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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #49,298 out of 747,498 TipRanks' Investors
Success Rate
68%
211 out of 309
profitable transactions
Average Return
16.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.67%
6-Month Return▲ 7.55%
12-Month Return▲ 10.12%
YTD Return▲ 5.81%
Total Return▲ 41.30%

Best Trade

AssetFrontline (FRO)
Opened at
Closed at-
Gain▲ 361.30%

Bio

Aggressive capital preservation

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 8.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.24%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.22%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 2.68%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.16%
▼ 1.87%▲ 1.59%▼ 2.17%
▲ 14.08%▲ 5.22%▲ 3.19%
▲ 5.05%▲ 3.27%▲ 2.32%
▼ 12.40%▼ 4.03%▼ 2.64%
▲ 11.46%▲ 5.06%▲ 2.24%
▼ 2.25%▲ 3.53%▲ 0.22%
▲ 29.87%▲ 0.88%▲ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DOW
Dow Inc
1.7%
▲ 2.31%
7
Buy
Jun 26, 2024
T
AT&T
4.65%
▲ 15.19%
7
Buy
Jun 26, 2024
ABBV
AbbVie
10.52%
▲ 33.28%
7
Buy
Jun 26, 2024
CUBE
Cubesmart
1.29%
▲ 11.41%
5
Buy
Jun 26, 2024
BMY
Bristol-Myers Squibb
1.25%
▼ 5.06%
2
Buy
Jun 26, 2024
INTC
Intel
0.81%
▲ 6.70%
1
Open
Jun 09, 2024
BF.A
Brown Forman A
2.4%
▼ 27.61%
5
Buy
Mar 24, 2024
CNP
Centerpoint Energy
2.87%
▲ 21.23%
6
Buy
Mar 24, 2024
FRO
Frontline
0.54%
▲ 240.51%
3
Buy
Mar 24, 2024
GE
GE Aerospace
1.03%
▲ 101.05%
5
Buy
Mar 24, 2024
MAIN
Main Street Capital
4.72%
▲ 53.04%
6
Buy
Mar 24, 2024
PFE
Pfizer
2.17%
▼ 3.59%
7
Buy
Mar 24, 2024
BF.B
Brown-Forman B
0.58%
▼ 29.45%
5
Buy
Mar 24, 2024
AVAL
Grupo Aval Acciones y Valores SA Pfd
0.16%
▼ 31.24%
6
Buy
Mar 24, 2024
PTY
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.44%
▲ 10.70%
6
Buy
Mar 24, 2024
WBA
Walgreens Boots Alliance
1.27%
▼ 61.77%
6
Buy
Mar 24, 2024
MO
Altria Group
3.86%
▲ 34.10%
6
Buy
Mar 24, 2024
NLY
Annaly Capital
1.52%
▲ 1.94%
6
Buy
Mar 24, 2024
KDP
Keurig Dr Pepper
1.29%
▲ 5.15%
6
Buy
Mar 24, 2024
FCX
Freeport-McMoRan
―
▲ 33.80%
6
Close
Mar 24, 2024