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New Portfolio - New Portfolio
Ray Avery
New PortfolioIndividual Investor
Ranked #566,343 out of 769,002 TipRanks' Investors
Success Rate
52 out of 114
profitable transactions
profitable transactions
Average Return
-8.66%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.86%
6-Month Return▼ 7.89%
12-Month Return▲ 3.51%
YTD Return▼ 7.50%
Total Return▼ 30.40%
Best Trade
Bio
This is a mixture of an investment portfolio as well as a retirement account
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.24%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.65%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 13.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 9.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.28%
Oct 2024
▲ 21.94%
▲ 3.81%
▼ 4.99%
Nov 2024
▼ 12.40%▼ 4.03%▼ 1.37%
▲ 11.46%▲ 5.06%▲ 0.24%
▼ 2.25%▲ 3.53%▼ 4.65%
▲ 25.72%▲ 1.21%▲ 13.87%
▼ 4.22%▲ 2.34%▼ 9.16%
▲ 7.82%▲ 2.10%▼ 2.60%
▲ 5.70%▼ 0.89%▲ 4.28%
▲ 21.94%▲ 3.81%▼ 4.99%
Recent Activity
JPMorgan Chase & Co.
5.05%
▲ 117.30%
2
Sell
Nov 15, 2024
Baxter International
0%
▲ 6.18%
2
Sell
Nov 12, 2024
W. P. Carey Inc.
4.24%
▲ 0.89%
7
Buy
Oct 25, 2024
Corning
1.57%
▲ 19.77%
1
Open
Aug 01, 2024
B Riley Financial
0.32%
▼ 84.22%
9
Buy
Jul 01, 2024
NextEra Energy
3.19%
▲ 22.27%
6
Buy
Jul 01, 2024
Stem Inc
0.06%
▼ 85.89%
10
Buy
Jun 27, 2024
Medical Properties
―
▼ 48.24%
6
Close
May 15, 2024
3M
2.33%
▲ 28.69%
3
Buy
May 10, 2024
Johnson & Johnson
2.06%
▲ 3.98%
3
Buy
Apr 25, 2024
International Business Machines
1.83%
▲ 57.07%
7
Buy
Apr 24, 2024
Bandwidth
―
▼ 55.99%
4
Close
Apr 09, 2024
Solventum Corporation
0.29%
▲ 2.07%
1
Open
Apr 04, 2024
ABB Ltd
1.15%
▲ 66.91%
2
Buy
Oct 18, 2023
Sandoz Group Ltd Sponsored ADR
0.44%
▲ 57.73%
1
Open
Oct 11, 2023
PhenomeX
―
▼ 54.06%
6
Close
Oct 03, 2023
Kenvue, Inc.
0.8%
▲ 11.33%
3
Buy
Sep 07, 2023
EVgo
0.53%
▼ 18.80%
6
Buy
Aug 30, 2023
Prudential Financial
3.47%
▲ 82.94%
2
Buy
Mar 15, 2023
National Grid Transco
2.6%
▲ 22.64%
3
Buy
Feb 07, 2023