Portfolio - New Portfolio

Kevaleva

Portfolio
Individual Investor
Ranked #345,574 out of 764,830 TipRanks' Investors
Success Rate
51%
49 out of 97
profitable transactions
Average Return
3.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.66%
6-Month Return▲ 8.53%
12-Month Return▲ 23.95%
YTD Return▲ 11.30%
Total Return▲ 15.10%

Best Trade

Opened at
Closed at-
Gain▲ 227.14%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.65%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.97%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.19%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.64%
▲ 11.46%▲ 5.06%▲ 1.65%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.72%▲ 1.21%▲ 4.97%
▼ 4.21%▲ 2.34%▲ 1.77%
▲ 7.82%▲ 2.10%▲ 2.69%
▲ 6.02%▼ 0.89%▼ 2.19%
▼ 2.13%▲ 0.42%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Charles Schwab
▲ 35.70%
2
Close
Aug 18, 2024
Sherwin-Williams Company
2.16%
▲ 25.08%
2
Buy
Jun 24, 2024
Domino's Pizza
2.48%
▼ 24.24%
4
Open
Apr 06, 2024
Celsius Holdings
0.9%
▼ 37.05%
4
Open
Apr 06, 2024
Ally Financial
▲ 2.73%
5
Close
Apr 06, 2024
Nutrien
1.45%
▲ 7.59%
5
Open
Apr 06, 2024
Diamondback
▲ 53.53%
3
Close
Apr 06, 2024
Starbucks
1.96%
▲ 12.81%
1
Open
Apr 06, 2024
Dollar General
1.39%
▼ 47.08%
1
Open
Apr 06, 2024
Elevance Health
▲ 19.18%
2
Close
Mar 28, 2024
Pioneer Natural
▲ 15.31%
2
Close
Mar 28, 2024
OneMain Holdings
▼ 4.97%
3
Close
Aug 22, 2023
Lam Research
▲ 8.83%
3
Close
Aug 22, 2023
Qualcomm
▼ 29.21%
3
Close
Aug 22, 2023
Broadcom
10.01%
▲ 227.14%
2
Sell
Aug 22, 2023
iShares Core Dividend Growth ETF
7.85%
▲ 26.75%
2
Buy
Aug 22, 2023
iShares Core S&P 500 ETF
9.95%
▲ 40.59%
2
Buy
Aug 22, 2023
Union Pacific
2.66%
▲ 15.71%
2
Buy
Aug 22, 2023
Gladstone Land
3.81%
▼ 12.78%
2
Buy
Aug 01, 2023
Schwab U.S. Broad Market ETF
2.87%
▲ 26.06%
1
Open
Aug 01, 2023