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New Portfolio Aug 2022 - New Portfolio
New Portfolio Aug 2022
Individual Investor
Ranked #36,771 out of 824,625 TipRanks' Investors
Success Rate
2159 out of 2767
profitable transactions
profitable transactions
Average Return
29.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.63%
6-Month Return▲ 14.16%
12-Month Return▲ 11.70%
YTD Return▲ 15.04%
Total Return▲ 47.09%
Best Trade
Bio
Attempt for a highly diversified portfolio with solid companies and a lot o dividends
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.75%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.69%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.80%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.42%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.42%
Sep 2025
▲ 6.63%
▲ 0.77%
▲ 0.09%
Oct 2025
▼ 6.38%▼ 5.57%▼ 1.75%
▲ 0.80%▼ 0.87%▼ 2.20%
▲ 11.63%▲ 6.28%▲ 4.29%
▲ 9.25%▲ 5.14%▲ 1.69%
▲ 7.60%▲ 2.30%▲ 0.80%
▲ 2.76%▲ 2.05%▲ 4.42%
▲ 12.88%▲ 3.56%▲ 0.42%
▲ 6.63%▲ 0.77%▲ 0.09%
Recent Activity
Lloyds Banking
0.07%
▲ 100.91%
5
Buy
Oct 22, 2025
Oaktree Specialty Lending
―
▼ 6.64%
2
Close
Oct 22, 2025
StubHub Holdings Incorporation Class A
0.53%
▲ 6.73%
1
Open
Oct 16, 2025
Morgan Stanley Direct Lending Fund
―
▼ 5.33%
2
Close
Oct 02, 2025
Canadian National Railway
0%
▲ 0.56%
1
Open
Oct 01, 2025
Getty Realty
0%
▲ 2.59%
1
Open
Sep 23, 2025
Novo Nordisk
1.45%
▼ 26.94%
4
Buy
Sep 12, 2025
Synopsys
0%
▲ 4.78%
1
Open
Sep 11, 2025
Torm
―
▲ 24.70%
3
Close
Sep 10, 2025
Braze
0%
▼ 9.33%
4
Sell
Sep 08, 2025
Humana
―
▲ 36.76%
2
Close
Sep 08, 2025
DraftKings
0%
▼ 23.22%
3
Sell
Sep 08, 2025
Hercules Capital
0.6%
▼ 8.84%
1
Open
Sep 08, 2025
Starwood Property
0.45%
▼ 6.82%
1
Open
Sep 08, 2025
Novartis
―
▲ 75.52%
18
Close
Sep 05, 2025
Workiva
0.57%
▲ 2.89%
2
Buy
Sep 05, 2025
Pilgrim's Pride
0.48%
▼ 13.37%
3
Buy
Sep 05, 2025
Banco Santander
0.61%
▲ 2.19%
1
Open
Sep 04, 2025
Pfizer
―
▼ 7.97%
2
Close
Sep 02, 2025
Caterpillar
―
▲ 31.99%
34
Close
Aug 29, 2025