New Portfolio - New Portfolio

E58FD2D8

New Portfolio
Individual Investor
Ranked #136,411 out of 764,830 TipRanks' Investors
Success Rate
58%
135 out of 231
profitable transactions
Average Return
14.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return▲ 9.03%
12-Month Return▲ 25.44%
YTD Return▲ 15.09%
Total Return▲ 21.79%

Best Trade

Opened at
Closed at-
Gain▲ 969.99%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.54%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.08%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.01%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.72%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.11%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.54%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▼ 0.08%
▲ 25.72%▲ 1.21%▲ 4.01%
▼ 4.21%▲ 2.34%▲ 1.23%
▲ 7.82%▲ 2.10%▼ 0.36%
▲ 6.02%▼ 0.89%▲ 1.72%
▼ 2.13%▲ 0.42%▲ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
0.96%
▲ 17.31%
8
Buy
Aug 09, 2024
Schlumberger
0.8%
▼ 16.33%
8
Buy
Aug 09, 2024
US Bancorp
4.05%
▲ 30.52%
15
Buy
Aug 09, 2024
Pfizer
3.79%
▼ 16.49%
14
Buy
Aug 09, 2024
Visa
5.71%
▲ 20.01%
6
Buy
Aug 09, 2024
Cisco Systems
3.62%
▲ 17.15%
9
Buy
Aug 09, 2024
Xylem
4.76%
▲ 9.27%
6
Buy
Aug 09, 2024
Eli Lilly & Co
3.1%
▲ 12.12%
4
Buy
Aug 09, 2024
JPMorgan Chase & Co.
2.6%
▲ 23.09%
5
Buy
Aug 09, 2024
Dell Technologies
1.9%
▲ 4.01%
2
Buy
Jul 30, 2024
Nvidia
2.02%
▲ 23.18%
2
Buy
Jul 30, 2024
Global X Robotics & Artificial Intelligence ETF
▲ 15.81%
8
Close
Jul 18, 2024
Centene
8.29%
▼ 10.11%
7
Buy
Jul 05, 2024
Advanced Micro Devices
1.36%
▼ 13.02%
1
Open
Jun 20, 2024
Arcadium Lithium Plc
2.62%
▲ 30.92%
3
Buy
Jun 17, 2024
Walmart
3.73%
▲ 63.65%
9
Buy
Jun 05, 2024
DuPont de Nemours
0.84%
▲ 0.63%
1
Open
May 28, 2024
Amazon
6.73%
▲ 80.15%
8
Buy
May 20, 2024
ON Semiconductor
1.83%
▼ 1.49%
8
Sell
May 17, 2024
Alphabet Class A
9%
▲ 44.18%
9
Buy
May 17, 2024