tiprankstipranks

New Portfolio - New Portfolio

Georgia

New Portfolio
Individual Investor
Ranked #199,666 out of 747,498 TipRanks' Investors
Success Rate
57%
212 out of 372
profitable transactions
Average Return
6.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.10%
6-Month Return▲ 20.19%
12-Month Return▲ 20.65%
YTD Return▲ 15.57%
Total Return▲ 24.33%

Best Trade

Opened at
Closed at-
Gain▲ 387.82%

Bio

My investment portfolio consists of around 60-80 stocks, aims for long term capital appreciation, from 11 sectors in order to hedge and mitigate risks. Most companies have at least 3-year revenue growths, and at least 3 yr profit growth.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 14.79%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.86%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.57%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.55%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 14.79%
▼ 1.87%▲ 1.59%▼ 1.89%
▲ 14.08%▲ 5.22%▲ 10.86%
▲ 5.05%▲ 3.27%▲ 4.22%
▼ 12.40%▼ 4.03%▼ 4.89%
▲ 11.46%▲ 5.06%▲ 3.93%
▼ 2.25%▲ 3.53%▲ 0.57%
▲ 25.65%▲ 0.88%▲ 2.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Albemarle
8.64%
▼ 35.47%
8
Buy
Jul 05, 2024
XPeng, Inc. ADR
0.44%
▲ 9.78%
3
Open
Jun 20, 2024
Bristol-Myers Squibb
1.55%
▲ 5.48%
1
Open
Jun 20, 2024
Alphabet Class A
2.77%
▲ 1.34%
3
Open
Jun 19, 2024
Amazon
2.85%
▲ 18.03%
5
Open
Jun 19, 2024
Abbott Laboratories
2.09%
▼ 2.22%
4
Buy
Jun 17, 2024
Lennar
3.29%
▲ 54.54%
4
Buy
Jun 17, 2024
Nvidia
2.82%
▲ 210.50%
5
Sell
Jun 17, 2024
Oracle
1.15%
▲ 38.76%
3
Buy
Jun 17, 2024
Nutrien
2.21%
▼ 17.06%
5
Buy
Jun 17, 2024
Advanced Micro Devices
3.31%
▲ 24.75%
4
Buy
Jun 17, 2024
Motorola Solutions
2.53%
▲ 46.13%
3
Buy
Jun 17, 2024
Enbridge
2.29%
▲ 10.74%
5
Buy
Jun 17, 2024
Devon Energy
1.86%
▲ 4.42%
4
Buy
Jun 17, 2024
Beam Therapeutics
1.42%
▼ 14.14%
4
Buy
Jun 17, 2024
Alkermes
0.39%
▼ 2.03%
2
Buy
May 23, 2024
Zoetis
2.99%
▼ 2.25%
3
Buy
May 02, 2024
CVS Health
3.57%
▼ 12.15%
4
Buy
May 02, 2024
Intellia Therapeutics
2.09%
▼ 2.83%
4
Buy
Apr 26, 2024
Scilex Holding Company
1.27%
▲ 6.70%
3
Buy
Apr 26, 2024