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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #275,754 out of 747,498 TipRanks' Investors
Success Rate
54%
84 out of 155
profitable transactions
Average Return
3.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.04%
6-Month Return▲ 5.75%
12-Month Return▲ 2.28%
YTD Return▲ 7.26%
Total Return▲ 35.06%

Best Trade

Opened at
Closed at-
Gain▲ 63.72%

Bio

Retirement fund

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 2.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.85%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.36%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.83%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.69%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.84%
▼ 1.87%▲ 1.59%▲ 1.85%
▲ 14.08%▲ 5.22%▲ 0.01%
▲ 5.05%▲ 3.27%▲ 1.61%
▼ 12.40%▼ 4.03%▼ 2.48%
▲ 11.46%▲ 5.06%▲ 2.36%
▼ 2.25%▲ 3.53%▼ 0.83%
▲ 25.65%▲ 0.88%▲ 4.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sysco
▲ 0.16%
3
Close
Jul 16, 2024
AbbVie
▼ 5.07%
2
Close
Jun 12, 2024
Labrador Iron Ore
▼ 3.41%
3
Close
Jun 04, 2024
Russel Metals
▼ 17.41%
3
Close
May 31, 2024
Johnson & Johnson
6.83%
▲ 0.47%
11
Buy
May 08, 2024
Church & Dwight
2.25%
▼ 0.70%
2
Buy
Apr 30, 2024
BCE
1.27%
▼ 11.40%
5
Sell
Apr 18, 2024
Main Street Capital
3.66%
▲ 7.89%
1
Open
Apr 18, 2024
Realty Income
5.99%
▲ 11.93%
7
Buy
Apr 16, 2024
ProShares UltraPro QQQ
▲ 16.93%
2
Close
Mar 14, 2024
Altria Group
▲ 13.16%
9
Close
Mar 12, 2024
Mackenzie FltgRate E
0.46%
▲ 2.11%
1
Open
Mar 12, 2024
Kimberly Clark
6.03%
▲ 21.22%
2
Buy
Feb 27, 2024
Royal Bank Of Canada
8.1%
▲ 26.20%
8
Buy
Feb 15, 2024
Pembina Pipeline
2.08%
▲ 17.53%
2
Buy
Feb 15, 2024
Sprott Physical Uranium Trust
0.67%
▼ 19.88%
1
Open
Feb 15, 2024
Woodside Energy Group
▼ 0.09%
2
Close
Feb 07, 2024
JPMorgan Equity Premium Income ETF
▲ 10.96%
6
Close
Jan 29, 2024
Walmart
▲ 13.06%
6
Close
Jan 16, 2024
Philip Morris
▲ 1.56%
2
Close
Dec 15, 2023