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****1737 - New Portfolio

Kevin

****1737
Individual Investor
Ranked #556,955 out of 803,748 TipRanks' Investors
Success Rate
48%
29 out of 61
profitable transactions
Average Return
-5.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.26%
6-Month Return▲ 13.90%
12-Month Return▲ 28.64%
YTD Return▲ 16.36%
Total Return▲ 44.01%

Best Trade

Opened at
Closed at-
Gain▲ 84.79%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.64%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 6.44%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 3.80%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.49%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.63%
May 2025
▲ 3.57%
▲ 1.29%
▲ 0.40%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.64%
▲ 5.10%▼ 2.41%▼ 6.44%
▲ 6.03%▲ 2.69%▲ 4.14%
▼ 12.86%▼ 1.27%▲ 4.99%
▼ 1.80%▼ 5.57%▲ 3.80%
▲ 1.83%▼ 0.87%▲ 0.49%
▲ 12.21%▲ 6.28%▲ 1.63%
▲ 3.57%▲ 1.29%▲ 0.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
8.74%
▲ 17.00%
3
Buy
Jan 07, 2025
Cisco Systems
▼ 0.03%
2
Close
Dec 27, 2024
Altria Group
18.53%
▲ 3.05%
13
Buy
Dec 24, 2024
Invesco QQQ Trust
▲ 7.71%
8
Close
Nov 22, 2024
Flagstar Financial
▼ 10.20%
10
Close
Nov 21, 2024
SPDR S&P 500 ETF Trust
▲ 1.17%
4
Close
Nov 08, 2024
Solventum Corporation
▲ 1.23%
2
Close
Oct 29, 2024
Warner Bros
▼ 76.82%
2
Close
Oct 22, 2024
Verizon
8%
▼ 11.07%
6
Buy
Oct 07, 2024
Rio Tinto
▲ 4.36%
7
Close
Oct 05, 2024
Ford Motor
3.23%
▼ 27.49%
3
Buy
Aug 08, 2024
3M
▼ 3.31%
4
Close
Aug 08, 2024
Schwab US Dividend Equity ETF
▲ 3.34%
4
Close
May 16, 2024
Coca-Cola
▼ 5.62%
4
Close
Mar 14, 2024
Dow Inc
▼ 11.64%
3
Close
Feb 29, 2024
Advanced Micro Devices
▲ 2.99%
2
Close
Dec 06, 2023
Annaly Capital
4.75%
▼ 45.71%
2
Buy
Aug 17, 2023
Global X NASDAQ 100 Covered Call ETF
▲ 6.03%
2
Close
Aug 01, 2023
iShares iBoxx $ High Yield Corporate Bond ETF
▼ 8.25%
3
Close
Aug 01, 2023
SPDR Bloomberg High Yield Bond ETF
▼ 18.27%
2
Close
Aug 01, 2023