tiprankstipranks

New Portfolio - New Portfolio

JONATHAN KEEFE

New Portfolio
Individual Investor
Ranked #169,535 out of 788,370 TipRanks' Investors
Success Rate
67%
28 out of 42
profitable transactions
Average Return
16.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.36%
6-Month Return▲ 3.13%
12-Month Return▲ 28.38%
YTD Return▲ 2.44%
Total Return▲ 25.44%

Best Trade

Opened at
Closed at-
Gain▲ 185.14%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.09%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.06%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 1.15%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.18%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.49%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.02%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.22%
▼ 13.14%▲ 2.34%▲ 1.61%
▲ 2.93%▲ 2.10%▲ 1.09%
▲ 9.99%▼ 0.89%▲ 4.06%
▲ 26.03%▲ 5.96%▲ 1.15%
▲ 5.97%▼ 2.41%▼ 5.18%
▲ 5.25%▲ 2.69%▲ 3.49%
▼ 9.08%▲ 1.42%▼ 1.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ayr Wellness
▼ 80.40%
5
Close
Dec 01, 2024
Alkami Technology
0.26%
▲ 0.13%
2
Buy
Sep 15, 2024
Eaton
2.46%
▲ 84.33%
2
Buy
Sep 15, 2024
RTX
2.04%
▲ 48.84%
2
Buy
Sep 15, 2024
AbbVie
1.67%
▲ 68.29%
2
Buy
Sep 15, 2024
Mustang Bio
▼ 65.18%
5
Close
Sep 15, 2024
Brookfield Infrastructure
0.27%
▲ 7.81%
2
Buy
Sep 15, 2024
Texas Instruments
1.67%
▲ 21.95%
2
Buy
Sep 15, 2024
TSMC
1.64%
▲ 57.44%
2
Buy
Sep 15, 2024
Palo Alto Networks
3.16%
▲ 20.06%
2
Buy
Sep 15, 2024
CrowdStrike Holdings
3.36%
▲ 41.80%
2
Buy
Sep 15, 2024
Microsoft
6.75%
▼ 2.85%
2
Buy
Sep 15, 2024
Alibaba
1.19%
▲ 78.56%
2
Buy
Sep 15, 2024
Invesco NASDAQ 100 ETF
3.58%
▲ 16.33%
2
Buy
Sep 15, 2024
Invesco QQQ Trust
8.7%
▲ 16.35%
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
9.73%
▲ 95.62%
2
Buy
Sep 12, 2022
Lazard
2.05%
▲ 46.09%
2
Buy
Sep 12, 2022
Lyft
▼ 63.45%
2
Close
Sep 12, 2022