New Portfolio - New Portfolio

6630052C

New Portfolio
Individual Investor
Ranked #404,049 out of 761,825 TipRanks' Investors
Success Rate
44%
208 out of 473
profitable transactions
Average Return
1.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.84%
6-Month Return▲ 6.94%
12-Month Return▲ 24.28%
YTD Return▲ 16.34%
Total Return▲ 28.64%

Best Trade

Opened at
Closed at-
Gain▲ 182.71%

Bio

Some value, some growth......and a good dose of speculation. Good luck to all

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 6.84%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.40%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.39%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.58%
Aug 2024
▲ 7.81%
▲ 2.10%
▼ 1.72%
Sep 2024
▲ 10.14%
▲ 1.49%
▲ 1.52%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 6.84%
▼ 12.40%▼ 4.03%▼ 0.88%
▲ 11.46%▲ 5.06%▲ 1.40%
▼ 2.25%▲ 3.53%▼ 0.39%
▲ 25.72%▲ 1.21%▲ 2.45%
▼ 4.21%▲ 2.34%▲ 2.58%
▲ 7.81%▲ 2.10%▼ 1.72%
▲ 10.14%▲ 1.49%▲ 1.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nordic American Tanker
▲ 21.36%
3
Close
Nov 10, 2023
AppHarvest
▼ 74.68%
2
Close
Nov 10, 2023
Enterprise Products Partners
22.81%
▲ 53.94%
15
Buy
Jul 30, 2023
Bank OZK
4.58%
▲ 2.36%
10
Buy
Jul 30, 2023
Mondelez International
▲ 24.55%
9
Close
Jul 30, 2023
Rolls-Royce
▲ 10.14%
4
Close
Jul 30, 2023
Energy Transfer
12.87%
▲ 58.26%
3
Buy
Jul 30, 2023
ING Groep
▲ 31.13%
9
Close
Jul 15, 2023
Kenvue, Inc.
▼ 9.49%
2
Close
Jul 15, 2023
GE Healthcare Technologies Inc
▲ 0.88%
2
Close
Jul 15, 2023
Sound Group
▼ 6.27%
2
Close
Jul 15, 2023
Vector Group
▲ 4.65%
2
Close
Jul 15, 2023
Veren
▲ 4.39%
4
Close
Jul 07, 2023
Toronto Dominion Bank
▼ 9.12%
8
Close
Jun 07, 2023
Cisco Systems
▲ 3.48%
9
Close
Jun 07, 2023
Cardinal Health
▲ 56.76%
8
Close
Jun 07, 2023
Altria Group
▲ 0.55%
10
Close
Jun 07, 2023
Archer Daniels Midland
▲ 1.78%
7
Close
Jun 07, 2023
RTX
▲ 9.33%
4
Close
Jun 07, 2023
Shell
▲ 10.64%
4
Close
Jun 07, 2023