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New Portfolio - New Portfolio

PerformancePortfolio Details

Andrew D

New Portfolio
Individual Investor
Ranked #75,027 out of 775,923 TipRanks' Investors
Success Rate
69%
79 out of 115
profitable transactions
Average Return
12.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.26%
6-Month Return▲ 4.63%
12-Month Return▲ 16.67%
YTD Return▲ 15.97%
Total Return▲ 20.82%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 271.63%

Bio

I had some extra cash a few years ago and I decided to invest it. I'm all in on the stock market and so far it seems to be paying off.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.92%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.00%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.37%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.40%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.49%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.69%
Nov 2024
▼ 0.45%
▼ 1.56%
▼ 1.11%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.92%
▼ 2.25%▲ 3.53%▲ 3.00%
▲ 25.71%▲ 1.21%▲ 1.37%
▼ 4.22%▲ 2.34%▲ 2.48%
▲ 7.82%▲ 2.10%▲ 1.40%
▲ 5.38%▼ 0.89%▼ 2.49%
▲ 43.22%▲ 5.96%▲ 3.69%
▼ 0.45%▼ 1.56%▼ 1.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMH
VanEck Semiconductor ETF
0%
▼ 4.01%
1
Open
Oct 19, 2024
VYM
Vanguard High Dividend Yield Index ETF
9.58%
▲ 13.57%
5
Sell
Oct 03, 2024
FPURX
Fidelity Puritan Fund
1.88%
▲ 15.73%
2
Sell
Oct 03, 2024
FIFNX
Fidelity Founders Fund
1.79%
▲ 12.85%
3
Sell
Oct 03, 2024
SCHD
Schwab US Dividend Equity ETF
6.17%
▼ 1.99%
2
Buy
Oct 03, 2024
KO
Coca-Cola
―
▲ 24.02%
2
Close
Sep 24, 2024
GILD
Gilead Sciences
―
▲ 36.10%
2
Close
Aug 16, 2024
MSFT
Microsoft
1.73%
▲ 20.77%
3
Buy
Aug 16, 2024
FLR
Fluor
―
▲ 80.53%
3
Close
Aug 16, 2024
XLE
Energy Select Sector SPDR Fund
―
▲ 4.81%
7
Close
Aug 16, 2024
PG
Procter & Gamble
1.33%
▲ 11.34%
4
Buy
Aug 16, 2024
ASML
ASML Holding
2.8%
▼ 9.83%
3
Buy
Aug 16, 2024
ARR
ARMOUR Residential REIT
―
▲ 16.11%
2
Close
Aug 16, 2024
AMZN
Amazon
―
▲ 2.33%
2
Close
Aug 11, 2024
PRU
Prudential Financial
―
▲ 13.51%
3
Close
Aug 08, 2024
WFC
Wells Fargo
―
▲ 15.87%
2
Close
Aug 08, 2024
DXCM
Dexcom
―
▼ 13.34%
2
Close
Aug 08, 2024
PEP
PepsiCo
―
▲ 6.98%
2
Close
Aug 08, 2024
PODD
Insulet
―
▲ 4.35%
2
Close
Aug 08, 2024
HLN
Haleon PLC Sponsored ADR
0.58%
▲ 17.45%
6
Buy
Jul 10, 2024