New Portfolio - New Portfolio

Kaiju Energy Domain

New Portfolio
Individual Investor
Ranked #64,445 out of 767,968 TipRanks' Investors
Success Rate
65%
237 out of 365
profitable transactions
Average Return
23.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.69%
6-Month Return▲ 5.89%
12-Month Return▲ 19.78%
YTD Return▲ 13.72%
Total Return▲ 48.15%

Best Trade

Opened at
Closed at-
Gain▲ 198.67%

Bio

geared towards a future Dividend income

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.13%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.84%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.52%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.32%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.30%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.82%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 1.31%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 0.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.13%
▲ 11.46%▲ 5.06%▲ 3.84%
▼ 2.25%▲ 3.53%▼ 0.52%
▲ 25.72%▲ 1.21%▲ 3.32%
▼ 4.22%▲ 2.34%▲ 2.30%
▲ 7.82%▲ 2.10%▲ 2.82%
▲ 5.72%▼ 0.89%▼ 1.31%
▲ 19.24%▲ 3.01%▲ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
0.87%
▲ 0.79%
5
Buy
Nov 05, 2024
Vale SA
1.87%
▼ 19.20%
47
Buy
Nov 01, 2024
AT&T
2.96%
▲ 40.26%
27
Buy
Oct 22, 2024
BP
2.37%
▼ 6.33%
13
Buy
Oct 17, 2024
Pfizer
2.18%
▼ 13.48%
26
Buy
Oct 11, 2024
Vanguard Dividend Appreciation ETF
▲ 4.16%
4
Close
Sep 12, 2024
Vanguard FTSE Emerging Markets ETF
▲ 6.31%
4
Close
Sep 12, 2024
iShares iBoxx $ Investment Grade Corporate Bond ETF
▲ 5.72%
4
Close
Sep 12, 2024
Vanguard Total Stock Market ETF
▲ 10.06%
3
Close
Sep 12, 2024
Vanguard Growth ETF
▲ 11.15%
2
Close
Sep 12, 2024
JPMorgan Equity Premium Income ETF
▲ 7.00%
2
Close
Sep 12, 2024
Consumer Staples Select Sector SPDR Fund
▲ 13.62%
2
Close
Sep 12, 2024
SPDR S&P 500 ETF Trust
▲ 10.74%
2
Close
Sep 12, 2024
Energy Select Sector SPDR Fund
▲ 0.40%
2
Close
Sep 12, 2024
Vanguard FTSE Developed Markets ETF
▲ 4.32%
3
Close
Sep 12, 2024
Utilities Select Sector SPDR Fund
▲ 27.54%
2
Close
Sep 12, 2024
Vanguard International High Dividend Yield ETF
▲ 8.81%
2
Close
Sep 12, 2024
Vanguard Value ETF
▲ 7.21%
3
Close
Sep 12, 2024
Vanguard Short-Term Bond ETF
▲ 4.44%
2
Close
Sep 12, 2024
Vanguard Real Estate ETF
▲ 15.00%
2
Close
Sep 12, 2024