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New Portfolio Jun 2022 - New Portfolio

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New Portfolio Jun 2022
Individual Investor
Ranked #90,525 out of 806,423 TipRanks' Investors
Success Rate
69%
103 out of 149
profitable transactions
Average Return
13.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.74%
6-Month Return▼ 8.03%
12-Month Return▼ 1.37%
YTD Return▼ 7.05%
Total Return▲ 47.98%

Best Trade

Opened at
Closed at-
Gain▲ 133.29%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 2.75%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.37%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 6.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.24%
May 2025
▲ 6.24%
▲ 5.14%
▼ 0.47%
Jun 2025
▲ 0.39%
▲ 0.42%
▲ 2.07%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.75%
▲ 6.03%▲ 2.69%▲ 3.46%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.80%▼ 5.57%▼ 7.37%
▲ 1.83%▼ 0.87%▼ 6.26%
▲ 12.20%▲ 6.28%▲ 2.24%
▲ 6.24%▲ 5.14%▼ 0.47%
▲ 0.39%▲ 0.42%▲ 2.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
12.29%
▲ 18.44%
4
Buy
Dec 15, 2024
Starbucks
▲ 20.60%
4
Close
Dec 15, 2024
W. P. Carey Inc.
9.87%
▲ 1.80%
4
Buy
Dec 15, 2024
Target
8.91%
▼ 30.10%
3
Buy
Dec 15, 2024
Archer Daniels Midland
▲ 3.48%
2
Close
Dec 15, 2024
Realty Income
▲ 12.48%
2
Close
Dec 15, 2024
Johnson & Johnson
▼ 2.11%
2
Close
Dec 15, 2024
Merck & Company
▼ 16.32%
2
Close
Dec 15, 2024
Mondelez International
▼ 10.25%
2
Close
Dec 15, 2024
Apple
▲ 33.96%
3
Close
Feb 20, 2024
Amazon
▲ 48.96%
3
Close
Feb 20, 2024
Walt Disney
▲ 14.71%
3
Close
Feb 20, 2024
Microsoft
▲ 67.39%
3
Close
Feb 20, 2024
Unilever
▲ 16.99%
4
Close
Feb 20, 2024
Procter & Gamble
▲ 20.85%
3
Close
Feb 20, 2024
PepsiCo
▲ 4.64%
3
Close
Feb 20, 2024
AbbVie
8.32%
▲ 5.92%
3
Open
Feb 20, 2024
AbbVie
▲ 34.82%
2
Close
Feb 20, 2024
Mondelez International
▲ 26.10%
3
Close
Feb 20, 2024
Realty Income
▼ 13.82%
3
Close
Feb 20, 2024