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New Portfolio - New Portfolio

PerformancePortfolio Details

Feuilletin

New Portfolio
Individual Investor
Ranked #204,110 out of 769,002 TipRanks' Investors
Success Rate
59%
108 out of 183
profitable transactions
Average Return
7.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.51%
6-Month Return▲ 6.14%
12-Month Return▲ 22.01%
YTD Return▲ 14.25%
Total Return▲ 14.77%

Best Trade

AssetOneok (OKE)
Opened at
Closed at-
Gain▲ 136.12%

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
▼ 4.22%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.65%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 21.94%
▲ 3.81%
▼ 0.03%
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%
▼ 4.22%▲ 2.34%▲ 3.31%
▲ 7.82%▲ 2.10%▲ 1.65%
▲ 5.70%▼ 0.89%▼ 1.95%
▲ 21.94%▲ 3.81%▼ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XOM
Exxon Mobil
―
▲ 73.43%
3
Close
Nov 16, 2024
RMS
Hermes International
―
▼ 11.72%
2
Close
Nov 16, 2024
SNPS
Synopsys
―
▼ 9.69%
2
Close
Nov 16, 2024
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
0.17%
▼ 44.52%
1
Open
May 15, 2024
MC
LVMH Moet Hennessy Louis Vuitton
0.18%
▼ 27.07%
1
Open
May 15, 2024
ASML
ASML Holding
0.19%
▼ 29.65%
1
Open
May 15, 2024
OKE
Oneok
0.49%
▲ 103.05%
4
Buy
Feb 05, 2024
RIO
Rio Tinto
0.34%
▲ 14.88%
5
Buy
Feb 05, 2024
MO
Altria Group
0.55%
▲ 48.82%
5
Buy
Feb 05, 2024
ABR
Arbor Realty
0.42%
▲ 24.99%
4
Buy
Feb 05, 2024
PEP
PepsiCo
―
▼ 2.33%
5
Close
Nov 13, 2023
UNP
Union Pacific
―
▲ 3.01%
5
Close
Nov 13, 2023