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New Portfolio - New Portfolio

PerformancePortfolio Details

Tom Van Beek

New Portfolio
Individual Investor
Ranked #35,308 out of 747,498 TipRanks' Investors
Success Rate
68%
485 out of 710
profitable transactions
Average Return
25.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.30%
6-Month Return▲ 12.57%
12-Month Return▲ 18.91%
YTD Return▲ 11.16%
Total Return▲ 98.81%

Best Trade

AssetSuncoke Energy (SXC)
Opened at
Closed at
Gain▲ 273.58%

Bio

part of my retirement plan

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 8.12%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.86%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.73%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.19%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.43%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.59%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.12%
▼ 1.87%▲ 1.59%▼ 0.86%
▲ 14.08%▲ 5.22%▲ 4.01%
▲ 5.05%▲ 3.27%▲ 4.38%
▼ 12.40%▼ 4.03%▼ 4.73%
▲ 11.46%▲ 5.06%▲ 4.19%
▼ 2.25%▲ 3.53%▲ 1.43%
▲ 25.65%▲ 0.88%▲ 2.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WKLY
SoFi Weekly Dividend ETF
―
▲ 1.80%
2
Close
Feb 20, 2024
MO
Altria Group
1.17%
▲ 56.97%
9
Buy
Jan 14, 2024
NOK
Nokia
―
▲ 2.79%
6
Close
Jan 14, 2024
QCOM
Qualcomm
1.69%
▲ 77.34%
8
Sell
Jan 14, 2024
BKE
Buckle
1.18%
▲ 19.97%
3
Buy
Jan 14, 2024
CAT
Caterpillar
1.9%
▲ 57.62%
3
Buy
Jan 14, 2024
OPTT
Ocean Power Technologies
―
▼ 80.52%
4
Close
Jan 14, 2024
ABBV
AbbVie
2.67%
▲ 75.86%
6
Buy
Jan 14, 2024
ERIC
Telefonaktiebolaget LM Ericsson
―
▼ 22.45%
5
Close
Jan 14, 2024
PFE
Pfizer
―
▼ 5.03%
9
Close
Jan 14, 2024
QQQ
Invesco QQQ Trust
2.16%
▲ 32.63%
3
Buy
Jan 14, 2024
SCHD
Schwab US Dividend Equity ETF
8.93%
▲ 14.43%
4
Buy
Jan 14, 2024
SCHY
Schwab International Dividend Equity ETF
1.27%
▲ 7.76%
6
Buy
Jan 14, 2024
GOLD
Barrick Gold
―
▲ 1.31%
4
Close
Jan 14, 2024
SWPPX
Schwab S&P 500 Index Fund- Select Shares
―
▲ 34.43%
6
Close
Jan 14, 2024
F
Ford Motor
1.34%
▲ 72.64%
9
Buy
Jan 14, 2024
MRK
Merck & Company
―
▲ 73.77%
10
Close
Jan 14, 2024
QQQJ
Invesco NASDAQ Next Gen 100 ETF
―
▼ 23.83%
3
Close
Jan 14, 2024
KEY
KeyCorp
2.27%
▲ 25.89%
11
Buy
Jan 14, 2024
FNILX
Fidelity ZERO Large Cap Index Fund
―
▲ 8.14%
3
Close
Jan 14, 2024