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New Portfolio
- New Portfolio
Performance
Portfolio Details
Allan Avery
New Portfolio
Individual Investor
Ranked #132,989 out of 753,381 TipRanks' Investors
Success Rate
64%
37 out of 58
profitable transactions
Average Return
12.95%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 1.86%
6-Month Return
▲ 7.26%
12-Month Return
▲ 31.23%
YTD Return
▲ 14.54%
Total Return
▲ 17.41%
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
25.76%
0
-25.76%
▼ 1.87%
▲ 1.59%
▼ 0.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.95%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.39%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.57%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.92%
Jul 2024
▼ 5.09%
▲ 0.98%
▼ 0.36%
Aug 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 1.87%
▲ 1.59%
▼ 0.14%
▲ 14.08%
▲ 5.22%
▲ 6.95%
▲ 5.05%
▲ 3.27%
▲ 4.39%
▼ 12.40%
▼ 4.03%
▼ 5.81%
▲ 11.46%
▲ 5.06%
▲ 2.78%
▼ 2.25%
▲ 3.53%
▲ 0.57%
▲ 25.76%
▲ 1.21%
▲ 5.92%
▼ 5.09%
▲ 0.98%
▼ 0.36%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EQB
Equitable Group
3.85%
▲ 4.46%
1
Open
Aug 06, 2024
MKL
Markel
3.85%
▲ 0.27%
1
Open
Jul 25, 2024
NOA
North American Construction Group
3.85%
▼ 4.78%
1
Open
Jul 16, 2024
BYD
Boyd Group Services
3.85%
▼ 14.14%
1
Open
Jul 16, 2024
VHI
Vitalhub
3.85%
▲ 20.93%
1
Open
Jul 16, 2024
TVK
TerraVest
3.85%
▲ 23.87%
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
―
▲ 19.27%
2
Close
Jul 13, 2024
CTO
CTO Realty Growth
―
▲ 15.07%
2
Close
Jul 13, 2024
HHH
Howard Hughes Holdings
3.85%
▲ 18.21%
1
Open
May 11, 2024
SPGI
S&P Global
3.85%
▲ 20.73%
1
Open
Apr 25, 2024
NFLX
Netflix
3.85%
▲ 23.73%
1
Open
Apr 19, 2024
CRM
Salesforce
3.85%
▼ 12.42%
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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