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Portfolio - New Portfolio

Kevaleva

Portfolio
Individual Investor
Ranked #358,220 out of 769,002 TipRanks' Investors
Success Rate
52%
50 out of 97
profitable transactions
Average Return
3.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.36%
6-Month Return▲ 6.61%
12-Month Return▲ 21.23%
YTD Return▲ 11.89%
Total Return▲ 15.71%

Best Trade

Opened at
Closed at-
Gain▲ 216.85%

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
▼ 4.22%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.69%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.63%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.69%
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%
▼ 4.22%▲ 2.34%▲ 1.78%
▲ 7.82%▲ 2.10%▲ 2.69%
▲ 5.70%▼ 0.89%▼ 1.63%
▲ 23.63%▲ 3.84%▲ 0.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Charles Schwab
▲ 36.24%
2
Close
Aug 18, 2024
Sherwin-Williams Company
2.19%
▲ 24.40%
2
Buy
Jun 24, 2024
Domino's Pizza
2.55%
▼ 23.64%
4
Open
Apr 06, 2024
Celsius Holdings
0.83%
▼ 38.39%
4
Open
Apr 06, 2024
Ally Financial
▲ 2.73%
5
Close
Apr 06, 2024
Nutrien
1.34%
▲ 4.60%
5
Open
Apr 06, 2024
Diamondback
▲ 53.53%
3
Close
Apr 06, 2024
Starbucks
2%
▲ 14.95%
1
Open
Apr 06, 2024
Dollar General
1.27%
▼ 52.71%
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
9.37%
▲ 216.85%
2
Sell
Aug 22, 2023
iShares Core Dividend Growth ETF
8.02%
▲ 29.14%
2
Buy
Aug 22, 2023
iShares Core S&P 500 ETF
10.22%
▲ 45.72%
2
Buy
Aug 22, 2023
Union Pacific
2.73%
▲ 17.55%
2
Buy
Aug 22, 2023
Gladstone Land
3.34%
▼ 21.47%
2
Buy
Aug 01, 2023
Schwab U.S. Broad Market ETF
2.97%
▲ 31.20%
1
Open
Aug 01, 2023