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New Portfolio Aug 2022 - New Portfolio

PerformancePortfolio Details

New Portfolio Aug 2022
Individual Investor
Ranked #35,450 out of 781,066 TipRanks' Investors
Success Rate
75%
1946 out of 2593
profitable transactions
Average Return
20.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.69%
6-Month Return▲ 4.31%
12-Month Return▲ 15.39%
YTD Return▲ 2.32%
Total Return▲ 30.36%

Best Trade

AssetGolden Heav... (GDHG)
Opened at
Closed at
Gain▲ 544.93%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.96%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.53%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.82%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.32%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.93%
▲ 8.13%▲ 1.21%▲ 5.55%
▼ 13.14%▲ 2.34%▲ 2.76%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▼ 1.96%
▲ 26.04%▲ 5.96%▲ 4.53%
▲ 5.93%▼ 2.41%▼ 5.82%
▲ 9.79%▲ 0.95%▲ 2.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NOC
Northrop Grumman
0%
0.00%
1
Open
Jan 17, 2025
ADP
Automatic Data Processing
0.16%
▲ 31.87%
42
Sell
Jan 06, 2025
WMT
Walmart
0.27%
▲ 89.93%
40
Sell
Jan 06, 2025
UBI
UBISOFT Entertainment
―
▼ 41.42%
2
Close
Jan 06, 2025
HR
Healthcare Realty Trust
―
▲ 21.59%
2
Close
Jan 03, 2025
LXEO
Lexeo Therapeutics, Inc.
―
▼ 56.68%
2
Close
Jan 03, 2025
CRI
Chargeurs SA
―
▼ 14.02%
2
Close
Jan 03, 2025
XOM
Exxon Mobil
1.4%
▲ 4.67%
1
Open
Jan 02, 2025
RHHVF
Roche Holding AG
―
▼ 10.42%
8
Close
Dec 31, 2024
DRD
Drdgold
―
▼ 1.49%
6
Close
Dec 27, 2024
CLRO
Clearone Communications
―
▼ 35.52%
2
Close
Dec 27, 2024
EPR
EPR Properties
―
▲ 12.71%
2
Close
Dec 24, 2024
GPC
Genuine Parts Company
―
▼ 25.16%
24
Close
Dec 18, 2024
6CMB
Croda International
―
▼ 43.13%
13
Close
Dec 17, 2024
DGE
Diageo
―
▼ 28.48%
10
Close
Dec 17, 2024
DHI
DR Horton
―
▼ 4.32%
2
Close
Dec 17, 2024
KER
Kering SA
―
▼ 34.53%
3
Close
Dec 17, 2024
BBD
Banco Bradesco SA
―
▼ 30.55%
2
Close
Dec 17, 2024
BEN
Franklin Resources
―
▼ 6.93%
42
Close
Dec 13, 2024
SIGI
Selective Insurance Group
―
▼ 7.62%
2
Close
Dec 13, 2024