tiprankstipranks

New Portfolio - New Portfolio

JONATHAN KEEFE

New Portfolio
Individual Investor
Ranked #104,326 out of 768,736 TipRanks' Investors
Success Rate
74%
31 out of 42
profitable transactions
Average Return
19.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.45%
6-Month Return▲ 13.03%
12-Month Return▲ 73.78%
YTD Return▲ 40.50%
Total Return▲ 26.49%

Best Trade

Opened at
Closed at-
Gain▲ 293.18%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.60%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.27%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 0.58%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.95%
▲ 11.46%▲ 5.06%▲ 6.86%
▼ 2.25%▲ 3.53%▲ 2.59%
▲ 25.72%▲ 1.21%▲ 3.22%
▼ 4.22%▲ 2.34%▲ 1.60%
▲ 7.82%▲ 2.10%▲ 1.09%
▲ 5.70%▼ 0.89%▲ 4.27%
▲ 21.94%▲ 3.81%▲ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alkami Technology
0.3%
▲ 21.57%
2
Buy
Sep 15, 2024
Eaton
2.88%
▲ 125.44%
2
Buy
Sep 15, 2024
RTX
1.91%
▲ 42.89%
2
Buy
Sep 15, 2024
Ayr Wellness
0.01%
▼ 74.93%
4
Buy
Sep 15, 2024
AbbVie
1.34%
▲ 37.42%
2
Buy
Sep 15, 2024
Mustang Bio
▼ 49.76%
5
Close
Sep 15, 2024
Brookfield Infrastructure
0.27%
▲ 12.12%
2
Buy
Sep 15, 2024
Texas Instruments
1.59%
▲ 20.50%
2
Buy
Sep 15, 2024
Taiwan Semiconductor Manufacturing
1.51%
▲ 50.26%
2
Buy
Sep 15, 2024
Palo Alto Networks
3.14%
▲ 21.95%
2
Buy
Sep 15, 2024
CrowdStrike Holdings
2.8%
▲ 23.18%
2
Buy
Sep 15, 2024
Microsoft
6.65%
▼ 0.96%
2
Buy
Sep 15, 2024
Alibaba
0.69%
▲ 8.20%
2
Buy
Sep 15, 2024
Invesco NASDAQ 100 ETF
3.31%
▲ 11.12%
2
Buy
Sep 15, 2024
Invesco QQQ Trust
8.05%
▲ 11.17%
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
12.8%
▲ 169.74%
2
Buy
Sep 12, 2022
Lazard
2.2%
▲ 60.67%
2
Buy
Sep 12, 2022
Lyft
▼ 63.45%
2
Close
Sep 12, 2022