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New Portfolio Jun 2022 - New Portfolio

New Portfolio Jun 2022
Individual Investor
Ranked #178,471 out of 808,802 TipRanks' Investors
Success Rate
59%
73 out of 124
profitable transactions
Average Return
17.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.68%
6-Month Return▲ 0.80%
12-Month Return▲ 7.10%
YTD Return▲ 4.19%
Total Return▲ 51.62%

Best Trade

Opened at
Closed at-
Gain▲ 158.02%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.17%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.54%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.99%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.66%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.18%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.86%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.17%
▲ 6.03%▲ 2.69%▲ 2.54%
▼ 12.86%▼ 1.27%▼ 2.99%
▼ 1.80%▼ 5.57%▼ 5.99%
▲ 1.84%▼ 0.87%▼ 2.66%
▲ 12.20%▲ 6.28%▲ 6.18%
▲ 6.24%▲ 5.14%▲ 5.84%
▲ 14.83%▲ 1.65%▲ 1.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Texas Pacific Land
0%
▼ 26.12%
1
Open
Mar 24, 2025
Marvell
0%
▲ 4.93%
1
Open
Mar 13, 2025
Marathon Oil
▲ 11.63%
5
Close
Nov 21, 2024
Conocophillips
2.81%
▼ 15.67%
1
Open
Nov 21, 2024
Broadcom
0%
▲ 69.01%
1
Open
Jul 15, 2024
Walgreens Boots Alliance
0%
▲ 0.40%
1
Open
Jun 28, 2024
Alphabet Class C
8.71%
▲ 70.07%
5
Buy
Jun 27, 2024
SPDR S&P 500 ETF Trust
11.13%
▲ 40.63%
3
Buy
Jun 27, 2024
Exxon Mobil
1.15%
▲ 17.95%
2
Buy
Jun 27, 2024
Enterprise Products Partners
0.17%
▲ 29.69%
2
Buy
Jun 27, 2024
Technology Select Sector SPDR Fund
5.74%
▲ 32.30%
8
Buy
Jun 27, 2024
T Mobile US
0.56%
▲ 39.30%
2
Buy
Jun 27, 2024
Alphabet Class A
3.25%
▲ 15.16%
2
Buy
Jun 27, 2024
AGNC Investment
2.99%
▲ 17.25%
6
Buy
Jun 27, 2024
Lamb Weston Holdings
0.6%
▼ 37.61%
2
Buy
Jun 27, 2024
Nvidia
2.63%
▲ 39.57%
1
Open
Jun 27, 2024
Paycom
▼ 4.34%
2
Close
Jun 26, 2024
Workday
▼ 2.70%
2
Close
Jun 06, 2024
Wells Fargo
9.44%
▲ 80.35%
2
Buy
Jun 05, 2024
Ford Motor
0.55%
▲ 0.27%
8
Buy
Jun 05, 2024