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New Portfolio Aug 2022 - New Portfolio
New Portfolio Aug 2022
Individual Investor
Ranked #27,553 out of 807,269 TipRanks' Investors
Success Rate
2097 out of 2688
profitable transactions
profitable transactions
Average Return
25.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.38%
6-Month Return▲ 11.27%
12-Month Return▲ 15.88%
YTD Return▲ 10.15%
Total Return▲ 40.85%
Best Trade
Bio
Attempt for a highly diversified portfolio with solid companies and a lot o dividends
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.44%
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
▲ 2.03%
▲ 0.40%
▲ 1.29%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.44%
▲ 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%
▲ 2.03%▲ 0.40%▲ 1.29%
Recent Activity
Franklin Street Properties
―
▲ 4.19%
5
Close
Jul 08, 2025
Braze
0.53%
▼ 8.63%
3
Buy
Jul 01, 2025
Caesars Entertainment
0%
▲ 5.57%
1
Open
Jun 30, 2025
Rexford Industrial Realty
0%
▲ 3.88%
1
Open
Jun 30, 2025
PepsiCo
0.95%
▼ 16.43%
40
Buy
Jun 27, 2025
Procter & Gamble
0.38%
▲ 14.16%
38
Buy
Jun 27, 2025
Starbucks
0.59%
▲ 7.20%
36
Buy
Jun 27, 2025
Stag Industrial
0.6%
▲ 17.52%
43
Buy
Jun 27, 2025
Sysco
0.59%
▲ 7.41%
40
Buy
Jun 27, 2025
Kimberly Clark
0.66%
▲ 10.73%
40
Buy
Jun 27, 2025
Johnson & Johnson
0.6%
▲ 1.87%
43
Buy
Jun 27, 2025
Chevron
0.63%
▲ 2.67%
42
Buy
Jun 27, 2025
Schlumberger
0.95%
▼ 25.79%
13
Buy
Jun 27, 2025
Duke Energy
0.53%
▲ 15.60%
3
Buy
Jun 27, 2025
OppFi
0%
▲ 47.06%
2
Sell
Jun 26, 2025
Advanced Micro Devices
0%
▲ 61.44%
14
Sell
Jun 24, 2025
Array Technologies
0%
▲ 15.54%
1
Open
Jun 24, 2025
Unicycive Therapeutics
―
▼ 32.65%
2
Close
Jun 16, 2025
Organon
―
▼ 27.10%
2
Close
Jun 10, 2025
Main Street Capital
3.73%
▲ 78.90%
44
Buy
Jun 05, 2025