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New Portfolio - New Portfolio

PerformancePortfolio Details

Larry B

New Portfolio
Individual Investor
Ranked #18,583 out of 769,002 TipRanks' Investors
Success Rate
68%
211 out of 309
profitable transactions
Average Return
60.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.60%
6-Month Return▲ 29.90%
12-Month Return▲ 48.37%
YTD Return▲ 38.60%
Total Return▲ 150.24%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 2225.68%

Bio

Dividends with growth

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.96%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.36%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.63%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.41%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.13%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.38%
▲ 11.46%▲ 5.06%▲ 13.46%
▼ 2.25%▲ 3.53%▲ 1.96%
▲ 25.72%▲ 1.21%▲ 4.36%
▼ 4.22%▲ 2.34%▲ 3.36%
▲ 7.82%▲ 2.10%▲ 2.63%
▲ 5.70%▼ 0.89%▲ 1.41%
▲ 23.63%▲ 3.84%▲ 3.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
STZ
Constellation Brands
0.46%
▼ 3.05%
1
Open
Jul 25, 2024
UPS
United Parcel
―
▲ 6.61%
6
Close
Jul 23, 2024
NOW
ServiceNow
2.09%
▲ 246.84%
4
Buy
Jun 21, 2024
NKE
Nike
0.83%
▼ 12.70%
4
Sell
Jun 21, 2024
AMGN
Amgen
1.57%
▲ 42.09%
5
Buy
Jun 21, 2024
APO
Apollo Global Management
3.13%
▲ 415.75%
3
Buy
Jun 21, 2024
AMT
American Tower
0.8%
▲ 28.15%
3
Buy
Jun 21, 2024
CVS
CVS Health
1.08%
▼ 2.13%
6
Sell
Jun 21, 2024
JNJ
Johnson & Johnson
1.19%
▲ 18.76%
5
Buy
Jun 21, 2024
ARCC
Ares Capital
0.71%
▲ 61.67%
2
Buy
Jun 21, 2024
BLK
BlackRock
1.28%
▲ 132.82%
3
Buy
Jun 21, 2024
BR
Broadridge Financial Solutions
2.04%
▲ 97.10%
4
Buy
Jun 21, 2024
BRK.B
Berkshire Hathaway B
2.89%
▲ 92.29%
5
Buy
Jun 21, 2024
AXP
American Express
1.31%
▲ 148.42%
4
Buy
Jun 21, 2024
PRU
Prudential Financial
1.04%
▲ 64.91%
3
Buy
Jun 21, 2024
BMY
Bristol-Myers Squibb
1.36%
▲ 22.28%
5
Buy
Jun 21, 2024
CSCO
Cisco Systems
1.82%
▲ 42.21%
5
Buy
Jun 21, 2024
GOOGL
Alphabet Class A
3.22%
▲ 99.02%
4
Buy
Jun 21, 2024
NVDA
Nvidia
6.94%
▲ 962.77%
3
Buy
Jun 21, 2024
BX
Blackstone Group
2.63%
▲ 417.61%
3
Buy
Jun 21, 2024