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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #27,240 out of 788,174 TipRanks' Investors
Success Rate
78%
2044 out of 2622
profitable transactions
Average Return
23.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.63%
6-Month Return▲ 6.80%
12-Month Return▲ 16.82%
YTD Return▲ 6.05%
Total Return▲ 35.34%

Best Trade

Opened at
Closed at-
Gain▲ 550.87%

Bio

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

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 5.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.14%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.54%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 5.66%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 4.44%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 1.54%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.55%
▼ 13.14%▲ 2.34%▲ 2.76%
▲ 2.93%▲ 2.10%▲ 2.14%
▲ 9.99%▼ 0.89%▼ 1.97%
▲ 26.04%▲ 5.96%▲ 4.54%
▲ 5.81%▼ 2.41%▼ 5.66%
▲ 4.98%▲ 2.69%▲ 4.44%
▼ 8.93%▲ 1.85%▲ 1.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SAP SE
0.3%
▼ 0.49%
1
Open
Feb 19, 2025
Intesa Sanpaolo SpA
0.3%
▼ 0.49%
1
Open
Feb 19, 2025
Novo Nordisk
0.46%
▼ 7.53%
2
Buy
Feb 14, 2025
Option Care Health
▲ 0.27%
3
Close
Feb 11, 2025
Frontline
0%
▲ 11.99%
4
Open
Feb 10, 2025
SolarEdge Technologies
▼ 91.59%
4
Close
Feb 10, 2025
Dexcom
0.38%
▼ 16.10%
2
Buy
Feb 10, 2025
Torm
0.55%
▼ 5.92%
1
Open
Feb 10, 2025
Paysafe
0%
▲ 3.15%
2
Sell
Feb 07, 2025
CME Group
0.42%
▲ 1.60%
1
Open
Feb 06, 2025
T Rowe Price
0.06%
▲ 5.81%
36
Sell
Feb 05, 2025
Olema Pharmaceuticals
▼ 45.25%
3
Close
Feb 04, 2025
Mineralys Therapeutics, Inc.
▼ 23.00%
2
Close
Feb 04, 2025
US Bancorp
0.31%
▲ 32.02%
7
Buy
Jan 30, 2025
Teck Resources
0.54%
▲ 4.73%
6
Buy
Jan 30, 2025
Royal Gold
0.17%
▲ 4.69%
2
Buy
Jan 30, 2025
Northrop Grumman
0.29%
▼ 10.13%
3
Buy
Jan 30, 2025
Ituran Location And Control
0.39%
▲ 24.65%
2
Buy
Jan 30, 2025
Adtran
0%
▲ 8.26%
1
Open
Jan 30, 2025
Workiva
0.27%
▼ 12.66%
1
Open
Jan 30, 2025