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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #324,239 out of 769,002 TipRanks' Investors
Success Rate
52%
80 out of 154
profitable transactions
Average Return
6.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.66%
6-Month Return▲ 1.59%
12-Month Return▲ 18.59%
YTD Return▲ 11.16%
Total Return▼ 9.84%

Best Trade

Opened at
Closed at-
Gain▲ 354.73%

Bio

I invest in growth value-oriented names. Focusing on strong fundamentals and potential breakouts with a margin of safety.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.29%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.32%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.62%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.19%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.17%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.27%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.87%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.29%
▲ 11.46%▲ 5.06%▲ 4.32%
▼ 2.25%▲ 3.53%▼ 0.62%
▲ 25.72%▲ 1.21%▲ 4.19%
▼ 4.22%▲ 2.34%▼ 0.12%
▲ 7.82%▲ 2.10%▼ 1.17%
▲ 5.70%▼ 0.89%▼ 2.27%
▲ 23.63%▲ 3.84%▲ 1.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
3.11%
▼ 5.92%
5
Open
Nov 21, 2024
Fiserv
4.86%
▼ 5.36%
3
Open
Nov 21, 2024
Walmart
4.94%
0.00%
2
Buy
Nov 21, 2024
Union Pacific
5.34%
0.00%
1
Open
Nov 21, 2024
POET Technologies
0.27%
0.00%
1
Open
Nov 21, 2024
Meta Platforms
10.07%
▲ 118.24%
5
Sell
Nov 20, 2024
Applied Materials
3.93%
▲ 79.11%
3
Open
Nov 20, 2024
SPDR Gold Shares
8.27%
0.00%
1
Open
Nov 20, 2024
Merck & Company
2.23%
0.00%
1
Open
Nov 20, 2024
Amazon
4.44%
▼ 13.99%
7
Open
Nov 18, 2024
Nextera Energy Partners
0.73%
▲ 0.31%
1
Open
Nov 18, 2024
Constellation Energy Corporation
5.63%
▲ 2.23%
1
Open
Nov 18, 2024
Microsoft
9.23%
▼ 8.69%
5
Open
Nov 17, 2024
Moderna
▲ 4.19%
6
Close
Nov 17, 2024
Qualcomm
▲ 33.34%
4
Close
Nov 17, 2024
Mosaic Co
▼ 45.46%
3
Close
Nov 17, 2024
AbbVie
▲ 10.43%
2
Close
Nov 17, 2024
Altria Group
▲ 43.86%
2
Close
Nov 17, 2024
Marathon Petroleum
▲ 49.70%
2
Close
Nov 17, 2024
NetApp
▲ 105.98%
2
Close
Nov 17, 2024