New Portfolio Nov 2022 - New Portfolio

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New Portfolio Nov 2022
Individual Investor
Ranked #293,668 out of 757,311 TipRanks' Investors
Success Rate
55%
28 out of 51
profitable transactions
Average Return
3.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.71%
6-Month Return▲ 7.00%
12-Month Return▲ 11.33%
YTD Return▲ 9.34%
Total Return▼ 12.70%

Best Trade

Opened at
Closed at-
Gain▲ 102.38%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.36%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.26%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.51%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.38%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.57%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.09%
▲ 5.05%▲ 3.27%▲ 0.03%
▼ 12.40%▼ 4.03%▼ 6.14%
▲ 11.46%▲ 5.06%▲ 5.36%
▼ 2.25%▲ 3.53%▲ 3.26%
▲ 25.76%▲ 1.21%▼ 1.51%
▼ 4.21%▲ 2.34%▲ 4.38%
▲ 1.03%▼ 0.11%▼ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
1%
▼ 1.56%
7
Open
Apr 10, 2024
Costco
6.8%
▲ 41.65%
3
Open
Apr 10, 2024
Eli Lilly & Co
8.72%
▲ 9.29%
3
Open
Apr 10, 2024
Pfizer
▲ 7.61%
3
Close
Apr 10, 2024
Agenus
▼ 81.99%
3
Close
Apr 10, 2024
Nvidia
49.06%
▲ 30.27%
1
Open
Apr 10, 2024
Taiwan Semiconductor Manufacturing
13.41%
▲ 15.02%
1
Open
Apr 10, 2024
LPL Financial
10.06%
▼ 18.19%
1
Open
Apr 10, 2024
Salesforce
2.4%
▼ 15.49%
1
Open
Apr 10, 2024
McDonald's
▲ 0.06%
2
Close
Jan 31, 2023
Bank of America
▲ 4.69%
2
Close
Jan 31, 2023
Caterpillar
▲ 3.75%
4
Close
Jan 27, 2023
HCA Healthcare
▲ 3.48%
4
Close
Jan 21, 2023
International Business Machines
▲ 30.32%
3
Close
Jan 09, 2023
Chipotle
▲ 47.79%
3
Close
Jan 09, 2023
Verizon
▲ 17.73%
1
Close
Jan 09, 2023
Shell
▲ 25.81%
1
Close
Jan 09, 2023
T Mobile US
▲ 34.26%
1
Close
Jan 09, 2023
Coca-Cola
▲ 20.91%
1
Close
Jan 09, 2023
Merck & Company
0.32%
▲ 12.61%
1
Open
Jan 09, 2023