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New Portfolio - New Portfolio
msl@levisfinancial.com
New PortfolioIndividual Investor
Ranked #341,673 out of 783,619 TipRanks' Investors
Success Rate
21 out of 38
profitable transactions
profitable transactions
Average Return
7.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.19%
6-Month Return▲ 2.56%
12-Month Return▲ 13.51%
YTD Return▲ 5.19%
Total Return▲ 18.27%
Best Trade
Bio
High dividend yield with moderate growth potential
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.10%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.03%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.87%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.36%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.23%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 5.19%
Jan 2025
▲ 9.79%▲ 3.53%▲ 0.10%
▲ 8.13%▲ 1.21%▲ 4.03%
▼ 13.14%▲ 2.34%▲ 1.70%
▲ 2.93%▲ 2.10%▲ 0.87%
▲ 9.99%▼ 0.89%▼ 2.36%
▲ 26.04%▲ 5.96%▲ 2.23%
▲ 5.93%▼ 2.41%▼ 4.78%
▲ 3.19%▲ 2.68%▲ 5.19%
Recent Activity
Star Bulk Carriers
25.85%
▼ 20.41%
11
Buy
Dec 06, 2024
Energy Transfer
16.71%
▲ 95.14%
5
Sell
Nov 27, 2024
MPLX
20.14%
▲ 78.69%
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%
▼ 3.48%
1
Open
Sep 18, 2024
Blackstone Secured Lending Fund
23.98%
▲ 16.11%
11
Buy
Sep 17, 2024
Eli Lilly & Co
0%
▼ 9.00%
1
Open
Sep 17, 2024
Ford Motor
13.32%
▼ 4.35%
3
Sell
Sep 05, 2024
AT&T
―
▲ 9.07%
3
Close
Feb 04, 2024