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11-1-2022 - New Portfolio

PerformancePortfolio Details

sat mohinder

11-1-2022
Individual Investor
Ranked #62,251 out of 788,374 TipRanks' Investors
Success Rate
70%
252 out of 358
profitable transactions
Average Return
16.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.21%
6-Month Return▲ 12.42%
12-Month Return▲ 25.44%
YTD Return▲ 4.96%
Total Return▲ 82.66%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 588.61%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 0.80%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.62%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.80%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 0.03%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.98%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 0.02%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 0.80%
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.82%
▲ 9.99%▼ 0.89%▼ 0.62%
▲ 26.03%▲ 5.96%▲ 5.80%
▲ 5.94%▼ 2.41%▼ 0.03%
▲ 5.25%▲ 2.69%▲ 4.98%
▼ 10.49%▼ 0.31%▼ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LLY
Eli Lilly & Co
―
▲ 5.26%
6
Close
Nov 24, 2024
BAC
Bank of America
―
▲ 38.36%
6
Close
Nov 17, 2024
AAPL
Apple
3.76%
▲ 36.24%
11
Sell
Nov 14, 2024
XLI
Industrial Select Sector SPDR Fund
1.27%
▲ 25.65%
5
Buy
Nov 14, 2024
XLF
Financial Select Sector SPDR Fund
2.42%
▲ 22.47%
10
Buy
Nov 14, 2024
WM
Waste Management
1.61%
▲ 2.49%
3
Open
Nov 14, 2024
VYM
Vanguard High Dividend Yield Index ETF
1.94%
▲ 10.32%
6
Buy
Nov 14, 2024
VTV
Vanguard Value ETF
3.78%
▲ 11.75%
5
Sell
Nov 14, 2024
VOOV
Vanguard S&P 500 Value ETF
3.61%
▲ 20.94%
7
Buy
Nov 14, 2024
VB
Vanguard Small-Cap ETF
1.13%
▲ 4.06%
12
Buy
Nov 14, 2024
JEPI
JPMorgan Equity Premium Income ETF
5.77%
▲ 12.24%
8
Buy
Nov 14, 2024
DIA
SPDR Dow Jones Industrial Average ETF Trust
―
▲ 16.84%
10
Close
Nov 14, 2024
XLV
Health Care Select Sector SPDR Fund
2.44%
▲ 7.60%
10
Buy
Nov 14, 2024
AVGO
Broadcom
5.17%
▲ 114.08%
7
Buy
Nov 14, 2024
META
Meta Platforms
―
▲ 11.25%
11
Close
Nov 14, 2024
NVDA
Nvidia
5.06%
▲ 285.94%
11
Sell
Nov 14, 2024
AMZN
Amazon
3.06%
▲ 63.43%
8
Sell
Nov 14, 2024
ARCC
Ares Capital
11.88%
▲ 30.38%
7
Buy
Nov 14, 2024
XLK
Technology Select Sector SPDR Fund
2.76%
▲ 26.76%
8
Buy
Nov 14, 2024
MSFT
Microsoft
4.82%
▲ 8.54%
8
Buy
Nov 14, 2024