DB

1
Individual Investor
Ranked #23,604 out of 764,637 TipRanks' Investors
Success Rate
78%
334 out of 428
profitable transactions
Average Return
19.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.81%
6-Month Return▲ 7.14%
12-Month Return▲ 27.73%
YTD Return▲ 21.16%
Total Return▲ 53.01%

Best Trade

Opened at
Closed at-
Gain▲ 147.89%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.27%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.73%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.77%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.50%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.84%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.88%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.16%
▲ 11.46%▲ 5.06%▲ 3.27%
▼ 2.25%▲ 3.53%▲ 0.73%
▲ 25.72%▲ 1.21%▲ 1.77%
▼ 4.21%▲ 2.34%▲ 1.50%
▲ 7.82%▲ 2.10%▲ 1.84%
▲ 6.02%▼ 0.89%▼ 0.88%
▼ 2.57%▲ 0.42%▲ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
2.26%
▼ 7.06%
7
Buy
Nov 02, 2024
MPLX
6.31%
▲ 28.56%
29
Buy
Oct 31, 2024
Nvidia
2.09%
▲ 7.14%
8
Buy
Oct 31, 2024
Enterprise Products Partners
4.43%
▲ 4.93%
12
Buy
Oct 24, 2024
Comcast
2.68%
▲ 3.36%
13
Buy
Oct 24, 2024
Steel Dynamics
5.75%
▲ 64.55%
24
Buy
Oct 12, 2024
Essential Properties Realty
3.44%
▲ 24.49%
21
Buy
Oct 12, 2024
Coca-Cola
4.71%
▲ 9.28%
18
Buy
Oct 02, 2024
New Jersey Resources
1.98%
▼ 0.32%
5
Buy
Oct 01, 2024
Ares Capital
3.48%
▲ 6.51%
23
Buy
Oct 01, 2024
Qualcomm
7.1%
▲ 15.66%
16
Buy
Sep 27, 2024
Financial Select Sector SPDR Fund
3.22%
▲ 31.18%
14
Buy
Sep 26, 2024
SPDR Portfolio S&P 500 ETF
1.38%
▲ 16.63%
9
Buy
Sep 25, 2024
Procter & Gamble
8.25%
▲ 18.74%
25
Sell
Sep 19, 2024
RTX
7.49%
▲ 31.24%
23
Buy
Sep 19, 2024
Abbott Laboratories
7.12%
▲ 11.94%
19
Sell
Sep 19, 2024
Alphabet Class C
4.66%
▲ 31.47%
15
Buy
Sep 16, 2024
Star Bulk Carriers
0.62%
▼ 4.39%
13
Buy
Sep 09, 2024
Energy Transfer
7.68%
▲ 57.62%
48
Buy
Aug 20, 2024
Baker Hughes Company
0.96%
▲ 13.40%
8
Buy
Aug 16, 2024