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Mike - New Portfolio

Mike

Mike
Individual Investor
Ranked #79,265 out of 747,498 TipRanks' Investors
Success Rate
57%
116 out of 203
profitable transactions
Average Return
26.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.31%
6-Month Return▲ 10.87%
12-Month Return▲ 18.43%
YTD Return▲ 11.47%
Total Return▲ 70.25%

Best Trade

Opened at
Closed at-
Gain▲ 829.90%

Bio

Longterm retirement portfolio.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.64%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.56%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.16%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.93%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.72%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.17%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.88%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.64%
▼ 1.87%▲ 1.59%▲ 0.56%
▲ 14.08%▲ 5.22%▲ 5.16%
▲ 5.05%▲ 3.27%▲ 3.93%
▼ 12.40%▼ 4.03%▼ 4.72%
▲ 11.46%▲ 5.06%▲ 2.26%
▼ 2.25%▲ 3.53%▲ 2.17%
▲ 25.65%▲ 0.88%▲ 1.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Encore Wire
▲ 48.54%
2
Close
Jul 03, 2024
Stoneco
▼ 28.05%
2
Close
Jun 12, 2024
General Motors
0.16%
▲ 8.92%
5
Open
May 07, 2024
CVS Health
▼ 20.31%
6
Close
May 06, 2024
Intel
▼ 30.67%
3
Close
May 06, 2024
Coca-Cola
▲ 0.70%
2
Close
May 06, 2024
Chevron
▼ 4.42%
3
Close
May 06, 2024
Cardinal Health
▼ 6.92%
2
Close
May 06, 2024
GE Vernova Inc.
0.29%
▼ 3.43%
1
Open
May 06, 2024
Stellantis
▲ 12.06%
2
Close
May 02, 2024
Nucor
▲ 15.17%
2
Close
Apr 23, 2024
Mastercard
0.11%
▲ 7.17%
4
Open
Apr 22, 2024
Occidental Petroleum
▼ 0.84%
2
Close
Feb 29, 2024
Nvidia
16.45%
▲ 348.54%
3
Buy
Jan 18, 2024
Ares Capital
1.74%
▲ 16.27%
2
Buy
Dec 30, 2023
KLA
0.92%
▲ 31.74%
1
Open
Dec 30, 2023
FedEx
▲ 4.02%
2
Close
Dec 29, 2023
United Rentals
▲ 47.67%
2
Close
Dec 29, 2023
Wabash National
▼ 1.87%
3
Close
Dec 28, 2023
Johnson & Johnson
2.94%
▲ 12.50%
5
Sell
Dec 15, 2023