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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #26,121 out of 810,857 TipRanks' Investors
Success Rate
79%
2145 out of 2700
profitable transactions
Average Return
26.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.30%
6-Month Return▲ 6.34%
12-Month Return▲ 13.05%
YTD Return▲ 11.24%
Total Return▲ 42.24%

Best Trade

Opened at
Closed at-
Gain▲ 423.04%

Bio

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

Performance

28.41%0-28.41%
▲ 5.10%
▼ 2.41%
▼ 5.45%
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
▲ 1.84%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.29%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.69%
Jun 2025
▲ 28.41%
▲ 2.69%
▲ 2.30%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.45%
▲ 6.03%▲ 2.69%▲ 4.61%
▼ 12.86%▼ 1.27%▲ 2.00%
▼ 1.80%▼ 5.57%▼ 1.75%
▲ 1.84%▼ 0.87%▼ 2.20%
▲ 12.20%▲ 6.28%▲ 4.29%
▲ 6.24%▲ 5.14%▲ 1.69%
▲ 28.41%▲ 2.69%▲ 2.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSCI
0.98%
▼ 2.61%
1
Open
Jul 16, 2025
Extreme Networks
▼ 2.57%
2
Close
Jul 14, 2025
DraftKings
0.28%
▼ 0.43%
2
Buy
Jul 14, 2025
BHP Group Ltd
0.31%
▼ 7.09%
2
Buy
Jul 13, 2025
Keurig Dr Pepper
0%
▲ 1.77%
1
Open
Jul 13, 2025
Realty Income
0.95%
▲ 7.30%
42
Buy
Jul 10, 2025
PPG Industries
0.51%
▼ 7.99%
34
Buy
Jul 10, 2025
Johnson & Johnson
0.98%
▲ 9.85%
44
Buy
Jul 10, 2025
Teck Resources
0.72%
▼ 18.89%
7
Buy
Jul 10, 2025
KE Holdings Inc. Sponsored ADR Class A
▼ 3.31%
5
Close
Jul 10, 2025
Target
0.26%
▼ 6.61%
2
Buy
Jul 10, 2025
Exxon Mobil
0.85%
▲ 2.66%
2
Buy
Jul 10, 2025
Torm
0.97%
▲ 4.70%
2
Buy
Jul 10, 2025
Franklin Street Properties
▲ 4.13%
5
Close
Jul 08, 2025
Braze
0.54%
▼ 6.13%
3
Buy
Jul 01, 2025
Caesars Entertainment
0%
▲ 0.28%
1
Open
Jun 30, 2025
Rexford Industrial Realty
0%
▲ 5.68%
1
Open
Jun 30, 2025
PepsiCo
1.01%
▼ 10.96%
40
Buy
Jun 27, 2025
Procter & Gamble
0.37%
▲ 14.00%
38
Buy
Jun 27, 2025
Starbucks
0.58%
▲ 4.96%
36
Buy
Jun 27, 2025