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New Portfolio - New Portfolio
Ray Avery
New PortfolioIndividual Investor
Ranked #570,578 out of 775,913 TipRanks' Investors
Success Rate
48 out of 116
profitable transactions
profitable transactions
Average Return
-10.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.87%
6-Month Return▲ 0.19%
12-Month Return▼ 6.00%
YTD Return▼ 6.83%
Total Return▼ 29.90%
Best Trade
Bio
This is a mixture of an investment portfolio as well as a retirement account
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.65%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 13.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 9.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.60%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 4.07%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.42%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.68%
Dec 2024
▲ 11.46%▲ 5.06%▲ 0.47%
▼ 2.25%▲ 3.53%▼ 4.65%
▲ 25.71%▲ 1.21%▲ 13.87%
▼ 4.22%▲ 2.34%▼ 9.16%
▲ 7.82%▲ 2.10%▼ 2.60%
▲ 5.38%▼ 0.89%▲ 4.07%
▲ 43.22%▲ 5.96%▲ 1.42%
▲ 3.34%▼ 1.56%▼ 5.68%
Recent Activity
Enbridge
0.69%
▲ 2.15%
1
Open
Dec 18, 2024
Johnson & Johnson
2.41%
▼ 0.72%
4
Buy
Dec 16, 2024
Baxter International
―
▲ 4.34%
3
Close
Dec 05, 2024
JPMorgan Chase & Co.
4.96%
▲ 114.43%
2
Sell
Nov 15, 2024
W. P. Carey Inc.
4.08%
▼ 3.29%
7
Buy
Oct 25, 2024
Corning
1.58%
▲ 19.67%
1
Open
Aug 01, 2024
B Riley Financial
0.33%
▼ 83.76%
9
Buy
Jul 01, 2024
NextEra Energy
2.99%
▲ 14.75%
6
Buy
Jul 01, 2024
Stem Inc
0.05%
▼ 86.06%
10
Buy
Jun 27, 2024
Medical Properties
―
▼ 48.24%
6
Close
May 15, 2024
3M
2.38%
▲ 30.14%
3
Buy
May 10, 2024
International Business Machines
1.87%
▲ 62.83%
7
Buy
Apr 24, 2024
Bandwidth
―
▼ 55.99%
4
Close
Apr 09, 2024
Solventum Corporation
0.28%
▼ 0.25%
1
Open
Apr 04, 2024
ABB Ltd
1.14%
▲ 64.57%
2
Buy
Oct 18, 2023
Sandoz Group Ltd Sponsored ADR
0.42%
▲ 45.43%
1
Open
Oct 11, 2023
PhenomeX
―
▼ 54.06%
6
Close
Oct 03, 2023
Kenvue, Inc.
0.73%
▲ 1.92%
3
Buy
Sep 07, 2023
EVgo
0.36%
▼ 40.80%
6
Buy
Aug 30, 2023
Prudential Financial
3.25%
▲ 73.68%
2
Buy
Mar 15, 2023