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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #114,002 out of 757,311 TipRanks' Investors
Success Rate
21 out of 26
profitable transactions
profitable transactions
Average Return
8.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.74%
6-Month Return▲ 9.32%
12-Month Return▲ 17.25%
YTD Return▲ 14.54%
Total Return▲ 19.24%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.85%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.11%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.03%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.23%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.15%
Sep 2024
▲ 14.08%▲ 5.22%▲ 1.85%
▲ 5.05%▲ 3.27%▲ 4.44%
▼ 12.40%▼ 4.03%▼ 5.46%
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 0.11%
▲ 25.76%▲ 1.21%▲ 4.03%
▼ 4.21%▲ 2.34%▲ 2.23%
▲ 2.65%▼ 0.40%▲ 1.15%
Recent Activity
British American Tobacco
6.71%
▲ 15.69%
13
Sell
Sep 19, 2024
Warner Bros
―
▼ 33.36%
3
Close
Sep 19, 2024
Microsoft
0%
0.00%
1
Open
Sep 18, 2024
Blackstone Secured Lending Fund
26.82%
▲ 0.73%
11
Buy
Sep 17, 2024
Eli Lilly & Co
0%
▼ 0.13%
1
Open
Sep 17, 2024
Vodafone
4.14%
▲ 27.13%
6
Sell
Sep 16, 2024
Ford Motor
17.36%
▲ 1.99%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024
Energy Transfer
23.68%
▲ 43.48%
2
Buy
May 02, 2023
MPLX
21.3%
▲ 41.59%
2
Buy
May 02, 2023