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magic formula
- New Portfolio
Performance
Portfolio Details
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
Asset
Meta Platforms (META)
Opened at
Jul 11, 2022
Closed at
-
Gain
▲ 245.52%
Bio
Following the magic formula by Joel Greenblatt.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
AA
Alcoa
―
▼ 0.80%
3
Close
Nov 14, 2024
EXPD
Expeditors International
―
▲ 27.27%
3
Close
Nov 14, 2024
MRNA
Moderna
―
▼ 77.31%
3
Close
Nov 14, 2024
OGN
Organon
0.34%
▼ 27.08%
3
Open
Nov 14, 2024
ANF
Abercrombie Fitch
3.12%
▼ 1.40%
1
Open
Nov 14, 2024
BLD
TopBuild
8.02%
▼ 3.61%
1
Open
Nov 14, 2024
GIS
General Mills
1.46%
▼ 2.98%
1
Open
Nov 14, 2024
MMS
Maximus
1.84%
▼ 1.19%
1
Open
Nov 14, 2024
LNTH
Lantheus
1.97%
▼ 1.74%
1
Open
Nov 14, 2024
AMAT
Applied Materials
―
▲ 31.24%
3
Close
May 11, 2023
REGN
Regeneron
16.98%
▲ 21.64%
3
Buy
Jul 15, 2022
META
Meta Platforms
12.92%
▲ 245.52%
2
Buy
Jul 11, 2022
OLN
Olin
―
▼ 10.28%
2
Close
Jul 11, 2022
MO
Altria Group
―
▲ 61.51%
2
Close
Jul 11, 2022
COR
Cencora
5.55%
▲ 75.04%
2
Buy
Jul 11, 2022
BBY
Best Buy Co
1.98%
▲ 38.10%
2
Buy
Jul 11, 2022
BLDR
Builders Firstsource
3.99%
▲ 198.12%
2
Buy
Jul 11, 2022
CF
Cf Industries Holdings
2.05%
▲ 6.99%
2
Buy
Jul 11, 2022
GIB
CGI Group
2.51%
▲ 36.69%
2
Buy
Jul 11, 2022
CI
Cigna
7.39%
▲ 19.62%
2
Buy
Jul 11, 2022
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