲ 17.06%
3
Open
Apr 16, 2023
Ares Commercial
▼ 30.83%
2
Close
Mar 27, 2023
Coca-Cola
▲ 8.52%
2
Close
Mar 27, 2023
Enterprise Products Partners
▲ 28.93%
2
Close
Mar 27, 2023
Toronto Dominion Bank
▼ 20.38%
2
Close
Mar 27, 2023
W. P. Carey Inc.
▲ 0.74%
2
Close
Mar 27, 2023
Arbor Realty
▼ 30.58%
2
Close
Mar 27, 2023
AbbVie
▲ 22.93%
2
Close
Mar 27, 2023