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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #35,885 out of 833,192 TipRanks' Investors
Success Rate
77%
2176 out of 2823
profitable transactions
Average Return
32.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.13%
6-Month Return▲ 10.45%
12-Month Return▲ 18.26%
YTD Return▲ 18.14%
Total Return▲ 51.06%

Best Trade

Opened at
Closed at-
Gain▲ 943.35%

Bio

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

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.69%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.82%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.42%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.41%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.08%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.95%
Nov 2025
▼ 0.06%
▼ 0.12%
▼ 0.08%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.29%
▲ 9.25%▲ 5.14%▲ 1.69%
▲ 7.60%▲ 2.30%▲ 0.82%
▲ 2.76%▲ 2.05%▲ 4.42%
▲ 12.88%▲ 3.56%▲ 0.41%
▲ 10.96%▲ 2.38%▼ 0.08%
▼ 3.57%▲ 0.19%▲ 2.95%
▼ 0.06%▼ 0.12%▼ 0.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
0%
▲ 6.99%
1
Open
Dec 18, 2025
Alarm
0.15%
▲ 0.36%
1
Open
Dec 17, 2025
Allstate
0.22%
▼ 1.95%
1
Open
Dec 17, 2025
RTX
0%
▲ 46.81%
2
Sell
Dec 15, 2025
Synaptics
0%
▲ 13.59%
2
Sell
Dec 15, 2025
Vertiv Holdings
0.16%
▼ 1.19%
1
Open
Dec 15, 2025
Seagate Tech
0.38%
▲ 3.77%
1
Open
Dec 15, 2025
iShares Physical Silver ETC
5.77%
▲ 17.30%
2
Buy
Dec 12, 2025
Indivior
0%
▲ 12.21%
2
Sell
Dec 12, 2025
Lendingtree
0%
▲ 8.16%
2
Sell
Dec 12, 2025
Kohl's
0.37%
▼ 0.30%
1
Open
Dec 12, 2025
Willdan Group
0.23%
▲ 7.59%
1
Open
Dec 12, 2025
PagerDuty
0.22%
▼ 1.31%
1
Open
Dec 12, 2025
Fox
0.23%
▲ 0.94%
1
Open
Dec 12, 2025
Braze
0%
▲ 17.05%
6
Sell
Dec 10, 2025
Coherent Corp
0.21%
▼ 5.89%
1
Open
Dec 10, 2025
AptarGroup
0%
▲ 4.90%
1
Open
Dec 09, 2025
Newmont Mining
0.51%
▲ 6.85%
4
Open
Dec 05, 2025
Sprinklr
▼ 7.92%
2
Close
Dec 05, 2025
e.l.f. Beauty
▼ 30.57%
2
Close
Dec 05, 2025