tiprankstipranks
Trending News
More News >

New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #37,143 out of 821,028 TipRanks' Investors
Success Rate
78%
2146 out of 2765
profitable transactions
Average Return
29.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.78%
6-Month Return▲ 9.06%
12-Month Return▲ 11.57%
YTD Return▲ 14.76%
Total Return▲ 46.74%

Best Trade

Opened at
Closed at-
Gain▲ 918.35%

Bio

Attempt for a highly diversified portfolio with solid companies and a lot o dividends

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 1.75%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 4.29%
May 2025
▲ 2.59%
▲ 5.14%
▲ 1.69%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 0.76%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 4.42%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 0.43%
Sep 2025
▲ 1.44%
▲ 0.34%
▼ 0.12%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 1.75%
▼ 3.50%▼ 0.87%▼ 2.20%
▲ 7.77%▲ 6.28%▲ 4.29%
▲ 2.59%▲ 5.14%▲ 1.69%
▲ 22.60%▲ 2.30%▲ 0.76%
▼ 1.95%▲ 2.05%▲ 4.42%
▲ 6.01%▲ 3.56%▲ 0.43%
▲ 1.44%▲ 0.34%▼ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian National Railway
0%
0.00%
1
Open
Oct 01, 2025
Getty Realty
0%
▲ 0.76%
1
Open
Sep 23, 2025
Novo Nordisk
1.55%
▼ 21.09%
4
Buy
Sep 12, 2025
Synopsys
0%
▲ 11.57%
1
Open
Sep 11, 2025
Morgan Stanley Direct Lending Fund
▼ 8.68%
1
Open
Sep 11, 2025
Torm
▲ 24.70%
3
Close
Sep 10, 2025
Braze
0%
▼ 11.13%
4
Sell
Sep 08, 2025
Humana
▲ 36.76%
2
Close
Sep 08, 2025
DraftKings
0%
▼ 19.71%
3
Sell
Sep 08, 2025
Hercules Capital
0.63%
▼ 4.32%
1
Open
Sep 08, 2025
Starwood Property
0.47%
▼ 2.72%
1
Open
Sep 08, 2025
Novartis
▲ 75.52%
18
Close
Sep 05, 2025
Workiva
0.52%
▼ 4.98%
2
Buy
Sep 05, 2025
Pilgrim's Pride
0.53%
▼ 5.44%
3
Buy
Sep 05, 2025
Banco Santander
0.64%
▲ 7.76%
1
Open
Sep 04, 2025
Pfizer
▼ 7.97%
2
Close
Sep 02, 2025
Caterpillar
▲ 31.99%
34
Close
Aug 29, 2025
Stellantis
▼ 29.42%
5
Close
Aug 24, 2025
British American Tobacco
1.18%
▲ 48.79%
35
Buy
Aug 22, 2025
Munich Reinsurance
1.31%
▲ 46.66%
15
Buy
Aug 22, 2025