New Portfolio - New Portfolio

Michala V.

New Portfolio
Individual Investor
Ranked #202,543 out of 748,626 TipRanks' Investors
Success Rate
56%
56 out of 100
profitable transactions
Average Return
5.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.17%
6-Month Return▲ 9.84%
12-Month Return▼ 0.64%
YTD Return▲ 7.62%
Total Return▲ 5.90%

Best Trade

Opened at
Closed at
Gain▲ 146.68%

Bio

My way to financial independence :)

Performance

17.35%0-17.35%
▲ 5.14%
▲ 4.57%
▲ 5.98%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.57%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.72%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.23%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.86%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 0.26%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.98%
▼ 1.87%▲ 1.59%▼ 2.57%
▲ 14.08%▲ 5.22%▲ 6.39%
▲ 5.05%▲ 3.27%▲ 6.20%
▼ 12.40%▼ 4.03%▼ 4.72%
▲ 11.46%▲ 5.06%▲ 3.23%
▼ 2.25%▲ 3.53%▼ 0.86%
▲ 17.35%▼ 0.55%▲ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
▲ 12.74%
8
Close
Jul 17, 2024
Pfizer
▼ 13.26%
2
Close
Jul 17, 2024
Rithm Capital
▲ 41.16%
6
Close
Feb 24, 2024
Colgate-Palmolive
1.58%
▲ 13.23%
1
Open
Feb 24, 2024
Royal Caribbean
▲ 77.20%
7
Close
Nov 13, 2023
Walgreens Boots Alliance
4.14%
▼ 64.98%
8
Buy
Oct 24, 2023
Warner Bros
▼ 42.40%
2
Close
Oct 24, 2023
National Retail Properties
0.74%
▲ 32.70%
1
Open
Oct 24, 2023
Walt Disney
18.98%
▼ 15.05%
12
Buy
Sep 01, 2023
W. P. Carey Inc.
5.82%
▼ 7.05%
5
Buy
Jun 27, 2023
BARK Inc Class A
1.19%
▼ 41.72%
6
Buy
Mar 10, 2023
Medical Properties
2.13%
▼ 58.26%
8
Buy
Feb 24, 2023
Alphabet Class A
8.21%
▲ 79.70%
3
Buy
Feb 24, 2023
Apple
7.12%
▲ 61.12%
2
Buy
Dec 28, 2022
Carnival
6.16%
▲ 29.25%
6
Buy
Dec 28, 2022
B&G Foods
1.91%
▼ 60.89%
6
Buy
Sep 26, 2022
Pinnacle West Capital
12.31%
▲ 29.13%
6
Buy
May 19, 2022
Exxon Mobil
7.69%
▲ 112.92%
4
Buy
May 19, 2022
AbbVie
11.93%
▲ 68.83%
3
Buy
May 19, 2022
Altria Group
6.52%
▲ 32.01%
5
Buy
May 19, 2022