Individual - New Portfolio

Jarsin

Individual
Individual Investor
Ranked #3,931 out of 757,311 TipRanks' Investors
Success Rate
80%
116 out of 145
profitable transactions
Average Return
73.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.34%
6-Month Return▲ 9.96%
12-Month Return▲ 16.93%
YTD Return▲ 14.69%
Total Return▼ 21.35%

Best Trade

Opened at
Closed at-
Gain▲ 1054.37%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.13%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.39%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.75%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.69%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.68%
▲ 5.05%▲ 3.27%▲ 4.27%
▼ 12.40%▼ 4.03%▼ 3.37%
▲ 11.46%▲ 5.06%▲ 3.46%
▼ 2.25%▲ 3.53%▲ 0.13%
▲ 25.76%▲ 1.21%▲ 3.39%
▼ 4.21%▲ 2.34%▲ 3.75%
▲ 2.65%▼ 0.40%▲ 0.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Clearway Energy
1.21%
▲ 27.20%
5
Buy
Sep 16, 2024
Black Hills
1.79%
▲ 10.82%
6
Buy
Sep 13, 2024
3M
1.35%
▼ 10.99%
4
Buy
Sep 13, 2024
Valero Energy
2.05%
▲ 21.51%
7
Buy
Sep 13, 2024
Chevron
2.16%
▼ 6.98%
6
Buy
Sep 13, 2024
Realty Income
2.86%
▲ 26.88%
11
Buy
Sep 13, 2024
Zoetis
2.86%
▲ 152.41%
4
Buy
Sep 13, 2024
Honeywell International
3.44%
▲ 98.52%
4
Buy
Sep 13, 2024
Visa
4.29%
▲ 282.10%
4
Buy
Sep 13, 2024
Johnson & Johnson
5.39%
▲ 90.28%
4
Buy
Sep 13, 2024
Microsoft
7.01%
▲ 262.85%
4
Buy
Sep 13, 2024
Home Depot
6.78%
▲ 254.74%
4
Buy
Sep 13, 2024
LTC Properties
1.08%
▲ 15.68%
9
Buy
Sep 13, 2024
Walmart
2.23%
▲ 89.40%
6
Buy
Sep 13, 2024
Gen Digital
0.77%
▲ 29.89%
3
Buy
Sep 13, 2024
Comcast
▼ 9.55%
7
Close
Aug 21, 2024
Healthpeak Properties
0.97%
▲ 20.77%
4
Buy
Aug 16, 2024
Abbott Laboratories
2%
▲ 134.62%
4
Buy
Aug 15, 2024
Procter & Gamble
2.64%
▲ 32.98%
4
Buy
Aug 15, 2024
Colgate-Palmolive
1.47%
▲ 30.96%
4
Buy
Aug 15, 2024