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New Portfolio - New Portfolio

PerformancePortfolio Details

Sammi Fitzgerald

New Portfolio
Individual Investor
Ranked #385,725 out of 775,913 TipRanks' Investors
Success Rate
50%
271 out of 541
profitable transactions
Average Return
2.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.22%
6-Month Return▲ 4.59%
12-Month Return▲ 7.53%
YTD Return▲ 6.98%
Total Return▲ 1.42%

Best Trade

AssetHut 8 (HUT)
Opened at
Closed at
Gain▲ 296.48%

Bio

This is my investment portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.42%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.37%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.12%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.87%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.60%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.08%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.85%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 5.96%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.42%
▼ 2.25%▲ 3.53%▼ 3.37%
▲ 25.71%▲ 1.21%▲ 2.12%
▼ 4.22%▲ 2.34%▲ 2.87%
▲ 7.82%▲ 2.10%▲ 1.60%
▲ 5.38%▼ 0.89%▼ 1.08%
▲ 43.22%▲ 5.96%▲ 4.85%
▼ 5.24%▼ 2.73%▼ 5.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JXN
Jackson Financial Incorporation
3.03%
▲ 95.88%
3
Open
Aug 05, 2024
TS
Tenaris SA
―
▼ 12.12%
2
Close
Aug 01, 2024
TX
Ternium SA
3.03%
▼ 11.47%
1
Open
Aug 01, 2024
BBSI
Barrett Business Services
3.03%
▲ 16.62%
5
Open
Jul 31, 2024
ORI
Old Republic International
3.03%
▼ 0.24%
7
Open
Jul 30, 2024
PRU
Prudential Financial
3.03%
▲ 12.61%
3
Open
Jul 30, 2024
LNC
Lincoln National
3.03%
▲ 4.03%
5
Open
Jul 29, 2024
GSBD
Goldman Sachs BDC
―
▲ 11.19%
4
Close
Jul 26, 2024
ENB
Enbridge
―
▲ 3.72%
2
Close
Jul 26, 2024
DLR
Digital Realty
―
▲ 34.85%
2
Close
Jul 26, 2024
GOOGL
Alphabet Class A
3.03%
▲ 14.90%
1
Open
Jul 26, 2024
MSFT
Microsoft
3.03%
▲ 3.06%
1
Open
Jul 26, 2024
PSA
Public Storage
3.03%
▲ 0.70%
1
Open
Jul 26, 2024
MLI
Mueller Industries
3.03%
▲ 8.15%
3
Open
Jul 25, 2024
AHH
Armada Hoffler Properties
3.03%
▼ 11.42%
1
Open
Jul 25, 2024
BLDR
Builders Firstsource
―
▼ 0.15%
10
Close
Jul 05, 2024
MPW
Medical Properties
―
▼ 19.76%
4
Close
Jul 05, 2024
MED
Medifast
―
▼ 23.00%
6
Close
Jul 05, 2024
V
Visa
3.03%
▲ 7.87%
5
Open
Jul 05, 2024
MA
Mastercard
3.03%
▲ 9.32%
3
Open
Jul 05, 2024