tiprankstipranks

New Portfolio - New Portfolio

Larry B

New Portfolio
Individual Investor
Ranked #23,916 out of 747,498 TipRanks' Investors
Success Rate
65%
199 out of 308
profitable transactions
Average Return
47.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.36%
6-Month Return▲ 19.92%
12-Month Return▲ 28.56%
YTD Return▲ 21.85%
Total Return▲ 120.01%

Best Trade

Opened at
Closed at-
Gain▲ 1779.66%

Bio

Dividends with growth

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.09%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.10%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.96%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.78%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.09%
▼ 1.87%▲ 1.59%▲ 1.31%
▲ 14.08%▲ 5.22%▲ 4.72%
▲ 5.05%▲ 3.27%▲ 3.10%
▼ 12.40%▼ 4.03%▼ 5.38%
▲ 11.46%▲ 5.06%▲ 13.46%
▼ 2.25%▲ 3.53%▲ 1.96%
▲ 25.65%▲ 0.88%▲ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ServiceNow
1.65%
▲ 154.69%
4
Buy
Jun 21, 2024
Nike
0.9%
▼ 13.87%
4
Sell
Jun 21, 2024
Amgen
1.99%
▲ 61.10%
5
Buy
Jun 21, 2024
Apollo Global Management
2.57%
▲ 278.91%
3
Buy
Jun 21, 2024
American Tower
0.91%
▲ 33.09%
3
Buy
Jun 21, 2024
CVS Health
1.2%
▲ 0.33%
6
Sell
Jun 21, 2024
Johnson & Johnson
1.29%
▲ 19.09%
5
Buy
Jun 21, 2024
Ares Capital
0.75%
▲ 50.08%
2
Buy
Jun 21, 2024
BlackRock
1.15%
▲ 87.64%
3
Buy
Jun 21, 2024
Broadridge Financial Solutions
2.01%
▲ 75.81%
4
Buy
Jun 21, 2024
Berkshire Hathaway B
2.92%
▲ 78.20%
5
Buy
Jun 21, 2024
United Parcel
0.91%
▲ 12.88%
5
Buy
Jun 21, 2024
American Express
1.19%
▲ 108.73%
4
Buy
Jun 21, 2024
Prudential Financial
1.12%
▲ 60.95%
3
Buy
Jun 21, 2024
Bristol-Myers Squibb
1.09%
▼ 10.92%
5
Buy
Jun 21, 2024
Cisco Systems
1.62%
▲ 16.15%
5
Buy
Jun 21, 2024
Alphabet Class A
3.82%
▲ 100.65%
4
Buy
Jun 21, 2024
Nvidia
6.4%
▲ 758.97%
3
Buy
Jun 21, 2024
Blackstone Group
2.09%
▲ 283.48%
3
Buy
Jun 21, 2024
CarMax
▲ 18.42%
2
Close
Jun 21, 2024