The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #126,396 out of 753,381 TipRanks' Investors
Success Rate
63%
267 out of 425
profitable transactions
Average Return
7.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.66%
6-Month Return▲ 0.47%
12-Month Return▲ 36.45%
YTD Return▲ 9.61%
Total Return▲ 90.71%

Best Trade

Opened at
Closed at
Gain▲ 257.18%

Bio

Long Equity Portfolio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 0.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.50%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.29%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.14%
Jul 2024
▼ 5.09%
▲ 0.98%
▼ 2.49%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 0.64%
▲ 14.08%▲ 5.22%▲ 11.11%
▲ 5.05%▲ 3.27%▲ 3.77%
▼ 12.40%▼ 4.03%▼ 5.00%
▲ 11.46%▲ 5.06%▲ 1.50%
▼ 2.25%▲ 3.53%▼ 2.29%
▲ 25.76%▲ 1.21%▲ 4.14%
▼ 5.09%▲ 0.98%▼ 2.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starbucks
▲ 28.96%
2
Close
Aug 20, 2024
Alibaba
10.82%
▲ 6.09%
8
Buy
Aug 15, 2024
UnitedHealth
17.28%
▲ 11.91%
2
Buy
Aug 15, 2024
Ulta Beauty
19.19%
▼ 5.89%
3
Buy
Aug 15, 2024
iShares 20+ Year Treasury Bond ETF
5.82%
▲ 3.96%
3
Open
Aug 07, 2024
Citigroup
▼ 0.54%
10
Close
Aug 02, 2024
PayPal Holdings
▲ 0.76%
6
Close
Aug 02, 2024
JD
▼ 23.01%
2
Close
Aug 02, 2024
GXO Logistics
▲ 7.50%
2
Close
Aug 02, 2024
Stanley Black & Decker
▲ 13.46%
2
Close
Aug 02, 2024
Pfizer
1.95%
▼ 3.33%
3
Open
Jul 30, 2024
VanEck Gold Miners ETF
▲ 6.83%
2
Close
Jul 18, 2024
Alphabet Class A
4.2%
▲ 16.64%
6
Sell
Jul 17, 2024
Sprott Physical Gold Trust Units
▲ 3.24%
2
Close
Jul 16, 2024
Costco
▲ 66.47%
5
Close
Jul 11, 2024
Intel
5.2%
▲ 7.55%
12
Buy
Jul 05, 2024
Boeing
3.69%
▼ 5.34%
1
Open
Jul 05, 2024
KraneShares CSI China Internet ETF
3.12%
▼ 7.04%
4
Buy
Jun 29, 2024
NY Community
0.00%
2
Close
Jun 26, 2024
Occidental Petroleum
3.24%
▼ 4.87%
3
Open
Jun 05, 2024