New Portfolio - New Portfolio

Feuilletin

New Portfolio
Individual Investor
Ranked #173,776 out of 764,637 TipRanks' Investors
Success Rate
60%
109 out of 183
profitable transactions
Average Return
7.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.16%
6-Month Return▲ 8.83%
12-Month Return▲ 25.25%
YTD Return▲ 14.07%
Total Return▲ 14.58%

Best Trade

Opened at
Closed at-
Gain▲ 123.07%

Bio

Just my Portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.76%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.80%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.65%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.89%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.26%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.89%
▲ 11.46%▲ 5.06%▲ 4.76%
▼ 2.25%▲ 3.53%▼ 0.76%
▲ 25.72%▲ 1.21%▲ 2.80%
▼ 4.21%▲ 2.34%▲ 3.31%
▲ 7.82%▲ 2.10%▲ 1.65%
▲ 6.02%▼ 0.89%▼ 1.89%
▼ 2.57%▲ 0.42%▼ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
▲ 4.31%
7
Close
Aug 26, 2024
Best Buy Co
▲ 33.31%
6
Close
Aug 26, 2024
Digital Realty
▲ 46.65%
7
Close
Aug 26, 2024
Novo Nordisk
▲ 0.74%
2
Close
Aug 26, 2024
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
0.18%
▼ 40.85%
1
Open
May 15, 2024
LVMH Moet Hennessy Louis Vuitton
0.2%
▼ 22.56%
1
Open
May 15, 2024
ASML Holding
0.19%
▼ 27.91%
1
Open
May 15, 2024
Hermes International
0.25%
▼ 8.97%
1
Open
May 15, 2024
Synopsys
0.24%
▼ 10.65%
1
Open
May 15, 2024
Oneok
0.4%
▲ 67.52%
4
Buy
Feb 05, 2024
Rio Tinto
0.36%
▲ 20.29%
5
Buy
Feb 05, 2024
Altria Group
0.52%
▲ 43.21%
5
Buy
Feb 05, 2024
Arbor Realty
0.43%
▲ 23.79%
4
Buy
Feb 05, 2024
PepsiCo
▼ 2.33%
5
Close
Nov 13, 2023
Union Pacific
▲ 3.01%
5
Close
Nov 13, 2023
Lowe's
▲ 2.25%
6
Close
Nov 13, 2023