New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #27,038 out of 766,001 TipRanks' Investors
Success Rate
78%
2001 out of 2576
profitable transactions
Average Return
21.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.18%
6-Month Return▲ 10.68%
12-Month Return▲ 25.71%
YTD Return▲ 15.59%
Total Return▲ 32.49%

Best Trade

Opened at
Closed at
Gain▲ 544.93%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.61%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.14%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.02%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.39%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.27%
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▼ 0.93%
▲ 25.72%▲ 1.21%▲ 5.55%
▼ 4.22%▲ 2.34%▲ 2.76%
▲ 7.82%▲ 2.10%▲ 2.14%
▲ 6.02%▼ 0.89%▼ 2.02%
▲ 5.59%▲ 5.20%▲ 2.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Qualcomm
1.43%
▲ 39.80%
12
Buy
Nov 08, 2024
Sanofi
0%
▲ 21.04%
16
Sell
Nov 08, 2024
KE Holdings Inc. Sponsored ADR Class A
1.51%
▼ 7.12%
2
Sell
Nov 08, 2024
Byrna Technologies
0%
▲ 17.21%
2
Sell
Nov 07, 2024
Datadog
0%
▼ 4.11%
1
Open
Nov 07, 2024
Incyte
0%
▲ 7.89%
1
Open
Nov 05, 2024
Munich Reinsurance
1.23%
▲ 45.02%
10
Buy
Nov 01, 2024
OMV AG
1.37%
▲ 6.46%
7
Buy
Nov 01, 2024
Deutsche Bank AG
1.22%
▲ 7.47%
4
Buy
Nov 01, 2024
Genuine Parts Company
0.75%
▼ 21.64%
22
Buy
Oct 23, 2024
Nestle SA Reg
▼ 14.96%
10
Close
Oct 23, 2024
Kraft Heinz
0%
▼ 1.52%
3
Sell
Oct 21, 2024
Entravision
▲ 2.59%
4
Close
Oct 21, 2024
Crest Nicholson Holdings
▼ 7.99%
4
Close
Oct 18, 2024
Main Street Capital
3.12%
▲ 48.80%
41
Buy
Oct 17, 2024
Drdgold
0%
▲ 16.40%
5
Sell
Oct 17, 2024
Meta Platforms
0%
▲ 28.13%
13
Sell
Oct 17, 2024
Dollar General
0%
▼ 6.42%
1
Open
Oct 16, 2024
Prospect Capital
0.9%
▼ 18.77%
40
Buy
Oct 14, 2024
ChargePoint Holdings
▼ 59.81%
3
Close
Oct 14, 2024