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The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #145,922 out of 781,107 TipRanks' Investors
Success Rate
64%
284 out of 444
profitable transactions
Average Return
8.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.62%
6-Month Return▲ 9.69%
12-Month Return▲ 25.76%
YTD Return▲ 3.05%
Total Return▲ 115.78%

Best Trade

Opened at
Closed at
Gain▲ 257.18%

Bio

Long Equity Portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.35%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.13%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.78%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.98%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.05%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.35%
▲ 8.13%▲ 1.21%▲ 4.13%
▼ 13.14%▲ 2.34%▼ 2.52%
▲ 2.93%▲ 2.10%▲ 5.52%
▲ 10.00%▼ 0.89%▼ 2.32%
▲ 26.04%▲ 5.96%▲ 8.78%
▲ 5.93%▼ 2.41%▼ 1.98%
▲ 6.90%▲ 1.96%▲ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Howard Hughes Holdings
▲ 0.12%
6
Close
Jan 15, 2025
Take-Two
5.94%
▲ 1.45%
1
Open
Jan 09, 2025
Alibaba
▲ 5.28%
10
Close
Jan 07, 2025
Pfizer
▼ 5.47%
4
Close
Jan 07, 2025
Thermo Fisher
4.9%
▲ 5.80%
1
Open
Dec 24, 2024
Monarch Cement Company
2.19%
▲ 0.69%
1
Open
Dec 24, 2024
Danaher
4.56%
▲ 3.42%
1
Open
Dec 24, 2024
Intuitive Surgical
5.17%
▲ 10.36%
1
Open
Dec 24, 2024
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
2.01%
▼ 2.33%
1
Open
Nov 26, 2024
Amazon
2.63%
▲ 36.10%
6
Open
Oct 30, 2024
Capri Holdings
2.59%
▼ 5.01%
4
Buy
Oct 28, 2024
LandBridge Company LLC Class A
6.72%
▲ 46.03%
1
Open
Oct 16, 2024
Texas Pacific Land
5.05%
▲ 34.95%
1
Open
Oct 16, 2024
Intel
7.76%
▲ 6.97%
13
Buy
Oct 08, 2024
Boeing
6.26%
▲ 1.60%
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