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Stocks Held - New Portfolio

PerformancePortfolio Details

trellek

Stocks Held
Individual Investor
Ranked #238,236 out of 788,370 TipRanks' Investors
Success Rate
58%
76 out of 131
profitable transactions
Average Return
6.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.37%
6-Month Return▲ 5.17%
12-Month Return▲ 6.29%
YTD Return▲ 5.07%
Total Return▲ 71.64%

Best Trade

AssetEnterprise ... (EPD)
Opened at
Closed at-
Gain▲ 105.61%

Bio

This is my individual stock investment portfolio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 0.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.08%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.20%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.58%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.72%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.29%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 0.02%
▼ 13.14%▲ 2.34%▼ 2.20%
▲ 2.93%▲ 2.10%▲ 2.73%
▲ 9.99%▼ 0.89%▼ 3.08%
▲ 26.03%▲ 5.96%▲ 6.20%
▲ 5.97%▼ 2.41%▼ 5.58%
▲ 5.25%▲ 2.69%▲ 2.72%
▼ 9.08%▲ 1.42%▲ 2.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XLRE
Real Estate Select Sector SPDR Fund
11.83%
▲ 7.72%
3
Open
Feb 21, 2025
XLB
Materials Select Sector SPDR Fund
4.18%
▲ 2.27%
4
Sell
Feb 19, 2025
XLV
Health Care Select Sector SPDR Fund
11.81%
▲ 7.86%
5
Open
Feb 19, 2025
ACMR
ACM Research
―
▼ 19.44%
2
Close
Dec 02, 2024
CVE
Cenovus Energy
―
▼ 4.95%
4
Close
Oct 27, 2024
XLC
Communication Services Select Sector SPDR Fund
25.91%
▲ 12.26%
8
Buy
Oct 18, 2024
DAL
Delta Air Lines
―
▲ 4.48%
2
Close
Oct 05, 2024
XLP
Consumer Staples Select Sector SPDR Fund
―
▼ 1.82%
4
Close
Oct 05, 2024
XLK
Technology Select Sector SPDR Fund
17.28%
▲ 4.89%
7
Open
Sep 19, 2024
MCK
McKesson
―
▲ 42.46%
4
Close
Aug 08, 2024
WAL
Western Alliance
―
▲ 27.52%
2
Close
Aug 04, 2024
STLA
Stellantis
―
▲ 19.52%
2
Close
Jul 25, 2024
VRN
Veren
―
▼ 8.65%
2
Close
Jul 25, 2024
V
Visa
―
▲ 1.04%
4
Close
Jul 24, 2024
GOOGL
Alphabet Class A
―
▲ 78.28%
2
Close
Jul 24, 2024
OSK
Oshkosh
―
▲ 15.04%
2
Close
Jun 10, 2024
FANG
Diamondback
―
▲ 98.14%
2
Close
Jun 03, 2024
EOG
EOG Resources
―
▲ 61.39%
2
Close
May 23, 2024
XLY
Consumer Discretionary Select Sector SPDR Fund
―
▲ 1.66%
8
Close
May 23, 2024
BABA
Alibaba
―
▼ 12.94%
2
Close
May 23, 2024