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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #228,395 out of 783,619 TipRanks' Investors
Success Rate
62%
29 out of 47
profitable transactions
Average Return
12.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.92%
6-Month Return▲ 0.23%
12-Month Return▲ 10.96%
YTD Return▲ 4.92%
Total Return▲ 18.96%

Best Trade

Opened at
Closed at-
Gain▲ 104.73%

Bio

value & dividend

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.03%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.18%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.85%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.47%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.73%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.92%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.03%
▲ 8.13%▲ 1.21%▲ 4.52%
▼ 13.14%▲ 2.34%▲ 1.15%
▲ 2.93%▲ 2.10%▼ 0.18%
▲ 9.99%▼ 0.89%▼ 1.85%
▲ 26.04%▲ 5.96%▲ 4.47%
▲ 5.93%▼ 2.41%▼ 7.73%
▲ 3.19%▲ 2.68%▲ 4.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
6.02%
▲ 16.98%
2
Buy
Jan 06, 2025
Federal Agricultural
3.42%
▲ 47.57%
3
Buy
Jan 06, 2025
Trinity Capital
1.63%
▲ 43.40%
2
Buy
Jan 06, 2025
Nvidia
1.07%
▼ 2.94%
1
Open
Jul 15, 2024
iShares 3-7 Year Treasury Bond ETF
▼ 3.00%
2
Close
Feb 14, 2023
Energy Select Sector SPDR Fund
▲ 13.53%
2
Close
Feb 14, 2023
Devon Energy
1.2%
▼ 41.33%
3
Buy
Feb 14, 2023
Vanguard Total Bond Market ETF
3.72%
▲ 6.20%
1
Open
Feb 14, 2023
iShares MSCI EAFE Small-Cap ETF
▼ 1.15%
2
Close
Jan 09, 2023
iShares Core MSCI Emerging Markets ETF
▼ 4.30%
3
Close
Dec 29, 2022
Aurinia Pharmaceuticals
▼ 9.73%
2
Close
Nov 02, 2022
Kyndryl Holdings Incorporation
▼ 15.63%
2
Close
Nov 02, 2022
OptimizeRx
▼ 6.46%
2
Close
Nov 02, 2022
Warner Bros
▼ 7.38%
2
Close
Nov 02, 2022
Sunoco
3.97%
▲ 63.03%
2
Buy
Oct 30, 2022
Iron Mountain
▲ 4.95%
2
Close
Sep 17, 2022
Kinder Morgan
▼ 1.83%
2
Close
Sep 09, 2022
AT&T
▼ 0.75%
2
Close
Aug 18, 2022
British American Tobacco
1.36%
▲ 18.34%
1
Open
Aug 16, 2022
Cubesmart
1.76%
▼ 6.96%
1
Open
Aug 16, 2022