tiprankstipranks

New Portfolio - New Portfolio

daezoz

New Portfolio
Individual Investor
Ranked #79,798 out of 781,107 TipRanks' Investors
Success Rate
58%
88 out of 152
profitable transactions
Average Return
34.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.71%
6-Month Return▲ 4.42%
12-Month Return▲ 17.50%
YTD Return▲ 1.99%
Total Return▲ 128.99%

Best Trade

Opened at
Closed at-
Gain▲ 551.08%

Bio

A

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.52%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.65%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.79%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.20%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.40%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 1.99%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.52%
▲ 8.13%▲ 1.21%▲ 5.65%
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 2.79%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 26.04%▲ 5.96%▲ 4.20%
▲ 5.93%▼ 2.41%▼ 6.40%
▲ 7.55%▲ 1.96%▲ 1.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UGI
0.35%
▲ 17.99%
11
Sell
Jan 16, 2025
Franklin Resources
1.37%
▼ 6.57%
11
Buy
Jan 13, 2025
Amcor
0.45%
▲ 1.11%
17
Buy
Dec 31, 2024
Polaris
1.08%
▼ 11.42%
4
Buy
Dec 31, 2024
Conagra Brands
0.9%
▼ 7.65%
6
Buy
Dec 19, 2024
Genuine Parts Company
1.38%
▲ 5.63%
2
Buy
Oct 24, 2024
Lockheed Martin
1.91%
▼ 12.55%
1
Open
Oct 24, 2024
Apple
16.98%
▲ 551.08%
2
Sell
Oct 23, 2024
Verizon
1.05%
▲ 9.69%
16
Buy
Oct 22, 2024
LyondellBasell
1.5%
▼ 15.18%
4
Buy
Oct 21, 2024
Broadcom
5.54%
▲ 44.80%
4
Sell
Sep 20, 2024
Seagate Tech
5.69%
▲ 124.39%
9
Sell
Aug 06, 2024
Pfizer
1.53%
▼ 24.63%
11
Sell
Aug 06, 2024
Amazon
2.63%
▲ 50.75%
3
Buy
Aug 06, 2024
PepsiCo
1.15%
▼ 1.34%
2
Sell
Aug 02, 2024
AFLAC
4.97%
▲ 103.83%
8
Sell
Jul 16, 2024
AT&T
0.87%
▲ 38.90%
10
Sell
Jul 16, 2024
Pinnacle West Capital
4.38%
▲ 40.35%
11
Sell
Jul 05, 2024
Chevron
9.41%
▲ 84.11%
7
Buy
Dec 07, 2023
Leggett & Platt
▼ 22.12%
18
Close
Dec 06, 2023