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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #32,381 out of 804,211 TipRanks' Investors
Success Rate
75%
1997 out of 2674
profitable transactions
Average Return
23.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.28%
6-Month Return▲ 8.04%
12-Month Return▲ 15.69%
YTD Return▲ 7.66%
Total Return▲ 37.66%

Best Trade

Opened at
Closed at-
Gain▲ 421.33%

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%
▼ 2.22%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.29%
May 2025
▲ 4.89%
▲ 1.38%
▲ 0.70%
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%▼ 2.22%
▲ 12.21%▲ 6.28%▲ 4.29%
▲ 4.89%▲ 1.38%▲ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Unicycive Therapeutics
▼ 32.68%
2
Close
Jun 16, 2025
Organon
▼ 27.10%
2
Close
Jun 10, 2025
Main Street Capital
3.77%
▲ 68.48%
44
Buy
Jun 05, 2025
Altria Group
1.8%
▲ 57.72%
26
Buy
Jun 05, 2025
Prospect Capital
▼ 36.20%
43
Close
Jun 04, 2025
British American Tobacco
1.08%
▲ 43.83%
30
Buy
Jun 04, 2025
Amazon
2.61%
▼ 2.91%
14
Buy
Jun 04, 2025
Celsius Holdings
0.63%
▼ 3.80%
2
Buy
Jun 04, 2025
Paysafe
▼ 34.33%
3
Close
Jun 04, 2025
e.l.f. Beauty
0.61%
▲ 7.11%
1
Open
Jun 04, 2025
Indra Sistemas
0%
▼ 0.28%
1
Open
May 29, 2025
Heineken NV
0.7%
▼ 2.63%
1
Open
May 29, 2025
Humana
0.88%
▲ 6.00%
1
Open
May 28, 2025
Pure Storage
0%
▼ 5.79%
1
Open
May 27, 2025
SAP SE
1.24%
▼ 4.02%
3
Buy
May 23, 2025
Nemetschek
0%
▲ 3.63%
1
Open
May 22, 2025
Nucor
0.52%
▼ 11.93%
41
Buy
May 21, 2025
PepsiCo
0.52%
▼ 20.56%
39
Buy
May 21, 2025
Toronto Dominion Bank
0.7%
▲ 24.34%
12
Buy
May 21, 2025
Darling Ingredients
0.85%
▼ 1.38%
2
Buy
May 20, 2025