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New Portfolio - New Portfolio
Ray Avery
New PortfolioIndividual Investor
Ranked #554,752 out of 747,498 TipRanks' Investors
Success Rate
48 out of 112
profitable transactions
profitable transactions
Average Return
-11.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.40%
6-Month Return▲ 10.95%
12-Month Return▼ 12.29%
YTD Return▲ 1.50%
Total Return▼ 23.63%
Best Trade
Bio
This is a mixture of an investment portfolio as well as a retirement account
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 10.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.98%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.58%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.02%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.24%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.65%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 9.53%
Jul 2024
▲ 5.14%▲ 4.57%▲ 10.66%
▼ 1.87%▲ 1.59%▼ 6.98%
▲ 14.08%▲ 5.22%▲ 3.58%
▲ 5.05%▲ 3.27%▲ 2.02%
▼ 12.40%▼ 4.03%▼ 1.37%
▲ 11.46%▲ 5.06%▲ 0.24%
▼ 2.25%▲ 3.53%▼ 4.65%
▲ 25.65%▲ 0.88%▲ 9.53%
Recent Activity
B Riley Financial
1.27%
▼ 43.16%
9
Buy
Jul 01, 2024
NextEra Energy
3.2%
▲ 13.77%
6
Buy
Jul 01, 2024
Stem Inc
0.23%
▼ 70.33%
10
Buy
Jun 27, 2024
W. P. Carey Inc.
4.15%
▲ 4.21%
6
Buy
Jun 21, 2024
Medical Properties
―
▼ 48.24%
6
Close
May 15, 2024
3M
2.01%
▲ 3.50%
3
Buy
May 10, 2024
Johnson & Johnson
2.17%
▲ 4.27%
3
Buy
Apr 25, 2024
International Business Machines
1.61%
▲ 36.46%
7
Buy
Apr 24, 2024
Bandwidth
―
▼ 55.99%
4
Close
Apr 09, 2024
Solventum Corporation
0.23%
▼ 18.51%
1
Open
Apr 04, 2024
ABB Ltd
1.2%
▲ 63.75%
2
Buy
Oct 18, 2023
Baxter International
0.34%
▲ 14.16%
1
Open
Oct 12, 2023
Sandoz Group Ltd Sponsored ADR
0.41%
▲ 35.53%
1
Open
Oct 11, 2023
PhenomeX
―
▼ 54.06%
6
Close
Oct 03, 2023
Kenvue, Inc.
0.64%
▼ 16.11%
3
Buy
Sep 07, 2023
EVgo
0.3%
▼ 51.93%
6
Buy
Aug 30, 2023
Prudential Financial
3.6%
▲ 78.54%
2
Buy
Mar 15, 2023
National Grid Transco
2.72%
▲ 19.77%
3
Buy
Feb 07, 2023
Volta
―
▼ 95.56%
4
Close
Jan 04, 2023
Lucid Group
0.19%
▼ 82.81%
7
Buy
Dec 06, 2022