****1737 - New Portfolio

Kevin

****1737
Individual Investor
Ranked #538,710 out of 766,394 TipRanks' Investors
Success Rate
46%
26 out of 57
profitable transactions
Average Return
-8.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.49%
6-Month Return▲ 15.29%
12-Month Return▲ 27.42%
YTD Return▲ 14.01%
Total Return▲ 32.70%

Best Trade

Opened at
Closed at
Gain▲ 36.41%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.07%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.52%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.84%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.07%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 3.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.07%
▲ 11.46%▲ 5.06%▲ 4.41%
▼ 2.25%▲ 3.53%▼ 0.52%
▲ 25.72%▲ 1.21%▲ 5.84%
▼ 4.22%▲ 2.34%▲ 3.52%
▲ 7.82%▲ 2.10%▲ 4.84%
▲ 6.02%▼ 0.89%▼ 3.07%
▲ 22.71%▲ 5.30%▲ 3.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco QQQ Trust
▲ 10.48%
6
Sell
Nov 08, 2024
SPDR S&P 500 ETF Trust
▲ 1.17%
4
Sell
Nov 08, 2024
Altria Group
▲ 1.11%
11
Close
Nov 01, 2024
Flagstar Financial
1.24%
▼ 9.91%
9
Buy
Oct 31, 2024
Solventum Corporation
▲ 1.23%
2
Close
Oct 29, 2024
Warner Bros
▼ 76.82%
2
Close
Oct 22, 2024
Verizon
7.98%
▼ 12.51%
6
Buy
Oct 07, 2024
Rio Tinto
▲ 4.36%
7
Close
Oct 05, 2024
Ford Motor
3.65%
▼ 21.93%
3
Buy
Aug 08, 2024
3M
▼ 3.31%
4
Sell
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
5.13%
▼ 43.87%
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
BHP Group
3.46%
▼ 4.66%
3
Buy
Jul 29, 2023
iShares Russell 2000 ETF
▲ 0.90%
2
Close
Feb 10, 2023