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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #100,315 out of 780,441 TipRanks' Investors
Success Rate
62%
194 out of 313
profitable transactions
Average Return
17.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.94%
6-Month Return▲ 3.58%
12-Month Return▲ 10.11%
YTD Return▲ 0.03%
Total Return▲ 45.85%

Best Trade

AssetAdvantage E... (AAVVF)
Opened at
Closed at-
Gain▲ 300.68%

Bio

Aggressive capital preservation

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.22%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.35%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.38%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.41%
Dec 2024
▲ 4.34%
▼ 0.80%
▲ 0.03%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.22%
▲ 8.13%▲ 1.21%▲ 5.57%
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 2.73%
▲ 10.00%▼ 0.89%▼ 2.35%
▲ 26.04%▲ 5.96%▲ 1.38%
▲ 5.96%▼ 2.41%▼ 3.41%
▲ 4.34%▼ 0.80%▲ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSM
TSMC
0.83%
▲ 60.19%
3
Buy
Nov 30, 2024
INTC
Intel
0.77%
▼ 26.02%
2
Buy
Nov 30, 2024
SMCI
Super Micro Computer
0.46%
▼ 30.58%
2
Buy
Sep 29, 2024
CM
Canadian Bank of Commerce
―
▲ 25.83%
7
Close
Sep 08, 2024
GE
GE Aerospace
―
▲ 114.61%
6
Close
Jul 29, 2024
BUD
Anheuser-Busch Inbev Sa
―
▼ 7.83%
4
Close
Jul 29, 2024
DOW
Dow Inc
1.31%
▼ 22.92%
7
Buy
Jun 26, 2024
T
AT&T
5.69%
▲ 34.71%
7
Buy
Jun 26, 2024
ABBV
AbbVie
11.08%
▲ 36.86%
7
Buy
Jun 26, 2024
CUBE
Cubesmart
1.13%
▼ 3.40%
5
Buy
Jun 26, 2024
BMY
Bristol-Myers Squibb
1.7%
▲ 26.88%
2
Buy
Jun 26, 2024
BF.A
Brown Forman A
1.91%
▼ 43.48%
5
Buy
Mar 24, 2024
CNP
Centerpoint Energy
3.29%
▲ 35.27%
6
Buy
Mar 24, 2024
FRO
Frontline
0.4%
▲ 175.84%
3
Buy
Mar 24, 2024
MAIN
Main Street Capital
5.68%
▲ 87.91%
6
Buy
Mar 24, 2024
PFE
Pfizer
2.02%
▼ 12.51%
7
Buy
Mar 24, 2024
BF.B
Brown-Forman B
0.48%
▼ 43.57%
5
Buy
Mar 24, 2024
AVAL
Grupo Aval Acciones y Valores SA Pfd
0.17%
▼ 28.24%
6
Buy
Mar 24, 2024
PTY
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.52%
▲ 17.12%
6
Buy
Mar 24, 2024
WBA
Walgreens Boots Alliance
1.43%
▼ 55.17%
6
Buy
Mar 24, 2024