tiprankstipranks

New Portfolio - New Portfolio

Allan Avery

New Portfolio
Individual Investor
Ranked #141,673 out of 790,959 TipRanks' Investors
Success Rate
61%
37 out of 61
profitable transactions
Average Return
15.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.63%
6-Month Return▲ 12.16%
12-Month Return▲ 17.68%
YTD Return▼ 2.65%
Total Return▲ 30.17%

Best Trade

Opened at
Closed at-
Gain▲ 199.22%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.59%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 12.49%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 2.46%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 8.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.94%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 7.23%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.70%
▲ 2.93%▲ 2.10%▲ 1.52%
▲ 10.00%▼ 0.89%▲ 2.59%
▲ 26.01%▲ 5.96%▲ 12.49%
▲ 5.75%▼ 2.41%▼ 2.46%
▲ 5.32%▲ 2.69%▲ 8.11%
▼ 12.86%▼ 1.27%▼ 2.94%
▼ 2.15%▼ 5.65%▼ 7.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
goeasy
3.57%
▼ 4.23%
1
Open
Mar 07, 2025
Alibaba
▲ 16.61%
2
Close
Jan 29, 2025
Hims & Hers Health
3.57%
▲ 31.51%
1
Open
Jan 14, 2025
ASML Holding
3.57%
▼ 5.26%
1
Open
Dec 16, 2024
Equitable Group
3.57%
▲ 3.94%
1
Open
Aug 06, 2024
Markel
3.57%
▲ 16.88%
1
Open
Jul 25, 2024
North American Construction Group
3.57%
▼ 15.27%
1
Open
Jul 16, 2024
Boyd Group Services
3.57%
▼ 8.88%
1
Open
Jul 16, 2024
Vitalhub
3.57%
▲ 23.90%
1
Open
Jul 16, 2024
TerraVest
3.57%
▲ 45.83%
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
3.57%
▲ 16.08%
1
Open
May 11, 2024
S&P Global
3.57%
▲ 18.43%
1
Open
Apr 25, 2024
Netflix
3.57%
▲ 56.15%
1
Open
Apr 19, 2024
Salesforce
3.57%
▼ 9.22%
1
Open
Apr 05, 2024
Apple
▲ 32.58%
2
Close
Mar 08, 2024