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New Portfolio Jun 2022 - New Portfolio

D5BE7AF1

New Portfolio Jun 2022
Individual Investor
Ranked #115,509 out of 858,889 TipRanks' Investors
Success Rate
69%
103 out of 149
profitable transactions
Average Return
15.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.20%
6-Month Return▲ 14.85%
12-Month Return▲ 26.32%
YTD Return▲ 8.09%
Total Return▲ 74.03%

Best Trade

Opened at
Closed at-
Gain▲ 146.74%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.80%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.28%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.90%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.58%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.80%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 5.89%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.98%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.34%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.80%
▲ 10.96%▲ 2.38%▲ 4.28%
▼ 3.68%▲ 0.19%▲ 2.90%
▼ 0.10%▲ 0.08%▲ 0.58%
▲ 4.06%▲ 1.47%▲ 2.80%
▼ 1.12%▼ 0.86%▲ 5.89%
▲ 0.60%▼ 4.94%▼ 2.98%
▲ 4.89%▲ 4.48%▲ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
15.27%
▲ 43.87%
4
Buy
Dec 15, 2024
Starbucks
▲ 20.60%
4
Close
Dec 15, 2024
W. P. Carey Inc.
10.78%
▲ 15.17%
4
Buy
Dec 15, 2024
Target
10.04%
▼ 14.85%
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
8.84%
▲ 12.97%
3
Open
Feb 20, 2024
AbbVie
▲ 34.81%
2
Close
Feb 20, 2024
Mondelez International
▲ 26.10%
3
Close
Feb 20, 2024
Realty Income
▼ 13.82%
3
Close
Feb 20, 2024