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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #306,442 out of 796,960 TipRanks' Investors
Success Rate
21 out of 38
profitable transactions
profitable transactions
Average Return
1.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.11%
6-Month Return▼ 4.85%
12-Month Return▲ 2.54%
YTD Return▼ 0.88%
Total Return▲ 11.53%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.36%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.23%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.71%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 3.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.88%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 4.83%
Apr 2025
▲ 2.92%▲ 2.10%▲ 0.87%
▲ 10.00%▼ 0.89%▼ 2.36%
▲ 25.97%▲ 5.96%▲ 2.23%
▲ 5.39%▼ 2.41%▼ 4.71%
▲ 6.04%▲ 2.69%▲ 3.77%
▼ 12.86%▼ 1.27%▲ 1.26%
▼ 1.80%▼ 5.57%▼ 0.88%
▲ 1.97%▼ 2.27%▼ 4.83%
Recent Activity
Star Bulk Carriers
26.01%
▼ 25.64%
11
Buy
Dec 06, 2024
Energy Transfer
15.11%
▲ 65.47%
5
Sell
Nov 27, 2024
MPLX
21.49%
▲ 79.17%
3
Sell
Nov 26, 2024
Vodafone
―
▲ 20.41%
7
Close
Oct 03, 2024
British American Tobacco
―
▲ 13.58%
15
Close
Oct 01, 2024
Warner Bros
―
▼ 33.52%
3
Close
Sep 19, 2024
Microsoft
0%
▼ 9.74%
1
Open
Sep 18, 2024
Blackstone Secured Lending Fund
23.09%
▲ 5.63%
11
Buy
Sep 17, 2024
Eli Lilly & Co
0%
▼ 4.81%
1
Open
Sep 17, 2024
Ford Motor
14.3%
▼ 2.19%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024