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New Portfolio - New Portfolio

Michala V.

New Portfolio
Individual Investor
Ranked #156,108 out of 781,348 TipRanks' Investors
Success Rate
60%
61 out of 101
profitable transactions
Average Return
13.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.79%
6-Month Return▲ 10.78%
12-Month Return▲ 23.32%
YTD Return▲ 4.00%
Total Return▲ 17.76%

Best Trade

Opened at
Closed at-
Gain▲ 233.77%

Bio

My way to financial independence :)

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.73%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.06%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.90%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.00%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.46%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.84%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 4.00%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.73%
▲ 8.13%▲ 1.21%▲ 1.06%
▼ 13.14%▲ 2.34%▼ 1.32%
▲ 2.93%▲ 2.10%▲ 5.90%
▲ 10.00%▼ 0.89%▼ 2.00%
▲ 26.04%▲ 5.96%▲ 6.46%
▲ 5.93%▼ 2.41%▼ 2.84%
▲ 6.90%▲ 1.96%▲ 4.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Medical Properties
2.4%
▼ 57.38%
9
Buy
Aug 02, 2024
AT&T
▲ 12.73%
8
Close
Jul 17, 2024
Pfizer
▼ 13.26%
2
Close
Jul 17, 2024
Rithm Capital
▲ 41.15%
6
Close
Feb 24, 2024
Colgate-Palmolive
1.33%
▲ 4.59%
1
Open
Feb 24, 2024
Royal Caribbean
▲ 77.20%
7
Close
Nov 13, 2023
Walgreens Boots Alliance
3.73%
▼ 63.51%
8
Buy
Oct 24, 2023
Warner Bros
▼ 42.40%
2
Close
Oct 24, 2023
National Retail Properties
0.6%
▲ 22.30%
1
Open
Oct 24, 2023
Walt Disney
21.35%
▲ 4.44%
12
Buy
Sep 01, 2023
W. P. Carey Inc.
5.08%
▼ 7.99%
5
Buy
Jun 27, 2023
BARK Inc Class A
1.38%
▼ 26.38%
6
Buy
Mar 10, 2023
Alphabet Class A
9.05%
▲ 113.28%
3
Buy
Feb 24, 2023
Apple
6.73%
▲ 65.31%
2
Buy
Dec 28, 2022
Carnival
8.43%
▲ 93.49%
6
Buy
Dec 28, 2022
B&G Foods
1.35%
▼ 67.04%
6
Buy
Sep 26, 2022
Pinnacle West Capital
11.84%
▲ 38.81%
6
Buy
May 19, 2022
Exxon Mobil
6.69%
▲ 105.41%
4
Buy
May 19, 2022
AbbVie
10.22%
▲ 62.76%
3
Buy
May 19, 2022
Altria Group
6.15%
▲ 41.82%
5
Buy
May 19, 2022