New Portfolio - New Portfolio

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

Opened at
Closed at
Gain▲ 119.41%

Bio

Performance

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 AverageS&P 500Investor 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
Equitable Group
3.85%
▲ 14.38%
1
Open
Aug 06, 2024
Markel
3.85%
▼ 1.63%
1
Open
Jul 25, 2024
North American Construction Group
3.85%
▲ 0.89%
1
Open
Jul 16, 2024
Boyd Group Services
3.85%
▼ 17.71%
1
Open
Jul 16, 2024
Vitalhub
3.85%
▲ 44.98%
1
Open
Jul 16, 2024
TerraVest
3.85%
▲ 36.17%
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
3.85%
▲ 19.48%
1
Open
May 11, 2024
S&P Global
3.85%
▲ 16.78%
1
Open
Apr 25, 2024
Netflix
3.85%
▲ 36.22%
1
Open
Apr 19, 2024
Salesforce
3.85%
▼ 2.08%
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
HP
▼ 3.38%
2
Close
Jan 20, 2024