New Portfolio Jun 2022 - New Portfolio

New Portfolio Jun 2022
Individual Investor
Ranked #180,785 out of 757,311 TipRanks' Investors
Success Rate
56%
68 out of 121
profitable transactions
Average Return
9.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.23%
6-Month Return▲ 4.90%
12-Month Return▲ 6.86%
YTD Return▲ 2.63%
Total Return▲ 37.31%

Best Trade

Opened at
Closed at-
Gain▲ 114.86%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.35%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.23%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.40%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.29%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.09%
▲ 5.05%▲ 3.27%▲ 2.41%
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 3.69%
▼ 2.25%▲ 3.53%▲ 0.35%
▲ 25.76%▲ 1.21%▲ 0.23%
▼ 4.21%▲ 2.34%▲ 0.40%
▲ 1.03%▼ 0.11%▼ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
0%
▼ 5.69%
1
Open
Jul 15, 2024
Walgreens Boots Alliance
0%
▼ 23.73%
1
Open
Jun 28, 2024
Alphabet Class C
8.46%
▲ 47.56%
5
Buy
Jun 27, 2024
Marathon Oil
3.64%
▲ 6.84%
4
Buy
Jun 27, 2024
SPDR S&P 500 ETF Trust
11.12%
▲ 24.16%
3
Buy
Jun 27, 2024
Exxon Mobil
1.32%
▲ 17.90%
2
Buy
Jun 27, 2024
Enterprise Products Partners
0.17%
▲ 16.29%
2
Buy
Jun 27, 2024
Technology Select Sector SPDR Fund
5.4%
▲ 9.31%
8
Buy
Jun 27, 2024
T Mobile US
0.54%
▲ 19.40%
2
Buy
Jun 27, 2024
Alphabet Class A
3.15%
▼ 0.10%
2
Buy
Jun 27, 2024
AGNC Investment
3.74%
▲ 18.82%
6
Buy
Jun 27, 2024
Lamb Weston Holdings
0.85%
▼ 19.59%
2
Buy
Jun 27, 2024
Nvidia
1.97%
▼ 8.56%
1
Open
Jun 27, 2024
Paycom
▼ 4.34%
2
Close
Jun 26, 2024
Workday
▼ 2.70%
2
Close
Jun 06, 2024
Wells Fargo
7.27%
▲ 19.88%
2
Buy
Jun 05, 2024
Ford Motor
0.59%
▼ 2.58%
8
Buy
Jun 05, 2024
Walmart
4.58%
▲ 50.16%
3
Buy
Jun 01, 2024
Dell Technologies
2.29%
▼ 14.22%
2
Buy
Jun 01, 2024
Hertz Global
▼ 47.29%
3
Close
May 29, 2024