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New Portfolio Aug 2022 - New Portfolio
New Portfolio Aug 2022
Individual Investor
Ranked #25,602 out of 793,101 TipRanks' Investors
Success Rate
2016 out of 2644
profitable transactions
profitable transactions
Average Return
21.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.91%
6-Month Return▲ 1.76%
12-Month Return▲ 12.21%
YTD Return▲ 4.62%
Total Return▲ 33.64%
Best Trade
Bio
Attempt for a highly diversified portfolio with solid companies and a lot o dividends
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.50%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.56%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.01%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 1.85%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.76%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▼ 1.95%
▲ 26.01%▲ 5.96%▲ 4.50%
▲ 5.34%▼ 2.41%▼ 5.56%
▲ 5.88%▲ 2.69%▲ 4.49%
▼ 12.86%▼ 1.27%▲ 2.01%
▲ 7.47%▼ 3.09%▼ 1.85%
Recent Activity
Armada Hoffler Properties
0.91%
▲ 3.13%
2
Buy
Mar 25, 2025
Prospect Capital
0.99%
▼ 19.76%
41
Buy
Mar 24, 2025
Microsoft
1.65%
▲ 10.57%
23
Buy
Mar 24, 2025
Novo Nordisk
1%
▼ 13.53%
3
Buy
Mar 18, 2025
Brookfield Corporation
3.6%
▼ 0.40%
2
Buy
Mar 18, 2025
Pilgrim's Pride
0.58%
▼ 0.61%
2
Buy
Mar 18, 2025
Brinker International
0.64%
▲ 15.50%
1
Open
Mar 18, 2025
Oaktree Specialty Lending
0%
▼ 0.76%
1
Open
Mar 18, 2025
OppFi
0.67%
▲ 12.80%
1
Open
Mar 06, 2025
First Solar
0.62%
▼ 1.76%
1
Open
Mar 06, 2025
Main Street Capital
1.82%
▲ 71.25%
42
Buy
Mar 05, 2025
Citigroup
0.31%
▲ 62.96%
17
Buy
Mar 05, 2025
US Bancorp
0.63%
▲ 19.29%
8
Buy
Mar 05, 2025
Dexcom
1.21%
▼ 22.21%
3
Buy
Mar 05, 2025
Royal Gold
0.52%
▲ 6.83%
3
Buy
Mar 05, 2025
Ameresco
―
▼ 49.55%
2
Close
Mar 02, 2025
Berkshire Hathaway A
3.41%
▲ 4.81%
1
Open
Feb 27, 2025
Sherwin-Williams Company
3.42%
▲ 41.80%
40
Buy
Feb 26, 2025
Advanced Micro Devices
3.36%
▲ 59.53%
13
Open
Feb 26, 2025
Dynex Capital
3.27%
▲ 45.41%
17
Buy
Feb 26, 2025