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New Portfolio
- New Portfolio
Performance
Portfolio Details
Allan Avery
New Portfolio
Individual Investor
Ranked #137,527 out of 764,637 TipRanks' Investors
Success Rate
64%
37 out of 58
profitable transactions
Average Return
14.57%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 2.30%
6-Month Return
▲ 11.67%
12-Month Return
▲ 34.99%
YTD Return
▲ 19.46%
Total Return
▲ 22.45%
Best Trade
Asset
Chipotle (CMG)
Opened at
Jul 11, 2022
Closed at
Jul 15, 2024
Gain
▲ 119.41%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.57%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.92%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.71%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.51%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.78%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.32%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 5.81%
▲ 11.46%
▲ 5.06%
▲ 2.78%
▼ 2.25%
▲ 3.53%
▲ 0.57%
▲ 25.72%
▲ 1.21%
▲ 5.92%
▼ 4.21%
▲ 2.34%
▼ 0.71%
▲ 7.82%
▲ 2.10%
▲ 1.51%
▲ 6.02%
▼ 0.89%
▲ 2.78%
▼ 2.13%
▲ 0.42%
▲ 0.32%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EQB
Equitable Group
3.85%
▲ 14.38%
1
Open
Aug 06, 2024
MKL
Markel
3.85%
▼ 1.63%
1
Open
Jul 25, 2024
NOA
North American Construction Group
3.85%
▲ 0.89%
1
Open
Jul 16, 2024
BYD
Boyd Group Services
3.85%
▼ 17.71%
1
Open
Jul 16, 2024
VHI
Vitalhub
3.85%
▲ 44.98%
1
Open
Jul 16, 2024
TVK
TerraVest
3.85%
▲ 36.17%
1
Open
Jul 16, 2024
INTC
Intel
―
▼ 22.14%
2
Close
Jul 13, 2024
C
Citigroup
―
▲ 51.25%
2
Close
Jul 13, 2024
CMG
Chipotle
―
▲ 119.41%
2
Close
Jul 13, 2024
SCHD
Schwab US Dividend Equity ETF
―
▲ 19.26%
2
Close
Jul 13, 2024
CTO
CTO Realty Growth
―
▲ 15.07%
2
Close
Jul 13, 2024
HHH
Howard Hughes Holdings
3.85%
▲ 19.48%
1
Open
May 11, 2024
SPGI
S&P Global
3.85%
▲ 16.78%
1
Open
Apr 25, 2024
NFLX
Netflix
3.85%
▲ 36.22%
1
Open
Apr 19, 2024
CRM
Salesforce
3.85%
▼ 2.08%
1
Open
Apr 05, 2024
AAPL
Apple
―
▲ 32.58%
2
Close
Mar 08, 2024
DBX
Dropbox
―
▲ 3.15%
2
Close
Feb 22, 2024
WBD
Warner Bros
―
▼ 51.30%
2
Close
Jan 20, 2024
ADBE
Adobe
―
▲ 60.32%
2
Close
Jan 20, 2024
HPQ
HP
―
▼ 3.38%
2
Close
Jan 20, 2024
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