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New Portfolio - New Portfolio

PerformancePortfolio Details

Larry B

New Portfolio
Individual Investor
Ranked #17,593 out of 783,619 TipRanks' Investors
Success Rate
69%
213 out of 309
profitable transactions
Average Return
64.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.50%
6-Month Return▲ 16.32%
12-Month Return▲ 40.36%
YTD Return▲ 4.50%
Total Return▲ 159.11%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1887.09%

Bio

Dividends with growth

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.94%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.36%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.61%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.15%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.12%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.43%
Dec 2024
▲ 4.87%
▲ 3.24%
▲ 4.50%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.94%
▲ 8.13%▲ 1.21%▲ 4.36%
▼ 13.14%▲ 2.34%▲ 3.36%
▲ 2.93%▲ 2.10%▲ 2.61%
▲ 9.99%▼ 0.89%▲ 1.15%
▲ 26.04%▲ 5.96%▲ 6.12%
▲ 5.93%▼ 2.41%▼ 3.43%
▲ 4.87%▲ 3.24%▲ 4.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
STZ
Constellation Brands
0.34%
▼ 25.46%
1
Open
Jul 25, 2024
UPS
United Parcel
―
▲ 6.61%
6
Close
Jul 23, 2024
NOW
ServiceNow
1.98%
▲ 243.37%
4
Buy
Jun 21, 2024
NKE
Nike
0.82%
▼ 6.31%
4
Sell
Jun 21, 2024
AMGN
Amgen
1.51%
▲ 40.19%
5
Buy
Jun 21, 2024
APO
Apollo Global Management
3.16%
▲ 443.84%
3
Buy
Jun 21, 2024
AMT
American Tower
0.71%
▲ 19.59%
3
Buy
Jun 21, 2024
CVS
CVS Health
1.04%
▼ 0.90%
6
Sell
Jun 21, 2024
JNJ
Johnson & Johnson
1.13%
▲ 19.53%
5
Buy
Jun 21, 2024
ARCC
Ares Capital
0.76%
▲ 77.63%
2
Buy
Jun 21, 2024
BLK
BlackRock
1.3%
▲ 144.68%
3
Buy
Jun 21, 2024
BR
Broadridge Financial Solutions
2.08%
▲ 109.89%
4
Buy
Jun 21, 2024
BRK.B
Berkshire Hathaway B
2.8%
▲ 93.73%
5
Buy
Jun 21, 2024
AXP
American Express
1.38%
▲ 176.04%
4
Buy
Jun 21, 2024
PRU
Prudential Financial
0.97%
▲ 61.95%
3
Buy
Jun 21, 2024
BMY
Bristol-Myers Squibb
1.34%
▲ 26.32%
5
Buy
Jun 21, 2024
CSCO
Cisco Systems
1.87%
▲ 50.58%
5
Buy
Jun 21, 2024
GOOGL
Alphabet Class A
3.82%
▲ 127.43%
4
Buy
Jun 21, 2024
NVDA
Nvidia
5.54%
▲ 808.06%
3
Buy
Jun 21, 2024
BX
Blackstone Group
2.34%
▲ 397.33%
3
Buy
Jun 21, 2024