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****1737 - New Portfolio

Kevin

****1737
Individual Investor
Ranked #539,681 out of 793,101 TipRanks' Investors
Success Rate
48%
29 out of 61
profitable transactions
Average Return
-5.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.76%
6-Month Return▲ 6.67%
12-Month Return▲ 21.70%
YTD Return▲ 10.70%
Total Return▲ 37.00%

Best Trade

Opened at
Closed at-
Gain▲ 76.73%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.83%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.25%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.65%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 6.44%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 2.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.99%
Feb 2025
▲ 2.82%
▼ 4.80%
▲ 2.75%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.52%
▲ 2.93%▲ 2.10%▲ 4.83%
▲ 10.00%▼ 0.89%▼ 3.25%
▲ 26.01%▲ 5.96%▲ 3.65%
▲ 5.39%▼ 2.41%▼ 6.44%
▲ 5.83%▲ 2.69%▲ 2.62%
▼ 12.86%▼ 1.27%▲ 4.99%
▲ 2.82%▼ 4.80%▲ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
8.39%
▲ 11.89%
3
Buy
Jan 07, 2025
Cisco Systems
▼ 0.03%
2
Close
Dec 27, 2024
Altria Group
17.95%
▲ 1.94%
13
Buy
Dec 24, 2024
Invesco QQQ Trust
▲ 7.71%
8
Close
Nov 22, 2024
Flagstar Financial
▼ 10.20%
10
Sell
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
8.14%
▼ 10.76%
6
Buy
Oct 07, 2024
Rio Tinto
▲ 4.36%
7
Close
Oct 05, 2024
Ford Motor
3.19%
▼ 28.74%
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
5.38%
▼ 38.83%
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