Millionaire - New Portfolio

Steve Willett

Millionaire
Individual Investor
Ranked #47,317 out of 767,017 TipRanks' Investors
Success Rate
73%
53 out of 73
profitable transactions
Average Return
29.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.71%
6-Month Return▲ 10.30%
12-Month Return▲ 33.70%
YTD Return▲ 15.88%
Total Return▲ 29.57%

Best Trade

Opened at
Closed at-
Gain▲ 159.51%

Bio

Me trying to prove my analysis works!

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.09%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.37%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.44%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 3.65%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.99%
▲ 11.46%▲ 5.06%▲ 5.72%
▼ 2.25%▲ 3.53%▼ 2.09%
▲ 25.72%▲ 1.21%▲ 7.37%
▼ 4.22%▲ 2.34%▲ 1.47%
▲ 7.82%▲ 2.10%▲ 2.64%
▲ 6.02%▼ 0.89%▼ 2.44%
▲ 9.99%▲ 4.97%▲ 3.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Univar
▲ 4.00%
2
Close
Jul 31, 2023
A. O. Smith Corporation
1.25%
▲ 12.04%
1
Open
Mar 21, 2023
Goldman Sachs Group
2.04%
▲ 94.99%
1
Open
Mar 21, 2023
Viatris
1.54%
▲ 43.36%
1
Open
Mar 21, 2023
Albemarle
0.56%
▼ 52.96%
1
Open
Mar 13, 2023
Brunswick
1.17%
▲ 2.57%
1
Open
Mar 13, 2023
International Flavors & Fragrances
1.18%
▲ 12.99%
1
Open
Mar 13, 2023
Medical Properties
0.59%
▼ 39.20%
1
Open
Mar 13, 2023
Sunrun
0.59%
▼ 54.19%
1
Open
Mar 13, 2023
Huntington Bancshares
1.33%
▲ 26.80%
1
Open
Mar 03, 2023
Woodward
1.91%
▲ 72.80%
1
Open
Mar 03, 2023
MasTec
1.67%
▲ 44.17%
1
Open
Feb 23, 2023
Pegasystems
2.58%
▲ 126.51%
2
Sell
Feb 22, 2023
Churchill Downs
1.3%
▲ 16.82%
1
Open
Feb 22, 2023
QuidelOrtho
0.53%
▼ 54.85%
1
Open
Feb 16, 2023
Weyerhaeuser
1.1%
▼ 0.79%
1
Open
Feb 16, 2023
Ameriprise Financial
1.6%
▲ 63.38%
1
Open
Feb 14, 2023
Curtiss-Wright
2.42%
▲ 127.91%
1
Open
Feb 14, 2023
Flowserve
1.95%
▲ 74.54%
1
Open
Feb 14, 2023
Voya Financial
1.22%
▲ 12.36%
1
Open
Feb 14, 2023