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New Portfolio - New Portfolio

Larry B

New Portfolio
Individual Investor
Ranked #18,304 out of 775,913 TipRanks' Investors
Success Rate
67%
208 out of 309
profitable transactions
Average Return
62.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.53%
6-Month Return▲ 15.52%
12-Month Return▲ 39.47%
YTD Return▲ 38.84%
Total Return▲ 150.67%

Best Trade

Opened at
Closed at-
Gain▲ 2047.30%

Bio

Dividends with growth

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 13.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.94%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.36%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.61%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.20%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.12%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.43%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 13.46%
▼ 2.25%▲ 3.53%▲ 1.94%
▲ 25.71%▲ 1.21%▲ 4.36%
▼ 4.22%▲ 2.34%▲ 3.36%
▲ 7.82%▲ 2.10%▲ 2.61%
▲ 5.38%▼ 0.89%▲ 1.20%
▲ 43.22%▲ 5.96%▲ 6.12%
▲ 3.34%▼ 1.56%▼ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Brands
0.44%
▼ 7.95%
1
Open
Jul 25, 2024
United Parcel
▲ 6.61%
6
Close
Jul 23, 2024
ServiceNow
2.17%
▲ 269.98%
4
Buy
Jun 21, 2024
Nike
0.84%
▼ 7.97%
4
Sell
Jun 21, 2024
Amgen
1.42%
▲ 30.00%
5
Buy
Jun 21, 2024
Apollo Global Management
3.23%
▲ 441.53%
3
Buy
Jun 21, 2024
American Tower
0.72%
▲ 17.21%
3
Buy
Jun 21, 2024
CVS Health
0.83%
▼ 23.60%
6
Sell
Jun 21, 2024
Johnson & Johnson
1.1%
▲ 12.96%
5
Buy
Jun 21, 2024
Ares Capital
0.7%
▲ 62.16%
2
Buy
Jun 21, 2024
BlackRock
1.28%
▲ 134.90%
3
Buy
Jun 21, 2024
Broadridge Financial Solutions
2.02%
▲ 98.38%
4
Buy
Jun 21, 2024
Berkshire Hathaway B
2.77%
▲ 85.88%
5
Buy
Jun 21, 2024
American Express
1.33%
▲ 157.86%
4
Buy
Jun 21, 2024
Prudential Financial
0.97%
▲ 56.56%
3
Buy
Jun 21, 2024
Bristol-Myers Squibb
1.33%
▲ 21.12%
5
Buy
Jun 21, 2024
Cisco Systems
1.85%
▲ 44.74%
5
Buy
Jun 21, 2024
Alphabet Class A
3.67%
▲ 116.72%
4
Buy
Jun 21, 2024
Nvidia
6.35%
▲ 881.28%
3
Buy
Jun 21, 2024
Blackstone Group
2.31%
▲ 377.91%
3
Buy
Jun 21, 2024