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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #157,040 out of 747,498 TipRanks' Investors
Success Rate
61%
124 out of 204
profitable transactions
Average Return
5.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.02%
6-Month Return▲ 9.08%
12-Month Return▲ 16.77%
YTD Return▲ 9.86%
Total Return▼ 11.33%

Best Trade

AssetCSR Limited (CSR)
Opened at
Closed at
Gain▲ 76.47%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 7.59%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.87%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.00%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 3.40%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.59%
▼ 1.87%▲ 1.59%▲ 0.14%
▲ 14.08%▲ 5.22%▲ 0.75%
▲ 5.05%▲ 3.27%▲ 4.87%
▼ 12.40%▼ 4.03%▼ 0.38%
▲ 11.46%▲ 5.06%▲ 1.83%
▼ 2.25%▲ 3.53%▼ 1.00%
▲ 29.87%▲ 0.88%▲ 3.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
A1M
AIC Mines Limited
―
▼ 27.72%
2
Close
Jul 21, 2024
BEN
Bendigo & Adelaide Bank Ltd.
4.58%
0.00%
1
Open
Jul 21, 2024
BXSL
Blackstone Secured Lending Fund
―
▲ 25.94%
4
Close
Jul 20, 2024
GSBD
Goldman Sachs BDC
―
▲ 8.84%
5
Close
Jul 20, 2024
ACRE
Ares Commercial
4.31%
▼ 22.58%
2
Sell
Jul 20, 2024
CCLD
CareCloud
―
▼ 36.79%
2
Close
Jul 20, 2024
GSBDX
Goldman Sachs Small Cap Growth Fund Class A
―
▲ 3.44%
2
Close
Jul 20, 2024
COY
Coppermoly Limited
―
0.00%
2
Close
Jul 16, 2024
GBDC
Golub Capital Bdc
―
▼ 0.71%
4
Close
Jul 15, 2024
SHA
Shape Australia Corporation Limited
0.89%
▲ 16.02%
2
Buy
Jul 15, 2024
CLCO
Cool Company Ltd
―
▼ 2.81%
2
Close
Jul 15, 2024
BGL
Bellevue Gold Limited
―
▲ 11.56%
2
Close
Jul 15, 2024
BIS
Bisalloy Steel Group Ltd
5.6%
▲ 12.95%
2
Buy
Jul 15, 2024
GNC
Graincorp Limited Class A
6.5%
▲ 0.34%
2
Buy
Jul 15, 2024
RHI
Red Hill Iron Limited
2.09%
▲ 2.74%
2
Buy
Jul 15, 2024
UMC
United Micro
―
▼ 2.65%
2
Close
Jul 15, 2024
BACHY
Bank of China
―
▲ 7.78%
2
Close
Jul 15, 2024
BBDC
Barings BDC
―
▲ 8.59%
7
Close
Jul 14, 2024
DX
Dynex Capital
―
▲ 7.07%
3
Close
Jul 14, 2024
ORC
Orchid Island Capital
―
▲ 21.38%
9
Close
Jul 14, 2024