Primary Portfolio - New Portfolio

Robert Walker

Primary Portfolio
Individual Investor
Ranked #141,394 out of 766,001 TipRanks' Investors
Success Rate
62%
76 out of 122
profitable transactions
Average Return
11.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.38%
6-Month Return▲ 12.92%
12-Month Return▲ 32.31%
YTD Return▲ 18.65%
Total Return▲ 19.31%

Best Trade

Opened at
Closed at-
Gain▲ 206.76%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.18%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.44%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.33%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.90%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 3.18%
▼ 2.25%▲ 3.53%▲ 2.44%
▲ 25.72%▲ 1.21%▲ 3.22%
▼ 4.22%▲ 2.34%▲ 1.33%
▲ 7.82%▲ 2.10%▲ 2.09%
▲ 6.02%▼ 0.89%▼ 1.33%
▲ 5.59%▲ 5.20%▲ 4.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lululemon Athletica
3.08%
▼ 5.47%
6
Buy
Oct 16, 2024
Constellation Software
2.72%
▲ 12.84%
5
Buy
Oct 16, 2024
Lumine Group Inc
▲ 10.55%
3
Close
Oct 16, 2024
ASML Holding
2.33%
▼ 9.91%
2
Buy
Oct 16, 2024
BioNTech SE
2.12%
▼ 6.28%
2
Buy
Oct 16, 2024
Deere
▲ 0.68%
2
Close
Oct 11, 2024
Major Drilling
▼ 8.60%
2
Close
Oct 10, 2024
Transocean
▼ 37.04%
5
Close
Oct 08, 2024
Alimentation Couche-Tard Inc
2.55%
▲ 6.10%
4
Buy
Oct 08, 2024
Nvidia
10.28%
▲ 79.40%
3
Buy
Oct 08, 2024
Kyndryl Holdings Incorporation
2.47%
▲ 16.02%
2
Buy
Oct 08, 2024
BWX Technologies
4.83%
▲ 49.03%
4
Buy
Sep 24, 2024
Loews
3.38%
▲ 17.19%
5
Buy
Sep 24, 2024
Microsoft
3.69%
▲ 1.72%
3
Buy
Sep 24, 2024
Alphabet Class C
3.71%
▲ 17.87%
5
Buy
Sep 24, 2024
Costco
4.12%
▲ 27.19%
4
Buy
Sep 24, 2024
Aercap Holdings
3.89%
▲ 12.36%
3
Buy
Sep 24, 2024
Tourmaline Oil
▼ 0.26%
4
Close
Sep 24, 2024
Danaher
3.06%
▼ 1.90%
2
Buy
Sep 24, 2024
Mastercard
2.29%
▲ 10.80%
3
Buy
Sep 24, 2024