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11-1-2022 - New Portfolio

PerformancePortfolio Details

sat mohinder

11-1-2022
Individual Investor
Ranked #61,879 out of 766,001 TipRanks' Investors
Success Rate
70%
236 out of 335
profitable transactions
Average Return
15.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.90%
6-Month Return▲ 14.11%
12-Month Return▲ 35.61%
YTD Return▲ 27.48%
Total Return▲ 73.09%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 656.15%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 0.33%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.92%
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%
▲ 6.02%▼ 0.89%▼ 0.33%
▲ 5.59%▲ 5.20%▲ 4.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BRK.B
Berkshire Hathaway B
―
▲ 1.53%
2
Close
Oct 22, 2024
KMB
Kimberly Clark
―
▼ 3.64%
2
Close
Oct 22, 2024
TXT
Textron
―
▼ 0.32%
2
Close
Aug 28, 2024
XLF
Financial Select Sector SPDR Fund
2.69%
▲ 21.91%
9
Buy
Aug 27, 2024
T
AT&T
1.58%
▲ 3.49%
3
Open
Aug 27, 2024
AAPL
Apple
5.83%
▲ 25.79%
10
Buy
Aug 26, 2024
XLI
Industrial Select Sector SPDR Fund
0.78%
▲ 41.80%
4
Sell
Aug 26, 2024
VYM
Vanguard High Dividend Yield Index ETF
2.2%
▲ 11.10%
5
Buy
Aug 26, 2024
VTV
Vanguard Value ETF
4.86%
▲ 12.36%
4
Buy
Aug 26, 2024
VOOV
Vanguard S&P 500 Value ETF
4.25%
▲ 28.12%
6
Buy
Aug 26, 2024
VIG
Vanguard Dividend Appreciation ETF
―
▲ 22.68%
7
Close
Aug 26, 2024
VGT
Vanguard Information Technology ETF
5.09%
▲ 27.91%
13
Buy
Aug 26, 2024
VB
Vanguard Small-Cap ETF
1.37%
▲ 6.99%
11
Buy
Aug 26, 2024
JEPI
JPMorgan Equity Premium Income ETF
6.6%
▲ 14.79%
7
Buy
Aug 26, 2024
DIA
SPDR Dow Jones Industrial Average ETF Trust
1.26%
▲ 17.32%
9
Sell
Aug 26, 2024
XLV
Health Care Select Sector SPDR Fund
2.46%
▲ 10.60%
9
Buy
Aug 26, 2024
TJX
TJX Companies
1.27%
▲ 21.13%
8
Buy
Aug 26, 2024
CRWD
CrowdStrike Holdings
―
▲ 38.86%
11
Close
Aug 26, 2024
AVGO
Broadcom
4.97%
▲ 93.62%
6
Buy
Aug 26, 2024
META
Meta Platforms
0.32%
▲ 11.58%
10
Open
Aug 26, 2024