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New Portfolio Apr 2022 - New Portfolio

A1

New Portfolio Apr 2022
Individual Investor
Ranked #123,531 out of 747,285 TipRanks' Investors
Success Rate
72%
18 out of 25
profitable transactions
Average Return
21.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.68%
6-Month Return▲ 41.80%
12-Month Return▲ 50.45%
YTD Return▲ 42.21%
Total Return▲ 57.36%

Best Trade

Opened at
Closed at-
Gain▲ 137.78%

Bio

Performance

17.48%0-17.48%
▲ 5.14%
▲ 4.57%
▲ 6.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.40%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.58%
Jun 2024
▲ 17.48%
▲ 1.55%
▲ 10.72%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.16%
▼ 1.87%▲ 1.59%▲ 1.89%
▲ 14.08%▲ 5.22%▲ 7.40%
▲ 5.05%▲ 3.27%▲ 3.01%
▼ 12.40%▼ 4.03%▲ 2.36%
▲ 11.46%▲ 5.06%▲ 11.95%
▼ 2.25%▲ 3.53%▼ 0.58%
▲ 17.48%▲ 1.55%▲ 10.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Travelers Companies
0%
▲ 30.25%
2
Sell
May 09, 2024
Marathon Digital Holdings
0%
▲ 51.12%
2
Sell
May 09, 2024
Starbucks
6.48%
▼ 1.22%
1
Open
May 09, 2024
Ethereum
5.61%
▲ 12.17%
1
Open
Apr 20, 2024
Apple
0%
▲ 35.77%
2
Sell
Apr 19, 2024
Caterpillar
2.84%
▲ 58.73%
2
Sell
Apr 19, 2024
Vanguard S&P 500 ETF
2.06%
▲ 28.38%
2
Sell
Apr 19, 2024
Riot Platforms
11.06%
▲ 14.34%
2
Buy
Apr 19, 2024
Cleanspark
10.65%
▼ 0.76%
1
Open
Apr 19, 2024
Microsoft
10.72%
▲ 56.85%
2
Sell
Jan 24, 2024
Coca-Cola
2.67%
▲ 16.02%
2
Buy
Oct 09, 2023
Procter & Gamble
1.37%
▲ 8.96%
1
Open
Apr 20, 2022
Reliance Steel
7.46%
▲ 59.11%
1
Open
Apr 20, 2022
Target
3.06%
▼ 35.05%
1
Open
Apr 20, 2022
UnitedHealth
11.55%
▲ 6.36%
1
Open
Apr 20, 2022
Tyson Foods
2.93%
▼ 33.96%
1
Open
Apr 20, 2022
Coca Cola Femsa SAB De CV
1.44%
▲ 66.37%
1
Open
Apr 20, 2022
Nomad Foods
0.74%
▼ 12.41%
1
Open
Apr 20, 2022
West Fraser Timber Co
4.86%
▼ 7.99%
1
Open
Apr 20, 2022
DR Horton
2.84%
▲ 137.78%
1
Open
Apr 20, 2022