New Portfolio - New Portfolio

B238CE03

New Portfolio
Individual Investor
Ranked #261,828 out of 762,027 TipRanks' Investors
Success Rate
62%
8 out of 13
profitable transactions
Average Return
22.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return▲ 12.76%
12-Month Return▲ 36.27%
YTD Return▲ 11.68%
Total Return▲ 8.29%

Best Trade

Opened at
Closed at-
Gain▲ 197.66%

Bio

Valuer and Grow stocks with great security margin

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 3.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.29%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.79%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.58%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.76%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 0.78%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 0.17%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.55%
▼ 12.40%▼ 4.03%▼ 8.31%
▲ 11.46%▲ 5.06%▲ 5.29%
▼ 2.25%▲ 3.53%▼ 0.79%
▲ 25.72%▲ 1.21%▲ 7.58%
▼ 4.21%▲ 2.34%▲ 0.76%
▲ 7.81%▲ 2.10%▲ 0.78%
▲ 8.83%▲ 1.50%▲ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Converge Technology Solutions Corp
▼ 28.56%
2
Close
Jun 06, 2022
Intel
11.11%
▼ 17.02%
3
Open
Jun 06, 2022
Baxter International
11.11%
▼ 45.87%
1
Open
Jun 06, 2022
3M
11.11%
▲ 23.32%
1
Open
Jun 06, 2022
Anheuser-Busch Inbev Sa
11.11%
▲ 20.70%
1
Open
Jun 06, 2022
Foot Locker
11.11%
▼ 18.07%
1
Open
Jun 06, 2022
Flowserve
11.11%
▲ 82.10%
1
Open
Jun 06, 2022
Energy Transfer
11.11%
▲ 65.64%
1
Open
Jun 06, 2022
Meta Platforms
11.11%
▲ 197.66%
1
Open
Jun 06, 2022
Old National Bancorp Capital
11.11%
▲ 31.94%
1
Open
Jun 06, 2022
Kinder Morgan
▲ 20.05%
2
Close
Jul 19, 2021
Clover Health Investments
▼ 24.13%
2
Close
Jul 19, 2021