tiprankstipranks

New Portfolio - New Portfolio

JONATHAN KEEFE

New Portfolio
Individual Investor
Ranked #160,398 out of 775,923 TipRanks' Investors
Success Rate
67%
28 out of 42
profitable transactions
Average Return
15.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.88%
6-Month Return▲ 8.24%
12-Month Return▲ 38.49%
YTD Return▲ 38.20%
Total Return▲ 24.43%

Best Trade

Opened at
Closed at-
Gain▲ 237.63%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.76%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.60%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.09%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 4.07%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.14%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.65%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.39%
▼ 2.25%▲ 3.53%▲ 2.76%
▲ 25.71%▲ 1.21%▲ 3.22%
▼ 4.22%▲ 2.34%▲ 1.60%
▲ 7.82%▲ 2.10%▲ 1.09%
▲ 5.38%▼ 0.89%▲ 4.07%
▲ 43.22%▲ 5.96%▲ 1.14%
▲ 3.34%▼ 1.56%▼ 3.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ayr Wellness
▼ 80.40%
5
Close
Dec 01, 2024
Alkami Technology
0.32%
▲ 25.79%
2
Buy
Sep 15, 2024
Eaton
2.75%
▲ 109.59%
2
Buy
Sep 15, 2024
RTX
1.89%
▲ 39.91%
2
Buy
Sep 15, 2024
AbbVie
1.43%
▲ 44.86%
2
Buy
Sep 15, 2024
Mustang Bio
▼ 54.84%
5
Close
Sep 15, 2024
Brookfield Infrastructure
0.26%
▲ 2.48%
2
Buy
Sep 15, 2024
Texas Instruments
1.52%
▲ 11.99%
2
Buy
Sep 15, 2024
Taiwan Semiconductor Manufacturing
1.6%
▲ 56.62%
2
Buy
Sep 15, 2024
Palo Alto Networks
3.04%
▲ 17.39%
2
Buy
Sep 15, 2024
CrowdStrike Holdings
2.95%
▲ 26.32%
2
Buy
Sep 15, 2024
Microsoft
7.1%
▲ 3.70%
2
Buy
Sep 15, 2024
Alibaba
0.67%
▲ 2.20%
2
Buy
Sep 15, 2024
Invesco NASDAQ 100 ETF
3.47%
▲ 14.51%
2
Buy
Sep 15, 2024
Invesco QQQ Trust
8.44%
▲ 14.53%
2
Buy
Sep 15, 2024
Abby
▼ 9.09%
2
Close
Jun 07, 2024
FG Group Holdings
▲ 32.95%
2
Close
Sep 12, 2022
Coinbase Global
11.33%
▲ 131.63%
2
Buy
Sep 12, 2022
Lazard
2.12%
▲ 52.02%
2
Buy
Sep 12, 2022
Lyft
▼ 63.45%
2
Close
Sep 12, 2022