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Portfolio - New Portfolio

Kevaleva

Portfolio
Individual Investor
Ranked #353,951 out of 775,923 TipRanks' Investors
Success Rate
52%
50 out of 97
profitable transactions
Average Return
3.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.77%
6-Month Return▲ 6.61%
12-Month Return▲ 10.68%
YTD Return▲ 10.05%
Total Return▲ 13.81%

Best Trade

Opened at
Closed at-
Gain▲ 328.53%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.65%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.97%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.69%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.71%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.11%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.81%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.65%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.71%▲ 1.21%▲ 4.97%
▼ 4.22%▲ 2.34%▲ 1.78%
▲ 7.82%▲ 2.10%▲ 2.69%
▲ 5.38%▼ 0.89%▼ 1.71%
▲ 43.22%▲ 5.96%▲ 4.11%
▲ 3.34%▼ 1.56%▼ 4.81%

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
1.95%
▲ 15.63%
2
Buy
Jun 24, 2024
Domino's Pizza
2.4%
▼ 24.40%
4
Open
Apr 06, 2024
Celsius Holdings
0.76%
▼ 38.67%
4
Open
Apr 06, 2024
Ally Financial
▲ 2.73%
5
Close
Apr 06, 2024
Nutrien
1.26%
▲ 3.80%
5
Open
Apr 06, 2024
Diamondback
▲ 53.53%
3
Close
Apr 06, 2024
Starbucks
1.73%
▲ 2.91%
1
Open
Apr 06, 2024
Dollar General
1.29%
▼ 50.69%
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
12.43%
▲ 328.53%
2
Sell
Aug 22, 2023
iShares Core Dividend Growth ETF
7.6%
▲ 26.50%
2
Buy
Aug 22, 2023
iShares Core S&P 500 ETF
10.02%
▲ 46.20%
2
Buy
Aug 22, 2023
Union Pacific
2.55%
▲ 14.56%
2
Buy
Aug 22, 2023
Gladstone Land
2.94%
▼ 29.84%
2
Buy
Aug 01, 2023
Schwab U.S. Broad Market ETF
2.9%
▲ 31.32%
1
Open
Aug 01, 2023