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New Portfolio - New Portfolio

PerformancePortfolio Details

JONATHAN KEEFE

New Portfolio
Individual Investor
Ranked #158,519 out of 758,358 TipRanks' Investors
Success Rate
67%
28 out of 42
profitable transactions
Average Return
11.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.99%
6-Month Return▲ 9.46%
12-Month Return▲ 72.08%
YTD Return▲ 31.58%
Total Return▲ 18.46%

Best Trade

AssetEaton (ETN)
Opened at
Closed at-
Gain▲ 199.00%

Bio

I am new to investing but can't stop wanting to learn everything. I picked dividends I want to rollover, back in to my stocks. 90% of them I will hold long term

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 10.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.60%
Aug 2024
▲ 7.84%
▲ 1.66%
▼ 0.72%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 10.98%
▲ 5.05%▲ 3.27%▲ 10.08%
▼ 12.40%▼ 4.03%▼ 5.95%
▲ 11.46%▲ 5.06%▲ 6.86%
▼ 2.25%▲ 3.53%▲ 2.59%
▲ 25.76%▲ 1.21%▲ 3.22%
▼ 4.21%▲ 2.34%▲ 1.60%
▲ 7.84%▲ 1.66%▼ 0.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ALKT
Alkami Technology
0.26%
▼ 1.71%
2
Buy
Sep 15, 2024
ETN
Eaton
2.88%
▲ 103.09%
2
Buy
Sep 15, 2024
RTX
RTX
2.08%
▲ 44.45%
2
Buy
Sep 15, 2024
AYRWF
Ayr Wellness
0.01%
▼ 42.27%
4
Buy
Sep 15, 2024
ABBV
AbbVie
1.66%
▲ 56.54%
2
Buy
Sep 15, 2024
MBIO
Mustang Bio
―
▼ 49.57%
5
Close
Sep 15, 2024
BIP
Brookfield Infrastructure
0.3%
▲ 11.01%
2
Buy
Sep 15, 2024
TXN
Texas Instruments
1.81%
▲ 22.09%
2
Buy
Sep 15, 2024
TSM
Taiwan Semiconductor Manufacturing
1.61%
▲ 44.46%
2
Buy
Sep 15, 2024
PANW
Palo Alto Networks
2.93%
▲ 7.01%
2
Buy
Sep 15, 2024
CRWD
CrowdStrike Holdings
2.43%
▼ 0.12%
2
Buy
Sep 15, 2024
MSFT
Microsoft
7.45%
▲ 2.43%
2
Buy
Sep 15, 2024
BABA
Alibaba
0.91%
▲ 18.57%
2
Buy
Sep 15, 2024
QQQM
Invesco NASDAQ 100 ETF
3.48%
▲ 7.24%
2
Buy
Sep 15, 2024
QQQ
Invesco QQQ Trust
8.46%
▲ 7.27%
2
Buy
Sep 15, 2024
ABBY
Abby
―
▼ 9.09%
2
Close
Jun 07, 2024
FGH
FG Group Holdings
―
▲ 32.95%
2
Close
Sep 12, 2022
COIN
Coinbase Global
7.77%
▲ 38.86%
2
Buy
Sep 12, 2022
LAZ
Lazard
2.17%
▲ 45.25%
2
Buy
Sep 12, 2022
LYFT
Lyft
―
▼ 63.45%
2
Close
Sep 12, 2022