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The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #148,944 out of 775,923 TipRanks' Investors
Success Rate
63%
277 out of 439
profitable transactions
Average Return
8.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.15%
6-Month Return▲ 8.94%
12-Month Return▲ 20.52%
YTD Return▲ 18.54%
Total Return▲ 106.25%

Best Trade

Opened at
Closed at-
Gain▲ 266.53%

Bio

Long Equity Portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.50%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.35%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.52%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.78%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.45%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.50%
▼ 2.25%▲ 3.53%▼ 2.35%
▲ 25.71%▲ 1.21%▲ 4.13%
▼ 4.22%▲ 2.34%▼ 2.52%
▲ 7.82%▲ 2.10%▲ 5.52%
▲ 5.38%▼ 0.89%▼ 2.32%
▲ 43.22%▲ 5.96%▲ 8.78%
▲ 3.34%▼ 1.56%▼ 3.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
▲ 39.70%
14
Close
Dec 12, 2024
UnitedHealth
▲ 8.39%
3
Close
Dec 09, 2024
Valero Energy
▲ 5.45%
2
Close
Nov 29, 2024
Oscar Health
2.17%
▼ 13.45%
1
Open
Nov 26, 2024
Amazon
3.08%
▲ 35.97%
6
Open
Oct 30, 2024
Capri Holdings
2.71%
▼ 11.77%
4
Buy
Oct 28, 2024
Howard Hughes Holdings
5.25%
▼ 0.27%
5
Open
Oct 16, 2024
LandBridge Company LLC Class A
5.7%
▲ 13.88%
1
Open
Oct 16, 2024
Texas Pacific Land
4.86%
▲ 8.23%
1
Open
Oct 16, 2024
Intel
8.37%
▲ 4.81%
13
Buy
Oct 08, 2024
Alibaba
4.94%
▲ 3.36%
9
Sell
Oct 08, 2024
Boeing
7.6%
▲ 5.32%
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
7.48%
▲ 66.91%
7
Open
Sep 19, 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