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New Portfolio - New Portfolio

Sammi Fitzgerald

New Portfolio
Individual Investor
Ranked #345,371 out of 791,381 TipRanks' Investors
Success Rate
50%
272 out of 541
profitable transactions
Average Return
2.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.53%
6-Month Return▲ 2.73%
12-Month Return▲ 7.79%
YTD Return▲ 1.17%
Total Return▲ 3.51%

Best Trade

Opened at
Closed at
Gain▲ 296.48%

Bio

This is my investment portfolio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.87%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.60%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.19%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.80%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.95%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.92%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 3.48%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.87%
▲ 2.93%▲ 2.10%▲ 1.60%
▲ 10.00%▼ 0.89%▼ 1.19%
▲ 26.01%▲ 5.96%▲ 4.80%
▲ 5.75%▼ 2.41%▼ 4.95%
▲ 5.32%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 0.92%
▼ 2.15%▼ 5.65%▼ 3.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Jackson Financial Incorporation
3.03%
▲ 91.23%
3
Open
Aug 05, 2024
Tenaris SA
▼ 12.12%
2
Close
Aug 01, 2024
Ternium SA
3.03%
▼ 2.73%
1
Open
Aug 01, 2024
Barrett Business Services
3.03%
▲ 13.43%
5
Open
Jul 31, 2024
Old Republic International
3.03%
▲ 1.99%
7
Open
Jul 30, 2024
Prudential Financial
3.03%
▲ 8.17%
3
Open
Jul 30, 2024
Lincoln National
3.03%
▲ 8.89%
5
Open
Jul 29, 2024
Goldman Sachs BDC
▲ 11.19%
4
Close
Jul 26, 2024
Enbridge
▲ 3.72%
2
Close
Jul 26, 2024
Digital Realty
▲ 34.85%
2
Close
Jul 26, 2024
Alphabet Class A
3.03%
▼ 1.42%
1
Open
Jul 26, 2024
Microsoft
3.03%
▼ 10.02%
1
Open
Jul 26, 2024
Public Storage
3.03%
▲ 4.32%
1
Open
Jul 26, 2024
Mueller Industries
3.03%
▲ 9.52%
3
Open
Jul 25, 2024
Armada Hoffler Properties
3.03%
▼ 23.04%
1
Open
Jul 25, 2024
Builders Firstsource
▼ 0.15%
10
Close
Jul 05, 2024
Medical Properties
▼ 19.76%
4
Close
Jul 05, 2024
Medifast
▼ 23.00%
6
Close
Jul 05, 2024
Visa
3.03%
▲ 9.73%
5
Open
Jul 05, 2024
Mastercard
3.03%
▲ 9.16%
3
Open
Jul 05, 2024