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New Portfolio - New Portfolio

Sammi Fitzgerald

New Portfolio
Individual Investor
Ranked #377,451 out of 769,002 TipRanks' Investors
Success Rate
51%
274 out of 541
profitable transactions
Average Return
2.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.37%
6-Month Return▲ 4.97%
12-Month Return▲ 23.99%
YTD Return▲ 12.23%
Total Return▲ 6.42%

Best Trade

Opened at
Closed at
Gain▲ 296.48%

Bio

This is my investment portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.42%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.37%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.12%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.87%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.42%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 5.42%
▼ 2.25%▲ 3.53%▼ 3.37%
▲ 25.72%▲ 1.21%▲ 2.12%
▼ 4.22%▲ 2.34%▲ 2.87%
▲ 7.82%▲ 2.10%▲ 1.60%
▲ 5.70%▼ 0.89%▼ 1.05%
▲ 21.94%▲ 3.81%▲ 3.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Jackson Financial Incorporation
3.03%
▲ 102.91%
3
Open
Aug 05, 2024
Tenaris SA
▼ 12.12%
2
Close
Aug 01, 2024
Ternium SA
3.03%
▲ 2.52%
1
Open
Aug 01, 2024
Barrett Business Services
3.03%
▲ 15.92%
5
Open
Jul 31, 2024
Old Republic International
3.03%
▲ 0.77%
7
Open
Jul 30, 2024
Prudential Financial
3.03%
▲ 15.15%
3
Open
Jul 30, 2024
Lincoln National
3.03%
▲ 7.32%
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%
▲ 5.52%
1
Open
Jul 26, 2024
Microsoft
3.03%
▼ 2.12%
1
Open
Jul 26, 2024
Public Storage
3.03%
▲ 11.61%
1
Open
Jul 26, 2024
Mueller Industries
3.03%
▲ 15.96%
3
Open
Jul 25, 2024
Armada Hoffler Properties
3.03%
▼ 5.46%
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%
▲ 6.59%
5
Open
Jul 05, 2024
Mastercard
3.03%
▲ 7.59%
3
Open
Jul 05, 2024