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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #38,900 out of 744,489 TipRanks' Investors
Success Rate
75%
252 out of 338
profitable transactions
Average Return
9.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.52%
6-Month Return▲ 15.00%
12-Month Return▲ 31.45%
YTD Return▲ 17.00%
Total Return▲ 30.23%

Best Trade

Opened at
Closed at-
Gain▲ 60.34%

Bio

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

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.06%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.90%
Jun 2024
▲ 8.19%
▲ 1.91%
▲ 5.10%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.49%
▼ 1.87%▲ 1.59%▲ 1.76%
▲ 14.08%▲ 5.22%▲ 7.06%
▲ 5.05%▲ 3.27%▲ 5.75%
▼ 12.40%▼ 4.03%▼ 8.52%
▲ 11.46%▲ 5.06%▲ 11.08%
▼ 2.25%▲ 3.53%▼ 4.90%
▲ 8.19%▲ 1.91%▲ 5.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enbridge
▼ 0.49%
12
Close
Jul 05, 2024
United Parcel
3.64%
0.00%
1
Open
Jul 05, 2024
Goldman Sachs BDC
▲ 1.78%
3
Close
Jul 04, 2024
Snowflake
0.76%
▲ 0.11%
1
Open
Jul 03, 2024
Opera
0.86%
▼ 1.56%
6
Buy
Jul 02, 2024
Realty Income
3.82%
▲ 1.57%
3
Buy
Jun 26, 2024
CME Group
▼ 10.56%
2
Close
Jun 24, 2024
Golub Capital Bdc
6.84%
▼ 2.56%
3
Buy
Jun 24, 2024
Main Street Capital
▲ 2.44%
2
Close
Jun 21, 2024
Metlife
▲ 4.86%
8
Close
Jun 20, 2024
Ares Capital
7.23%
▲ 16.09%
10
Buy
Jun 19, 2024
Munich Reinsurance
7.09%
▲ 33.84%
7
Sell
Jun 19, 2024
American Tower
0.52%
▼ 4.74%
4
Buy
Jun 15, 2024
Bitcoin
2.63%
▲ 5.50%
2
Buy
Jun 15, 2024
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
2.73%
▲ 7.83%
6
Buy
Jun 02, 2024
VanEck Semiconductor UCITS ETF Accum A USD
1.9%
▲ 26.98%
8
Buy
Jun 02, 2024
iShares Global Energy ETF
2.44%
▼ 2.35%
2
Buy
Jun 02, 2024
AGNC Investment
1.3%
▲ 5.58%
1
Open
May 29, 2024
Sixth Street Specialty Lending
1.3%
▲ 2.95%
1
Open
May 29, 2024
Nvidia
▲ 8.42%
11
Close
May 23, 2024