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Mat's Portfolio - New Portfolio

Matts Investing Journey

Mat's Portfolio
Individual Investor
Ranked #33,913 out of 743,457 TipRanks' Investors
Success Rate
66%
446 out of 680
profitable transactions
Average Return
30.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.48%
6-Month Return▲ 9.35%
12-Month Return▲ 12.99%
YTD Return▲ 8.57%
Total Return▲ 111.49%

Best Trade

Opened at
Closed at-
Gain▲ 695.32%

Bio

Investing for a long term.

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 6.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.64%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.76%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.13%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.40%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.38%
▼ 1.87%▲ 1.59%▼ 2.45%
▲ 14.08%▲ 5.22%▲ 4.64%
▲ 5.05%▲ 3.27%▲ 4.92%
▼ 12.40%▼ 4.03%▼ 4.76%
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 1.13%
▲ 0.26%▲ 0.21%▼ 0.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starbucks
2.08%
▲ 12.19%
7
Sell
Jun 29, 2024
Albemarle
0.87%
▲ 4.32%
15
Buy
Jun 29, 2024
Nike
2.71%
▼ 20.93%
2
Buy
Jun 29, 2024
Chevron
2.7%
▲ 70.61%
7
Buy
Jun 24, 2024
Robinhood Markets
0.57%
▲ 84.18%
11
Buy
Jun 24, 2024
Coca-Cola
0%
▲ 57.42%
4
Sell
Jun 24, 2024
Mastercard
1.95%
▲ 137.22%
4
Buy
Jun 24, 2024
Bristol-Myers Squibb
0%
▼ 1.34%
10
Sell
Jun 24, 2024
Comcast
0%
▲ 4.32%
11
Sell
Jun 24, 2024
Pfizer
0%
▼ 1.75%
14
Sell
Jun 24, 2024
Medical Properties
0%
▼ 52.70%
21
Sell
Jun 24, 2024
Duke Energy
0%
▲ 65.49%
3
Sell
Jun 24, 2024
Newmont Mining
0%
▼ 14.05%
9
Sell
Jun 24, 2024
AT&T
0%
▲ 15.73%
28
Sell
Jun 24, 2024
Schwab US Dividend Equity ETF
0%
▲ 10.94%
8
Sell
Jun 24, 2024
Kimberly Clark
0%
▲ 19.81%
6
Sell
Jun 24, 2024
Caterpillar
0%
▲ 268.01%
4
Sell
Jun 24, 2024
AbbVie
4.49%
▲ 135.69%
13
Buy
Jun 24, 2024
Realty Income
0%
▼ 0.89%
7
Sell
Jun 24, 2024
PepsiCo
2.63%
▲ 49.20%
5
Buy
Jun 24, 2024