joint - New Portfolio

ROBERT SALI

joint
Individual Investor
Ranked #467,120 out of 748,394 TipRanks' Investors
Success Rate
49%
95 out of 193
profitable transactions
Average Return
-3.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.62%
6-Month Return▲ 13.67%
12-Month Return▲ 40.77%
YTD Return▲ 16.62%
Total Return▼ 63.43%

Best Trade

Opened at
Closed at-
Gain▲ 208.64%

Bio

RETIREMENT

Performance

21.71%0-21.71%
▲ 5.14%
▲ 4.57%
▲ 7.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.03%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.99%
Jun 2024
▲ 21.71%
▲ 1.76%
▲ 0.29%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.62%
▼ 1.87%▲ 1.59%▲ 2.03%
▲ 14.08%▲ 5.22%▲ 6.36%
▲ 5.05%▲ 3.27%▲ 3.68%
▼ 12.40%▼ 4.03%▼ 3.01%
▲ 11.46%▲ 5.06%▲ 3.47%
▼ 2.25%▲ 3.53%▲ 2.99%
▲ 21.71%▲ 1.76%▲ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blue Apron Holdings
▲ 68.05%
2
Close
Nov 10, 2023
Amazon
14.92%
▲ 17.10%
5
Buy
Jun 11, 2023
Coca-Cola
4.17%
▲ 12.22%
2
Buy
Jun 09, 2023
McDonald's
23.23%
▼ 8.93%
2
Buy
Jun 07, 2023
Lowe's
19.59%
▲ 11.55%
3
Open
May 24, 2023
American Express
0%
▲ 57.60%
1
Open
May 22, 2023
Bank of America
0%
▲ 54.53%
1
Open
May 22, 2023
Costco
0%
▲ 73.93%
1
Open
May 22, 2023
iShares Core High Dividend ETF
0%
▲ 17.97%
1
Open
May 22, 2023
Cornerstone Total Return Fund Inc
▼ 1.96%
7
Close
May 20, 2023
Foresight Autonomous Holdings
▼ 91.02%
3
Close
May 20, 2023
AMC Entertainment
▼ 82.20%
3
Close
May 20, 2023
ESS Tech
▼ 72.17%
2
Close
Nov 18, 2022
Cenntro Electric Group
▼ 89.97%
4
Close
Nov 18, 2022
AppHarvest
▼ 90.48%
4
Close
Nov 18, 2022
AGNC Investment
▼ 35.25%
2
Close
Nov 18, 2022
Ceragon Networks
▼ 47.54%
3
Close
Nov 18, 2022
Investview
▼ 93.11%
4
Close
Nov 18, 2022
Pliant Therapeutics
▲ 32.43%
2
Close
Nov 18, 2022
AT&T
▼ 5.24%
5
Close
Nov 18, 2022