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The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #149,100 out of 769,002 TipRanks' Investors
Success Rate
63%
277 out of 438
profitable transactions
Average Return
7.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.10%
6-Month Return▲ 4.32%
12-Month Return▲ 30.37%
YTD Return▲ 17.81%
Total Return▲ 104.99%

Best Trade

Opened at
Closed at
Gain▲ 257.18%

Bio

Long Equity Portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.50%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.29%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.63%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.26%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 4.13%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.00%
▲ 11.46%▲ 5.06%▲ 1.50%
▼ 2.25%▲ 3.53%▼ 2.29%
▲ 25.72%▲ 1.21%▲ 4.14%
▼ 4.22%▲ 2.34%▼ 2.52%
▲ 7.82%▲ 2.10%▲ 5.63%
▲ 5.70%▼ 0.89%▼ 2.26%
▲ 21.94%▲ 3.81%▲ 4.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
2.16%
▲ 33.11%
6
Open
Oct 30, 2024
Capri Holdings
2.02%
▼ 14.40%
4
Buy
Oct 28, 2024
Howard Hughes Holdings
4.48%
▲ 0.76%
5
Open
Oct 16, 2024
LandBridge Company LLC Class A
5.21%
▲ 28.93%
1
Open
Oct 16, 2024
Texas Pacific Land
5.15%
▲ 38.43%
1
Open
Oct 16, 2024
Intel
8.39%
▲ 9.73%
13
Buy
Oct 08, 2024
Alibaba
4.08%
▲ 7.27%
9
Sell
Oct 08, 2024
Boeing
4.89%
▼ 13.25%
2
Buy
Oct 08, 2024
iShares China Large-Cap ETF
▲ 23.83%
2
Close
Sep 27, 2024
BuildABear Workshop
▲ 0.62%
2
Close
Sep 24, 2024
iShares 20+ Year Treasury Bond ETF
▲ 4.38%
4
Close
Sep 20, 2024
Lululemon Athletica
4.95%
▲ 61.65%
7
Open
Sep 19, 2024
Valero Energy
3.87%
▲ 7.05%
1
Open
Sep 11, 2024
iShares 0-3 Month Treasury Bond ETF
▲ 0.06%
2
Close
Aug 31, 2024
KraneShares CSI China Internet ETF
▼ 10.95%
5
Close
Aug 28, 2024
SPDR S&P BIOTECH ETF
▲ 10.41%
2
Close
Aug 28, 2024
Starbucks
▲ 28.96%
2
Close
Aug 20, 2024
UnitedHealth
14.29%
▲ 14.98%
2
Buy
Aug 15, 2024
Ulta Beauty
13.85%
▼ 14.68%
3
Buy
Aug 15, 2024
Citigroup
▼ 0.54%
10
Close
Aug 02, 2024