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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Asset
Exxon Mobil (XOM)
Opened at
Sep 24, 2021
Closed at
-
Gain
▲ 123.07%
Bio
Just my Portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
TGT
Target
―
▲ 4.31%
7
Close
Aug 26, 2024
BBY
Best Buy Co
―
▲ 33.31%
6
Close
Aug 26, 2024
DLR
Digital Realty
―
▲ 46.65%
7
Close
Aug 26, 2024
NVO
Novo Nordisk
―
▲ 0.74%
2
Close
Aug 26, 2024
WPC
W. P. Carey Inc.
―
▼ 9.98%
5
Close
May 15, 2024
JNJ
Johnson & Johnson
―
▼ 0.98%
6
Close
May 15, 2024
NEE
NextEra Energy
―
▲ 3.02%
5
Close
May 15, 2024
LEG
Leggett & Platt
―
▼ 59.02%
2
Close
May 15, 2024
STLA
Stellantis
0.18%
▼ 40.85%
1
Open
May 15, 2024
MC
LVMH Moet Hennessy Louis Vuitton
0.2%
▼ 22.56%
1
Open
May 15, 2024
ASML
ASML Holding
0.19%
▼ 27.91%
1
Open
May 15, 2024
RMS
Hermes International
0.25%
▼ 8.97%
1
Open
May 15, 2024
SNPS
Synopsys
0.24%
▼ 10.65%
1
Open
May 15, 2024
OKE
Oneok
0.4%
▲ 67.52%
4
Buy
Feb 05, 2024
RIO
Rio Tinto
0.36%
▲ 20.29%
5
Buy
Feb 05, 2024
MO
Altria Group
0.52%
▲ 43.21%
5
Buy
Feb 05, 2024
ABR
Arbor Realty
0.43%
▲ 23.79%
4
Buy
Feb 05, 2024
PEP
PepsiCo
―
▼ 2.33%
5
Close
Nov 13, 2023
UNP
Union Pacific
―
▲ 3.01%
5
Close
Nov 13, 2023
LOW
Lowe's
―
▲ 2.25%
6
Close
Nov 13, 2023
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