tiprankstipranks

11-1-2022 - New Portfolio

sat mohinder

11-1-2022
Individual Investor
Ranked #65,244 out of 793,549 TipRanks' Investors
Success Rate
68%
245 out of 358
profitable transactions
Average Return
13.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.80%
6-Month Return▲ 4.54%
12-Month Return▲ 14.24%
YTD Return▼ 0.86%
Total Return▲ 72.39%

Best Trade

Opened at
Closed at-
Gain▲ 482.76%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.61%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.81%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 0.12%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.49%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 3.80%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.82%
▲ 10.00%▼ 0.89%▼ 0.61%
▲ 26.01%▲ 5.96%▲ 5.81%
▲ 5.34%▼ 2.41%▼ 0.12%
▲ 5.88%▲ 2.69%▲ 4.61%
▼ 12.86%▼ 1.27%▼ 1.49%
▲ 5.30%▼ 4.02%▼ 3.80%

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
3.66%
▲ 22.92%
11
Sell
Nov 14, 2024
Industrial Select Sector SPDR Fund
1.34%
▲ 24.88%
5
Buy
Nov 14, 2024
Financial Select Sector SPDR Fund
2.56%
▲ 21.92%
10
Buy
Nov 14, 2024
Waste Management
1.72%
▲ 2.88%
3
Open
Nov 14, 2024
Vanguard High Dividend Yield Index ETF
2%
▲ 8.20%
6
Buy
Nov 14, 2024
Vanguard Value ETF
3.96%
▲ 10.82%
5
Sell
Nov 14, 2024
Vanguard S&P 500 Value ETF
3.76%
▲ 18.44%
7
Buy
Nov 14, 2024
Vanguard Small-Cap ETF
1.13%
▲ 1.89%
12
Buy
Nov 14, 2024
JPMorgan Equity Premium Income ETF
5.98%
▲ 10.68%
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
2.58%
▲ 6.77%
10
Buy
Nov 14, 2024
Broadcom
4.34%
▲ 76.05%
7
Buy
Nov 14, 2024
Meta Platforms
▲ 11.25%
11
Close
Nov 14, 2024
Nvidia
4.47%
▲ 226.62%
11
Sell
Nov 14, 2024
Amazon
3.03%
▲ 51.77%
8
Sell
Nov 14, 2024
Ares Capital
12.18%
▲ 27.35%
7
Buy
Nov 14, 2024
Technology Select Sector SPDR Fund
2.65%
▲ 15.42%
8
Buy
Nov 14, 2024
Microsoft
4.92%
▲ 4.42%
8
Buy
Nov 14, 2024