tiprankstipranks

New Portfolio - New Portfolio

Allan Avery

New Portfolio
Individual Investor
Ranked #114,676 out of 777,818 TipRanks' Investors
Success Rate
66%
39 out of 59
profitable transactions
Average Return
19.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.36%
6-Month Return▲ 17.99%
12-Month Return▲ 32.00%
YTD Return▼ 0.22%
Total Return▲ 33.27%

Best Trade

Opened at
Closed at-
Gain▲ 269.32%

Bio

Performance

26.04%0-26.04%
▲ 5.91%
▲ 5.06%
▲ 2.78%
May 2024
▲ 9.79%
▲ 3.53%
▲ 0.57%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.92%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.52%
Sep 2024
▲ 10.03%
▼ 0.89%
▲ 2.61%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.49%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.58%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 2.78%
▲ 9.79%▲ 3.53%▲ 0.57%
▲ 8.13%▲ 1.21%▲ 5.92%
▼ 13.14%▲ 2.34%▼ 0.70%
▲ 2.93%▲ 2.10%▲ 1.52%
▲ 10.03%▼ 0.89%▲ 2.61%
▲ 26.04%▲ 5.96%▲ 12.49%
▲ 5.97%▼ 2.41%▼ 2.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
3.7%
▼ 3.04%
1
Open
Dec 16, 2024
Equitable Group
3.7%
▲ 6.59%
1
Open
Aug 06, 2024
Markel
3.7%
▲ 9.34%
1
Open
Jul 25, 2024
North American Construction Group
3.7%
▲ 15.28%
1
Open
Jul 16, 2024
Boyd Group Services
3.7%
▼ 18.26%
1
Open
Jul 16, 2024
Vitalhub
3.7%
▲ 54.74%
1
Open
Jul 16, 2024
TerraVest
3.7%
▲ 50.05%
1
Open
Jul 16, 2024
Intel
▼ 22.14%
2
Close
Jul 13, 2024
Citigroup
▲ 51.25%
2
Close
Jul 13, 2024
Chipotle
▲ 119.41%
2
Close
Jul 13, 2024
Schwab US Dividend Equity ETF
▲ 19.26%
2
Close
Jul 13, 2024
CTO Realty Growth
▲ 15.07%
2
Close
Jul 13, 2024
Howard Hughes Holdings
3.7%
▲ 19.97%
1
Open
May 11, 2024
S&P Global
3.7%
▲ 19.93%
1
Open
Apr 25, 2024
Netflix
3.7%
▲ 59.76%
1
Open
Apr 19, 2024
Salesforce
3.7%
▲ 9.99%
1
Open
Apr 05, 2024
Apple
▲ 32.58%
2
Close
Mar 08, 2024
Dropbox
▲ 3.15%
2
Close
Feb 22, 2024
Warner Bros
▼ 51.30%
2
Close
Jan 20, 2024
Adobe
▲ 60.32%
2
Close
Jan 20, 2024