tiprankstipranks

Mat's Portfolio - New Portfolio

Matts Investing Journey

Mat's Portfolio
Individual Investor
Ranked #27,701 out of 769,002 TipRanks' Investors
Success Rate
71%
481 out of 682
profitable transactions
Average Return
38.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.02%
6-Month Return▲ 13.08%
12-Month Return▲ 32.28%
YTD Return▲ 21.83%
Total Return▲ 137.32%

Best Trade

Opened at
Closed at-
Gain▲ 833.52%

Bio

Investing for a long term.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.76%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.12%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.61%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.88%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.42%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.50%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 1.97%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.76%
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 1.12%
▲ 25.72%▲ 1.21%▲ 4.61%
▼ 4.22%▲ 2.34%▲ 1.88%
▲ 7.82%▲ 2.10%▲ 4.42%
▲ 5.70%▼ 0.89%▼ 1.50%
▲ 21.94%▲ 3.81%▲ 1.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starbucks
2.52%
▲ 44.67%
7
Sell
Jun 29, 2024
Albemarle
0.91%
▲ 6.30%
15
Buy
Jun 29, 2024
Nike
2.5%
▼ 14.13%
2
Buy
Jun 29, 2024
Chevron
2.59%
▲ 79.64%
7
Buy
Jun 24, 2024
Robinhood Markets
0.84%
▲ 191.58%
11
Buy
Jun 24, 2024
Coca-Cola
0%
▲ 57.77%
4
Sell
Jun 24, 2024
Mastercard
2.11%
▲ 178.62%
4
Buy
Jun 24, 2024
Bristol-Myers Squibb
0%
▲ 41.94%
10
Sell
Jun 24, 2024
Comcast
0%
▲ 19.34%
11
Sell
Jun 24, 2024
Pfizer
0%
▼ 10.57%
14
Sell
Jun 24, 2024
Medical Properties
0%
▼ 51.04%
21
Sell
Jun 24, 2024
Duke Energy
0%
▲ 93.04%
3
Sell
Jun 24, 2024
Newmont Mining
0%
▼ 10.85%
9
Sell
Jun 24, 2024
AT&T
0%
▲ 41.29%
28
Sell
Jun 24, 2024
Schwab US Dividend Equity ETF
0%
▲ 24.55%
8
Sell
Jun 24, 2024
Kimberly Clark
0%
▲ 19.53%
6
Sell
Jun 24, 2024
Caterpillar
0%
▲ 329.91%
4
Sell
Jun 24, 2024
AbbVie
4.32%
▲ 136.08%
13
Buy
Jun 24, 2024
Realty Income
0%
▲ 9.56%
7
Sell
Jun 24, 2024
PepsiCo
2.39%
▲ 46.51%
5
Buy
Jun 24, 2024