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Kristen Portfolio - New Portfolio

PerformancePortfolio Details

Kristen

Kristen Portfolio
Individual Investor
Ranked #326,246 out of 748,626 TipRanks' Investors
Success Rate
51%
162 out of 319
profitable transactions
Average Return
1.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.16%
6-Month Return▲ 0.27%
12-Month Return▼ 0.77%
YTD Return▲ 0.10%
Total Return▼ 23.35%

Best Trade

AssetAmazon (AMZN)
Opened at
Closed at
Gain▲ 86.57%

Bio

Performance

17.35%0-17.35%
▲ 5.14%
▲ 4.57%
▲ 6.61%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.75%
Jun 2024
▲ 17.35%
▼ 0.55%
▼ 0.80%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.61%
▼ 1.87%▲ 1.59%▼ 1.70%
▲ 14.08%▲ 5.22%▲ 2.98%
▲ 5.05%▲ 3.27%▲ 4.45%
▼ 12.40%▼ 4.03%▼ 4.01%
▲ 11.46%▲ 5.06%▲ 1.19%
▼ 2.25%▲ 3.53%▼ 1.75%
▲ 17.35%▼ 0.55%▼ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMZN
Amazon
16.35%
▲ 44.08%
21
Buy
Jul 26, 2024
GOOG
Alphabet Class C
5.91%
▲ 28.36%
19
Buy
Jul 19, 2024
NVDA
Nvidia
10.99%
▼ 10.21%
10
Buy
Jul 17, 2024
LTRX
Lantronix
0.11%
▲ 0.62%
2
Buy
Jul 16, 2024
NKE
Nike
1%
▼ 26.54%
12
Sell
Jul 15, 2024
MET
Metlife
3.16%
▲ 33.38%
5
Buy
Jun 26, 2024
BX
Blackstone Group
―
▲ 28.83%
13
Close
Jun 24, 2024
SCHD
Schwab US Dividend Equity ETF
―
▲ 16.12%
18
Close
Jun 24, 2024
UPS
United Parcel
12.44%
▼ 8.98%
8
Buy
Jun 19, 2024
PLTR
Palantir Technologies
2.61%
▲ 24.54%
9
Buy
May 24, 2024
MDT
Medtronic
9.33%
▼ 2.48%
6
Buy
Apr 25, 2024
CSWC
Capital Southwest
0.1%
▲ 14.07%
9
Open
Mar 07, 2024
MSB
Mesabi Shs
―
▼ 6.43%
6
Close
Mar 06, 2024
PEP
PepsiCo
9.57%
▲ 4.14%
3
Buy
Mar 04, 2024
HD
Home Depot
4.94%
▲ 20.15%
14
Sell
Feb 28, 2024
AAPL
Apple
―
▲ 27.92%
9
Close
Feb 16, 2024
SPY
SPDR S&P 500 ETF Trust
―
▲ 28.83%
17
Close
Feb 16, 2024
DLTR
Dollar Tree
―
▲ 31.75%
3
Close
Feb 16, 2024
GM
General Motors
―
▼ 12.67%
18
Close
Feb 15, 2024
TSLA
Tesla
―
▼ 3.38%
10
Close
Feb 15, 2024