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New Portfolio - New Portfolio

Geffry Salmon

New Portfolio
Individual Investor
Ranked #143,441 out of 746,803 TipRanks' Investors
Success Rate
78%
14 out of 18
profitable transactions
Average Return
20.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.04%
6-Month Return▲ 20.87%
12-Month Return▲ 26.90%
YTD Return▲ 18.81%
Total Return▲ 41.04%

Best Trade

Opened at
Closed at-
Gain▲ 79.37%

Bio

Low risk value portfolio

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
▲ 5.03%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.91%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.64%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.09%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.30%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 3.97%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.03%
▼ 1.87%▲ 1.59%▼ 0.91%
▲ 14.08%▲ 5.22%▲ 3.64%
▲ 5.05%▲ 3.27%▲ 5.09%
▼ 12.40%▼ 4.03%▼ 4.06%
▲ 11.46%▲ 5.06%▲ 5.81%
▼ 2.25%▲ 3.53%▲ 4.30%
▲ 28.20%▲ 3.18%▲ 3.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
▲ 4.68%
2
Close
Oct 29, 2021
Willis Towers Watson
▲ 7.20%
2
Close
Oct 29, 2021
Meta Platforms
9.09%
▲ 49.32%
1
Open
Oct 23, 2021
FedEx
9.09%
▲ 40.72%
1
Open
Oct 23, 2021
Apple
9.09%
▲ 60.44%
1
Open
Oct 23, 2021
Exxon Mobil
▲ 19.85%
2
Close
Oct 23, 2021
United Parcel
▲ 7.66%
2
Close
Oct 23, 2021
Nike
▲ 9.28%
2
Close
Oct 23, 2021
Vornado Realty
▲ 7.31%
2
Close
Oct 11, 2021
Procter & Gamble
▼ 0.40%
2
Close
Oct 11, 2021
Realty Income
9.09%
▼ 0.93%
1
Open
Sep 18, 2021
Johnson & Johnson
9.09%
▼ 0.34%
1
Open
Sep 18, 2021
Enterprise Products Partners
9.09%
▲ 69.58%
1
Open
Sep 18, 2021
Ventas
9.09%
▲ 5.18%
1
Open
Sep 18, 2021
Micron
9.09%
▲ 79.37%
1
Open
Sep 18, 2021
Alibaba
9.09%
▼ 46.45%
1
Open
Sep 18, 2021
Digital Realty
9.09%
▲ 14.64%
1
Open
Sep 18, 2021
Simon Property
9.09%
▲ 37.16%
1
Open
Sep 18, 2021