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11-1-2022 - New Portfolio

PerformancePortfolio Details

sat mohinder

11-1-2022
Individual Investor
Ranked #64,041 out of 781,066 TipRanks' Investors
Success Rate
70%
250 out of 358
profitable transactions
Average Return
16.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.41%
6-Month Return▲ 11.31%
12-Month Return▲ 31.62%
YTD Return▲ 3.88%
Total Return▲ 80.22%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 605.41%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.79%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.63%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.80%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.32%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.88%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.46%
▲ 8.13%▲ 1.21%▼ 0.79%
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.82%
▲ 10.00%▼ 0.89%▼ 0.63%
▲ 26.04%▲ 5.96%▲ 5.80%
▲ 5.93%▼ 2.41%▼ 0.32%
▲ 9.79%▲ 0.95%▲ 3.88%

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
3.53%
▲ 27.46%
11
Sell
Nov 14, 2024
XLI
Industrial Select Sector SPDR Fund
1.31%
▲ 28.37%
5
Buy
Nov 14, 2024
XLF
Financial Select Sector SPDR Fund
2.4%
▲ 21.47%
10
Buy
Nov 14, 2024
WM
Waste Management
1.5%
▼ 1.21%
3
Open
Nov 14, 2024
VYM
Vanguard High Dividend Yield Index ETF
1.92%
▲ 9.23%
6
Buy
Nov 14, 2024
VTV
Vanguard Value ETF
3.75%
▲ 11.02%
5
Sell
Nov 14, 2024
VOOV
Vanguard S&P 500 Value ETF
3.57%
▲ 19.48%
7
Buy
Nov 14, 2024
VB
Vanguard Small-Cap ETF
1.17%
▲ 5.79%
12
Buy
Nov 14, 2024
JEPI
JPMorgan Equity Premium Income ETF
5.72%
▲ 11.23%
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
2.34%
▲ 3.01%
10
Buy
Nov 14, 2024
AVGO
Broadcom
5.63%
▲ 132.47%
7
Buy
Nov 14, 2024
META
Meta Platforms
―
▲ 11.25%
11
Close
Nov 14, 2024
NVDA
Nvidia
5.19%
▲ 295.36%
11
Sell
Nov 14, 2024
AMZN
Amazon
3.2%
▲ 70.49%
8
Sell
Nov 14, 2024
ARCC
Ares Capital
11.86%
▲ 29.82%
7
Buy
Nov 14, 2024
XLK
Technology Select Sector SPDR Fund
2.76%
▲ 26.35%
8
Buy
Nov 14, 2024
MSFT
Microsoft
5.08%
▲ 13.05%
8
Buy
Nov 14, 2024