tiprankstipranks

stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #66,811 out of 775,923 TipRanks' Investors
Success Rate
71%
275 out of 386
profitable transactions
Average Return
10.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.01%
6-Month Return▲ 40.35%
12-Month Return▲ 58.64%
YTD Return▲ 57.77%
Total Return▲ 75.59%

Best Trade

Opened at
Closed at-
Gain▲ 106.40%

Bio

Looking out for robust finance, tech, and pharma dividend stocks.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 11.07%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.91%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 20.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.80%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.05%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 4.29%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.64%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.11%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 11.07%
▼ 2.25%▲ 3.53%▼ 4.91%
▲ 25.71%▲ 1.21%▲ 20.44%
▼ 4.22%▲ 2.34%▲ 3.80%
▲ 7.82%▲ 2.10%▲ 2.05%
▲ 5.38%▼ 0.89%▲ 4.29%
▲ 43.22%▲ 5.96%▲ 6.64%
▲ 3.34%▼ 1.56%▼ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock
10.6%
▲ 48.49%
12
Buy
Dec 19, 2024
Oaktree Specialty Lending
▼ 13.59%
3
Close
Dec 18, 2024
Golub Capital Bdc
7.77%
▲ 0.20%
4
Buy
Dec 18, 2024
Palantir Technologies
▲ 7.31%
2
Close
Dec 13, 2024
Oracle
3.28%
▲ 18.13%
2
Buy
Dec 10, 2024
Adobe
▼ 1.07%
2
Close
Dec 10, 2024
CVS Health
2.17%
▼ 29.25%
13
Buy
Dec 03, 2024
American Tower
1.39%
▼ 10.09%
7
Buy
Dec 03, 2024
VanEck Semiconductor UCITS ETF Accum A USD
4.21%
▲ 10.26%
13
Buy
Nov 27, 2024
iShares Global Energy ETF
3.26%
▼ 9.25%
6
Buy
Nov 26, 2024
Truist Financial
▼ 0.15%
2
Close
Nov 20, 2024
Pfizer
▼ 7.69%
9
Close
Nov 15, 2024
Dominion Energy
2.21%
▼ 5.83%
1
Open
Nov 15, 2024
AbbVie
1.58%
▲ 29.32%
13
Sell
Nov 14, 2024
Star Bulk Carriers
▼ 7.69%
4
Close
Nov 13, 2024
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
1.12%
▲ 9.48%
9
Buy
Nov 13, 2024
Global X Clean Water ETF
0.9%
▲ 6.76%
11
Buy
Nov 13, 2024
SPDR S&P 500 ETF Trust
2.51%
▲ 6.13%
5
Buy
Nov 13, 2024
International Business Machines
5.75%
▲ 84.31%
5
Sell
Oct 25, 2024
Unilever
▼ 1.89%
2
Close
Oct 25, 2024