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magic formula - New Portfolio

BRENNAN THOMAS

magic formula
Individual Investor
Ranked #44,995 out of 768,736 TipRanks' Investors
Success Rate
71%
49 out of 69
profitable transactions
Average Return
36.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.71%
6-Month Return▲ 2.46%
12-Month Return▲ 24.73%
YTD Return▲ 12.71%
Total Return▼ 13.47%

Best Trade

Opened at
Closed at-
Gain▲ 245.52%

Bio

Following the magic formula by Joel Greenblatt.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.84%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.81%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.69%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 0.80%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.16%
▲ 11.46%▲ 5.06%▲ 6.84%
▼ 2.25%▲ 3.53%▼ 1.81%
▲ 25.72%▲ 1.21%▲ 4.22%
▼ 4.22%▲ 2.34%▲ 1.19%
▲ 7.82%▲ 2.10%▲ 1.30%
▲ 5.70%▼ 0.89%▼ 4.69%
▲ 21.94%▲ 3.81%▲ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alcoa
▼ 0.80%
3
Close
Nov 14, 2024
Expeditors International
▲ 27.27%
3
Close
Nov 14, 2024
Moderna
▼ 77.31%
3
Close
Nov 14, 2024
Organon
0.34%
▼ 27.08%
3
Open
Nov 14, 2024
Abercrombie Fitch
3.12%
▼ 1.40%
1
Open
Nov 14, 2024
TopBuild
8.02%
▼ 3.61%
1
Open
Nov 14, 2024
General Mills
1.46%
▼ 2.98%
1
Open
Nov 14, 2024
Maximus
1.84%
▼ 1.19%
1
Open
Nov 14, 2024
Lantheus
1.97%
▼ 1.74%
1
Open
Nov 14, 2024
Applied Materials
▲ 31.24%
3
Close
May 11, 2023
Regeneron
16.98%
▲ 21.64%
3
Buy
Jul 15, 2022
Meta Platforms
12.92%
▲ 245.52%
2
Buy
Jul 11, 2022
Olin
▼ 10.28%
2
Close
Jul 11, 2022
Altria Group
▲ 61.51%
2
Close
Jul 11, 2022
Cencora
5.55%
▲ 75.04%
2
Buy
Jul 11, 2022
Best Buy Co
1.98%
▲ 38.10%
2
Buy
Jul 11, 2022
Builders Firstsource
3.99%
▲ 198.12%
2
Buy
Jul 11, 2022
Cf Industries Holdings
2.05%
▲ 6.99%
2
Buy
Jul 11, 2022
CGI Group
2.51%
▲ 36.69%
2
Buy
Jul 11, 2022
Cigna
7.39%
▲ 19.62%
2
Buy
Jul 11, 2022