tiprankstipranks

11-1-2022 - New Portfolio

sat mohinder

11-1-2022
Individual Investor
Ranked #60,133 out of 770,014 TipRanks' Investors
Success Rate
72%
257 out of 358
profitable transactions
Average Return
14.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.51%
6-Month Return▲ 11.88%
12-Month Return▲ 33.03%
YTD Return▲ 27.72%
Total Return▲ 73.41%

Best Trade

Opened at
Closed at-
Gain▲ 596.68%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 3.34%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.80%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.39%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 5.18%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.34%
▲ 11.46%▲ 5.06%▲ 5.30%
▼ 2.25%▲ 3.53%▲ 4.46%
▲ 25.72%▲ 1.21%▼ 0.79%
▼ 4.22%▲ 2.34%▲ 2.15%
▲ 7.82%▲ 2.10%▲ 1.80%
▲ 5.70%▼ 0.89%▼ 0.39%
▲ 31.73%▲ 4.73%▲ 5.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
▲ 5.26%
6
Close
Nov 24, 2024
Bank of America
▲ 38.36%
6
Close
Nov 17, 2024
Apple
3.63%
▲ 29.07%
11
Sell
Nov 14, 2024
Industrial Select Sector SPDR Fund
1.38%
▲ 33.09%
5
Buy
Nov 14, 2024
Financial Select Sector SPDR Fund
2.48%
▲ 22.65%
10
Buy
Nov 14, 2024
Waste Management
1.62%
▲ 1.78%
3
Open
Nov 14, 2024
Vanguard High Dividend Yield Index ETF
1.99%
▲ 10.37%
6
Buy
Nov 14, 2024
Vanguard Value ETF
3.95%
▲ 13.45%
5
Sell
Nov 14, 2024
Vanguard S&P 500 Value ETF
3.83%
▲ 25.59%
7
Buy
Nov 14, 2024
Vanguard Small-Cap ETF
1.25%
▲ 8.03%
12
Buy
Nov 14, 2024
JPMorgan Equity Premium Income ETF
6.01%
▲ 13.14%
8
Buy
Nov 14, 2024
SPDR Dow Jones Industrial Average ETF Trust
▲ 16.84%
10
Close
Nov 14, 2024
Health Care Select Sector SPDR Fund
2.46%
▲ 6.36%
10
Buy
Nov 14, 2024
Broadcom
3.97%
▲ 60.94%
7
Buy
Nov 14, 2024
Meta Platforms
▲ 11.25%
11
Close
Nov 14, 2024
Nvidia
5.2%
▲ 290.47%
11
Sell
Nov 14, 2024
Amazon
2.89%
▲ 52.01%
8
Sell
Nov 14, 2024
Ares Capital
11.42%
▲ 20.53%
7
Buy
Nov 14, 2024
Technology Select Sector SPDR Fund
2.79%
▲ 25.86%
8
Buy
Nov 14, 2024
Microsoft
5.03%
▲ 10.74%
8
Buy
Nov 14, 2024