Core Stocks - New Portfolio

Keith Hugenberg

Core Stocks
Individual Investor
Ranked #22,489 out of 766,001 TipRanks' Investors
Success Rate
76%
165 out of 216
profitable transactions
Average Return
31.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.04%
6-Month Return▲ 9.67%
12-Month Return▲ 28.30%
YTD Return▲ 16.30%
Total Return▲ 50.47%

Best Trade

Opened at
Closed at-
Gain▲ 818.04%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.66%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.78%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.03%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.72%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.31%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.57%
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▼ 0.66%
▲ 25.72%▲ 1.21%▲ 3.78%
▼ 4.22%▲ 2.34%▲ 1.16%
▲ 7.82%▲ 2.10%▲ 3.03%
▲ 6.02%▼ 0.89%▼ 1.72%
▲ 5.59%▲ 5.20%▲ 4.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
0.81%
▲ 19.92%
3
Buy
Jul 08, 2024
Nike
0.86%
▼ 15.48%
3
Buy
Jul 08, 2024
Starbucks
0.89%
▲ 29.83%
2
Buy
Jul 08, 2024
Johnson & Johnson
0.99%
▲ 3.89%
3
Buy
Jul 08, 2024
The Hershey Company
0.8%
▼ 10.68%
3
Buy
Jul 08, 2024
American Tower
0.82%
▼ 0.18%
3
Buy
Jul 08, 2024
Avis Budget
0.59%
▼ 22.34%
2
Buy
Jul 08, 2024
Cisco Systems
0.73%
▲ 29.40%
3
Buy
Jul 08, 2024
CVS Health
0.69%
▼ 16.47%
4
Buy
Jul 08, 2024
Chevron
0.82%
▲ 12.76%
2
Buy
Jul 08, 2024
Boeing
0.69%
▼ 13.85%
3
Buy
Jul 08, 2024
CSX
0.74%
▲ 18.49%
2
Buy
Jul 08, 2024
Warner Bros
1.04%
▼ 10.26%
4
Buy
Jul 08, 2024
Alibaba
1.33%
▲ 18.10%
3
Buy
Jul 08, 2024
Devon Energy
0.51%
▼ 15.90%
3
Buy
Jul 08, 2024
General Mills
0.6%
▲ 5.22%
2
Buy
Jul 08, 2024
Deere
0.98%
▲ 5.68%
3
Buy
Jul 08, 2024
Yum China Holdings
1.4%
▲ 29.30%
3
Buy
Jul 08, 2024
Intel
0.71%
▼ 26.49%
2
Buy
Jul 08, 2024
Anheuser-Busch Inbev Sa
0.62%
▼ 3.25%
2
Buy
Jul 08, 2024