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New Portfolio - New Portfolio

Robert M

New Portfolio
Individual Investor
Ranked #63,338 out of 769,291 TipRanks' Investors
Success Rate
72%
71 out of 98
profitable transactions
Average Return
11.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.55%
6-Month Return▲ 10.81%
12-Month Return▲ 19.26%
YTD Return▲ 10.54%
Total Return▲ 18.19%

Best Trade

Opened at
Closed at-
Gain▲ 74.77%

Bio

Divident Growth

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 4.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.28%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.05%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.72%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 37.60%
▲ 4.40%
▼ 0.05%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.94%
▲ 11.46%▲ 5.06%▲ 4.28%
▼ 2.25%▲ 3.53%▼ 1.11%
▲ 25.72%▲ 1.21%▲ 7.05%
▼ 4.22%▲ 2.34%▲ 2.20%
▲ 7.82%▲ 2.10%▲ 2.72%
▲ 5.70%▼ 0.89%▼ 2.21%
▲ 37.60%▲ 4.40%▼ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
▲ 57.14%
2
Close
Oct 03, 2024
Pfizer
3.89%
▼ 12.72%
5
Buy
Sep 27, 2024
UGI
2.59%
▲ 1.47%
2
Buy
Sep 27, 2024
Enovix
▲ 19.16%
2
Close
Sep 27, 2024
Grab
▲ 22.61%
2
Close
Sep 27, 2024
Franklin Resources
1.66%
▲ 6.05%
1
Open
Sep 27, 2024
Amcor
1.11%
▲ 5.55%
3
Buy
Sep 18, 2024
VF
▲ 26.74%
4
Close
Sep 18, 2024
Ares Capital
4.34%
▲ 8.94%
2
Buy
Sep 18, 2024
Blue Owl Capital
1.85%
▲ 1.70%
2
Buy
Sep 18, 2024
Intel
1.86%
▲ 15.26%
4
Buy
Sep 17, 2024
Micron
3.11%
▲ 15.94%
1
Open
Sep 17, 2024
The Estée Lauder Companies
2.12%
▼ 31.59%
2
Buy
Sep 02, 2024
Stellantis
1.19%
▼ 26.71%
3
Buy
Sep 02, 2024
Walt Disney
1.75%
▲ 27.84%
1
Open
Aug 20, 2024
Alphabet Class A
2.5%
▲ 0.40%
1
Open
Aug 20, 2024
Bristol-Myers Squibb
5.35%
▲ 16.44%
6
Buy
Jul 30, 2024
Verizon
2.62%
▲ 26.67%
3
Buy
Jul 30, 2024
Medtronic
2.61%
▲ 9.50%
2
Buy
Jul 30, 2024
Enbridge
1.97%
▲ 26.79%
2
Buy
Jul 30, 2024