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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #49,107 out of 769,002 TipRanks' Investors
Success Rate
75%
280 out of 376
profitable transactions
Average Return
11.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.45%
6-Month Return▲ 39.03%
12-Month Return▲ 68.93%
YTD Return▲ 59.01%
Total Return▲ 76.97%

Best Trade

Opened at
Closed at-
Gain▲ 104.32%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.07%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.91%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 20.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.80%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.05%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.19%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 7.47%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.52%
▲ 11.46%▲ 5.06%▲ 11.07%
▼ 2.25%▲ 3.53%▼ 4.91%
▲ 25.72%▲ 1.21%▲ 20.44%
▼ 4.22%▲ 2.34%▲ 3.80%
▲ 7.82%▲ 2.10%▲ 2.05%
▲ 5.70%▼ 0.89%▲ 4.19%
▲ 23.63%▲ 3.84%▲ 7.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock
9.11%
▲ 58.94%
11
Buy
Nov 20, 2024
Truist Financial
▼ 0.15%
2
Close
Nov 20, 2024
Pfizer
▼ 7.69%
9
Close
Nov 15, 2024
Dominion Energy
2.37%
▲ 0.30%
1
Open
Nov 15, 2024
AbbVie
1.52%
▲ 23.56%
13
Sell
Nov 14, 2024
Star Bulk Carriers
▼ 7.68%
4
Close
Nov 13, 2024
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
1.12%
▲ 10.64%
9
Buy
Nov 13, 2024
Global X Clean Water ETF
0.93%
▲ 10.37%
11
Buy
Nov 13, 2024
VanEck Semiconductor UCITS ETF Accum A USD
3.91%
▲ 6.22%
12
Buy
Nov 13, 2024
SPDR S&P 500 ETF Trust
2.48%
▲ 5.66%
5
Buy
Nov 13, 2024
CVS Health
2.39%
▼ 9.89%
12
Buy
Nov 05, 2024
American Tower
1.01%
▼ 0.98%
6
Buy
Nov 05, 2024
iShares Global Energy ETF
3.32%
▲ 1.64%
5
Buy
Nov 05, 2024
International Business Machines
5.63%
▲ 77.08%
5
Sell
Oct 25, 2024
Unilever
▼ 1.89%
2
Close
Oct 25, 2024
Hewlett Packard Enterprise
3.3%
▲ 8.84%
1
Open
Oct 25, 2024
KKR & Co
▲ 13.43%
7
Close
Oct 18, 2024
Daimler Truck Holding AG
▲ 15.63%
5
Close
Oct 17, 2024
Sixth Street Specialty Lending
▲ 0.17%
2
Close
Sep 23, 2024
Global Payments
▲ 1.25%
2
Close
Sep 13, 2024