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Portfolio #1 - New Portfolio

Portfolio #1
Individual Investor
Ranked #348,994 out of 737,516 TipRanks' Investors
Success Rate
41%
1391 out of 3390
profitable transactions
Average Return
1.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.64%
6-Month Return▲ 37.34%
12-Month Return▲ 57.07%
YTD Return▲ 32.64%
Total Return▲ 377.90%

Best Trade

Opened at
Closed at
Gain▲ 144.93%

Bio

Largely based on the CANSLIM method but moving somewhat toward increased portfolio safety

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 6.68%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.82%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 9.87%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.38%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.89%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.07%
Apr 2024
▲ 9.76%
▲ 4.11%
▲ 11.98%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 6.68%
▲ 9.22%▲ 9.13%▲ 7.82%
▲ 5.14%▲ 4.57%▲ 4.69%
▼ 1.87%▲ 1.59%▲ 9.87%
▲ 14.08%▲ 5.22%▲ 10.38%
▲ 5.05%▲ 3.27%▲ 2.89%
▼ 12.40%▼ 4.03%▼ 5.07%
▲ 9.76%▲ 4.11%▲ 11.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares U.S. Home Construction ETF
▲ 5.80%
36
Close
Feb 14, 2024
Alphabet Class A
▲ 1.67%
13
Close
Feb 13, 2024
SPDR Gold MiniShares Trust
▼ 1.18%
14
Close
Feb 13, 2024
Health Care Select Sector SPDR Fund
▼ 1.65%
14
Close
Feb 13, 2024
NorthShore Global Uranium Mining ETF
▲ 4.03%
27
Close
Feb 13, 2024
American International Group
▲ 3.75%
12
Close
Feb 13, 2024
VanEck Pharmaceutical ETF
▼ 1.24%
6
Close
Feb 13, 2024
Seven Hills Realty Trust
▼ 7.24%
11
Close
Feb 13, 2024
Rua Gold
0.00%
8
Close
Feb 13, 2024
Blue Owl Capital
▲ 0.60%
21
Close
Feb 13, 2024
Pennantpark Investment
▼ 3.08%
10
Close
Feb 13, 2024
Ryanair Holdings
▲ 8.49%
13
Close
Feb 13, 2024
Arcos Dorados Holdings
▼ 1.77%
10
Close
Feb 13, 2024
Forestar Group
▼ 5.14%
4
Close
Feb 13, 2024
SPDR S&P Capital Markets ETF
▼ 1.25%
3
Close
Feb 13, 2024
Intesa Sanpaolo
▼ 2.65%
4
Close
Feb 13, 2024
Mercadolibre
▼ 2.40%
4
Close
Feb 13, 2024
AppLovin
▲ 0.44%
3
Close
Feb 13, 2024
Stride
▼ 2.58%
2
Close
Feb 13, 2024
REV Group
▼ 0.74%
3
Close
Feb 13, 2024