tiprankstipranks

New Portfolio - New Portfolio

JONATHAN KEEFE

New Portfolio
Individual Investor
Ranked #151,155 out of 781,107 TipRanks' Investors
Success Rate
69%
29 out of 42
profitable transactions
Average Return
15.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.38%
6-Month Return▲ 1.66%
12-Month Return▲ 39.20%
YTD Return▲ 1.05%
Total Return▲ 24.03%

Best Trade

Opened at
Closed at-
Gain▲ 257.94%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.76%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.15%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.96%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.05%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.76%
▲ 8.13%▲ 1.21%▲ 3.22%
▼ 13.14%▲ 2.34%▲ 1.61%
▲ 2.93%▲ 2.10%▲ 1.09%
▲ 10.00%▼ 0.89%▲ 4.06%
▲ 26.04%▲ 5.96%▲ 1.15%
▲ 5.93%▼ 2.41%▼ 4.96%
▲ 6.90%▲ 1.96%▲ 1.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ayr Wellness
▼ 80.40%
5
Close
Dec 01, 2024
Alkami Technology
0.29%
▲ 14.21%
2
Buy
Sep 15, 2024
Eaton
2.87%
▲ 114.65%
2
Buy
Sep 15, 2024
RTX
2.02%
▲ 45.47%
2
Buy
Sep 15, 2024
AbbVie
1.38%
▲ 42.87%
2
Buy
Sep 15, 2024
Mustang Bio
▼ 60.20%
5
Close
Sep 15, 2024
Brookfield Infrastructure
0.26%
▲ 2.02%
2
Buy
Sep 15, 2024
Texas Instruments
1.57%
▲ 15.32%
2
Buy
Sep 15, 2024
TSMC
1.75%
▲ 67.97%
2
Buy
Sep 15, 2024
Palo Alto Networks
2.94%
▲ 11.31%
2
Buy
Sep 15, 2024
CrowdStrike Holdings
2.94%
▲ 24.48%
2
Buy
Sep 15, 2024
Microsoft
6.88%
▲ 1.90%
2
Buy
Sep 15, 2024
Alibaba
0.68%
▲ 5.73%
2
Buy
Sep 15, 2024
Invesco NASDAQ 100 ETF
3.47%
▲ 15.35%
2
Buy
Sep 15, 2024
Invesco QQQ Trust
8.42%
▲ 15.39%
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
11.8%
▲ 145.56%
2
Buy
Sep 12, 2022
Lazard
2.14%
▲ 49.42%
2
Buy
Sep 12, 2022
Lyft
▼ 63.45%
2
Close
Sep 12, 2022