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New Portfolio - New Portfolio
Jeffrey K
New PortfolioIndividual Investor
Ranked #306,111 out of 793,971 TipRanks' Investors
Success Rate
49 out of 92
profitable transactions
profitable transactions
Average Return
2.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.33%
6-Month Return▲ 0.99%
12-Month Return▲ 4.01%
YTD Return▲ 12.64%
Total Return▲ 70.20%
Best Trade
Bio
Makin' Bank!
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 11.23%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 7.50%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 0.29%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.86%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 10.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.95%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 1.33%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.97%
▲ 2.93%▲ 2.10%▲ 11.23%
▲ 10.00%▼ 0.89%▼ 7.50%
▲ 26.01%▲ 5.96%▲ 0.29%
▲ 5.33%▼ 2.41%▼ 4.86%
▲ 5.89%▲ 2.69%▲ 10.90%
▼ 12.86%▼ 1.27%▲ 2.95%
▼ 1.28%▼ 6.20%▼ 1.33%
Recent Activity
Blue Owl Capital
34.37%
▲ 20.36%
2
Buy
Dec 25, 2024
XPLR Infrastructure
―
▼ 15.92%
2
Close
Dec 25, 2024
Medical Properties
51.58%
▲ 45.77%
2
Buy
Dec 25, 2024
ACM Research
―
▼ 5.78%
2
Close
Dec 25, 2024
Schwab US Dividend Equity ETF
14.05%
▲ 11.53%
2
Buy
Dec 25, 2024
Invesco S&P 500 GARP ETF
―
▲ 14.81%
2
Close
Dec 25, 2024
Oppenheimer Holdings
―
▼ 9.09%
2
Close
Dec 02, 2023
Blackstone Group
―
▼ 3.24%
2
Close
Dec 02, 2023
Viatris
―
▼ 21.41%
3
Close
Dec 02, 2023
FLEX LNG
―
▲ 49.71%
2
Close
Dec 02, 2023
T Rowe Price
―
▼ 44.12%
2
Close
Dec 02, 2023
Carlyle Group
―
▲ 42.24%
2
Close
Dec 02, 2023
Franchise Group
―
▲ 22.58%
2
Close
Aug 18, 2023
Schwab U.S. Large-Cap Growth ETF
―
▼ 30.20%
2
Close
Sep 25, 2022
AFLAC
―
▲ 13.13%
4
Close
Sep 25, 2022
Citigroup
―
▼ 30.48%
2
Close
Sep 25, 2022
Leggett & Platt
―
▲ 22.16%
5
Close
Sep 25, 2022
KeyCorp
―
▼ 23.70%
3
Close
Sep 25, 2022
Alliant Energy
―
▼ 3.53%
2
Close
Sep 25, 2022
Prudential Financial
―
▼ 6.64%
3
Close
Sep 25, 2022