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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #28,700 out of 817,541 TipRanks' Investors
Success Rate
79%
2174 out of 2761
profitable transactions
Average Return
28.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.98%
6-Month Return▲ 10.57%
12-Month Return▲ 14.15%
YTD Return▲ 14.53%
Total Return▲ 46.45%

Best Trade

Opened at
Closed at-
Gain▲ 707.30%

Bio

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

Performance

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 0.76%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.42%
Aug 2025
▲ 5.74%
▲ 0.82%
▲ 0.11%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.87%▲ 2.30%▲ 0.76%
▲ 4.87%▲ 2.05%▲ 4.42%
▲ 5.74%▲ 0.82%▲ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Braze
0%
▼ 0.77%
4
Sell
Sep 08, 2025
Humana
▲ 36.76%
2
Close
Sep 08, 2025
DraftKings
0%
▲ 4.84%
3
Sell
Sep 08, 2025
Hercules Capital
0.64%
▼ 0.67%
1
Open
Sep 08, 2025
Starwood Property
0.49%
▲ 0.49%
1
Open
Sep 08, 2025
Novartis
▲ 75.52%
18
Close
Sep 05, 2025
Workiva
0.47%
▼ 12.78%
2
Buy
Sep 05, 2025
Pilgrim's Pride
0.55%
▲ 0.11%
3
Buy
Sep 05, 2025
Banco Santander
0.6%
▲ 1.67%
1
Open
Sep 04, 2025
Pfizer
▼ 7.97%
2
Close
Sep 02, 2025
Caterpillar
▲ 31.99%
34
Close
Aug 29, 2025
Stellantis
▼ 29.42%
5
Close
Aug 24, 2025
British American Tobacco
1.24%
▲ 58.28%
35
Buy
Aug 22, 2025
Munich Reinsurance
1.24%
▲ 42.00%
15
Buy
Aug 22, 2025
OMV AG
0.82%
▲ 29.99%
12
Buy
Aug 22, 2025
Vodafone
1.85%
▲ 19.70%
11
Buy
Aug 22, 2025
ORANGE SA
1.5%
▲ 34.74%
26
Buy
Aug 22, 2025
Deutsche Telekom
0.64%
▲ 26.67%
12
Buy
Aug 22, 2025
Fresenius SE & Co. KGaA
0.42%
▲ 36.31%
9
Buy
Aug 22, 2025
Deutsche Bank AG
1.05%
▲ 51.74%
9
Buy
Aug 22, 2025