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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #29,836 out of 803,751 TipRanks' Investors
Success Rate
76%
2020 out of 2674
profitable transactions
Average Return
23.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.34%
6-Month Return▲ 4.74%
12-Month Return▲ 17.06%
YTD Return▲ 7.93%
Total Return▲ 38.01%

Best Trade

Opened at
Closed at-
Gain▲ 427.18%

Bio

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

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.48%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.44%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.75%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.21%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.29%
May 2025
▲ 3.71%
▲ 1.29%
▲ 0.95%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.48%
▲ 5.10%▼ 2.41%▼ 5.44%
▲ 6.03%▲ 2.69%▲ 4.61%
▼ 12.86%▼ 1.27%▲ 2.00%
▼ 1.80%▼ 5.57%▼ 1.75%
▲ 1.83%▼ 0.87%▼ 2.21%
▲ 12.21%▲ 6.28%▲ 4.29%
▲ 3.71%▲ 1.29%▲ 0.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Organon
▼ 27.10%
2
Close
Jun 10, 2025
Main Street Capital
3.76%
▲ 68.04%
44
Buy
Jun 05, 2025
Altria Group
1.82%
▲ 57.19%
26
Buy
Jun 05, 2025
Prospect Capital
▼ 36.20%
43
Close
Jun 04, 2025
British American Tobacco
1.08%
▲ 42.80%
30
Buy
Jun 04, 2025
Amazon
2.57%
▼ 3.12%
14
Buy
Jun 04, 2025
Celsius Holdings
0.58%
▼ 10.33%
2
Buy
Jun 04, 2025
Paysafe
▼ 34.33%
3
Close
Jun 04, 2025
e.l.f. Beauty
0.61%
▲ 6.84%
1
Open
Jun 04, 2025
Indra Sistemas
0%
▲ 1.28%
1
Open
May 29, 2025
Heineken NV
0.73%
▲ 0.62%
1
Open
May 29, 2025
Humana
0.86%
▲ 3.28%
1
Open
May 28, 2025
Pure Storage
0%
▼ 7.09%
1
Open
May 27, 2025
SAP SE
1.24%
▼ 4.50%
3
Buy
May 23, 2025
Nemetschek
0%
▲ 4.38%
1
Open
May 22, 2025
Nucor
0.52%
▼ 12.13%
41
Buy
May 21, 2025
PepsiCo
0.53%
▼ 19.60%
39
Buy
May 21, 2025
Toronto Dominion Bank
0.7%
▲ 24.16%
12
Buy
May 21, 2025
Darling Ingredients
0.8%
▼ 8.09%
2
Buy
May 20, 2025
Munich Reinsurance
1.24%
▲ 68.72%
11
Buy
May 16, 2025