Kristen Portfolio - New Portfolio

Kristen

Kristen Portfolio
Individual Investor
Ranked #175,964 out of 765,504 TipRanks' Investors
Success Rate
61%
212 out of 346
profitable transactions
Average Return
7.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.69%
6-Month Return▲ 16.20%
12-Month Return▲ 33.40%
YTD Return▲ 19.37%
Total Return▼ 8.60%

Best Trade

Opened at
Closed at-
Gain▲ 171.28%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.75%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.96%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.60%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.10%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 6.30%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.01%
▲ 11.46%▲ 5.06%▲ 1.19%
▼ 2.25%▲ 3.53%▼ 1.75%
▲ 25.72%▲ 1.21%▲ 1.96%
▼ 4.21%▲ 2.34%▲ 3.19%
▲ 7.82%▲ 2.10%▲ 3.60%
▲ 6.02%▼ 0.89%▲ 2.10%
▲ 4.77%▲ 3.94%▲ 6.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
0%
▲ 1.06%
4
Sell
Nov 04, 2024
Energy Select Sector SPDR Fund
0%
▲ 39.03%
7
Sell
Oct 31, 2024
Uber Technologies
2.36%
▼ 7.25%
3
Buy
Oct 25, 2024
Schwab US Dividend Equity ETF
3.11%
▲ 14.66%
20
Buy
Oct 22, 2024
Alphabet Class C
8.62%
▲ 25.45%
24
Buy
Oct 17, 2024
United Parcel
11.25%
▼ 2.20%
10
Buy
Oct 17, 2024
Amazon
21.45%
▲ 38.03%
28
Buy
Oct 15, 2024
Conocophillips
10.27%
▲ 3.37%
8
Buy
Oct 15, 2024
Nvidia
16.16%
▲ 19.38%
15
Buy
Sep 26, 2024
Capital Southwest
▲ 14.24%
10
Close
Sep 18, 2024
Nike
▼ 18.36%
14
Close
Sep 13, 2024
Lantronix
0.1%
▲ 1.89%
3
Buy
Aug 09, 2024
Metlife
2.61%
▲ 49.66%
5
Buy
Jun 26, 2024
Blackstone Group
▲ 28.83%
13
Close
Jun 24, 2024
Palantir Technologies
4.2%
▲ 143.26%
9
Buy
May 24, 2024
Medtronic
8.05%
▲ 12.88%
6
Buy
Apr 25, 2024
Mesabi Shs
▼ 6.43%
6
Close
Mar 06, 2024
Home Depot
4.29%
▲ 26.04%
14
Sell
Feb 28, 2024
Apple
▲ 27.92%
9
Close
Feb 16, 2024
SPDR S&P 500 ETF Trust
▲ 28.83%
17
Close
Feb 16, 2024