tiprankstipranks

magic formula - New Portfolio

BRENNAN THOMAS

magic formula
Individual Investor
Ranked #37,320 out of 775,923 TipRanks' Investors
Success Rate
74%
51 out of 69
profitable transactions
Average Return
34.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.92%
6-Month Return▲ 0.07%
12-Month Return▲ 12.56%
YTD Return▲ 11.65%
Total Return▼ 14.28%

Best Trade

Opened at
Closed at-
Gain▲ 260.69%

Bio

Following the magic formula by Joel Greenblatt.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.84%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.81%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.72%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.23%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.08%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.84%
▼ 2.25%▲ 3.53%▼ 1.81%
▲ 25.71%▲ 1.21%▲ 4.22%
▼ 4.22%▲ 2.34%▲ 1.19%
▲ 7.82%▲ 2.10%▲ 1.30%
▲ 5.38%▼ 0.89%▼ 4.72%
▲ 43.22%▲ 5.96%▲ 5.23%
▲ 3.34%▼ 1.56%▼ 5.08%

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
0.35%
▼ 27.13%
3
Open
Nov 14, 2024
Abercrombie Fitch
3.68%
▲ 6.89%
1
Open
Nov 14, 2024
TopBuild
7.38%
▼ 14.58%
1
Open
Nov 14, 2024
General Mills
1.51%
▼ 1.70%
1
Open
Nov 14, 2024
Maximus
1.74%
▼ 9.69%
1
Open
Nov 14, 2024
Lantheus
2.12%
▲ 10.45%
1
Open
Nov 14, 2024
Applied Materials
▲ 31.25%
3
Close
May 11, 2023
Regeneron
16.7%
▲ 14.66%
3
Buy
Jul 15, 2022
Meta Platforms
13.92%
▲ 260.69%
2
Buy
Jul 11, 2022
Olin
▼ 26.64%
2
Close
Jul 11, 2022
Altria Group
▲ 55.67%
2
Close
Jul 11, 2022
Cencora
5.42%
▲ 65.39%
2
Buy
Jul 11, 2022
Best Buy Co
2.04%
▲ 37.22%
2
Buy
Jul 11, 2022
Builders Firstsource
3.58%
▲ 150.92%
2
Buy
Jul 11, 2022
Cf Industries Holdings
2.02%
▲ 3.86%
2
Buy
Jul 11, 2022
CGI Group
2.6%
▲ 36.54%
2
Buy
Jul 11, 2022
Cigna
6.59%
▲ 2.72%
2
Buy
Jul 11, 2022