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New Portfolio - New Portfolio

Feuilletin

New Portfolio
Individual Investor
Ranked #216,730 out of 747,498 TipRanks' Investors
Success Rate
56%
103 out of 183
profitable transactions
Average Return
5.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return▲ 12.32%
12-Month Return▲ 13.92%
YTD Return▲ 10.56%
Total Return▲ 11.06%

Best Trade

Opened at
Closed at-
Gain▲ 123.45%

Bio

Just my Portfolio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.89%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.28%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.76%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.40%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.89%
▼ 1.87%▲ 1.59%▼ 1.41%
▲ 14.08%▲ 5.22%▲ 1.99%
▲ 5.05%▲ 3.27%▲ 5.28%
▼ 12.40%▼ 4.03%▼ 1.89%
▲ 11.46%▲ 5.06%▲ 4.76%
▼ 2.25%▲ 3.53%▼ 0.76%
▲ 25.65%▲ 0.88%▲ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
W. P. Carey Inc.
▼ 9.98%
5
Close
May 15, 2024
Johnson & Johnson
▼ 0.98%
6
Close
May 15, 2024
NextEra Energy
▲ 3.02%
5
Close
May 15, 2024
Leggett & Platt
▼ 59.02%
2
Close
May 15, 2024
Stellantis
0.26%
▼ 12.74%
1
Open
May 15, 2024
LVMH Moet Hennessy Louis Vuitton
0.22%
▼ 13.84%
1
Open
May 15, 2024
Novo Nordisk
0.28%
▼ 2.32%
1
Open
May 15, 2024
ASML Holding
0.26%
▼ 4.49%
1
Open
May 15, 2024
Hermes International
0.25%
▼ 9.80%
1
Open
May 15, 2024
Synopsys
0.27%
▼ 2.94%
1
Open
May 15, 2024
Oneok
0.35%
▲ 46.49%
4
Buy
Feb 05, 2024
Rio Tinto
0.35%
▲ 14.13%
5
Buy
Feb 05, 2024
Altria Group
0.47%
▲ 28.93%
5
Buy
Feb 05, 2024
Arbor Realty
0.38%
▲ 10.86%
4
Buy
Feb 05, 2024
PepsiCo
▼ 2.33%
5
Close
Nov 13, 2023
Union Pacific
▲ 3.01%
5
Close
Nov 13, 2023
Lowe's
▲ 2.24%
6
Close
Nov 13, 2023
AGNC Investment
▲ 4.72%
2
Close
Aug 27, 2023
Domino's Pizza
▼ 14.29%
5
Close
May 14, 2023
AbbVie
0.22%
▲ 25.41%
4
Buy
Apr 10, 2023