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Jan 2024 - New Portfolio

Myles Broadway

Jan 2024
Individual Investor
Ranked #213,070 out of 788,174 TipRanks' Investors
Success Rate
73%
19 out of 26
profitable transactions
Average Return
10.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.03%
6-Month Return▲ 8.22%
12-Month Return▲ 20.14%
YTD Return▲ 2.38%
Total Return▲ 22.21%

Best Trade

Opened at
Closed at-
Gain▲ 36.50%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.67%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.71%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.69%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 0.35%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 2.06%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 0.32%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.67%
▼ 13.14%▲ 2.34%▲ 5.71%
▲ 2.93%▲ 2.10%▲ 1.10%
▲ 9.99%▼ 0.89%▼ 0.23%
▲ 26.04%▲ 5.96%▲ 3.69%
▲ 5.81%▼ 2.41%▼ 0.35%
▲ 4.98%▲ 2.69%▲ 2.06%
▼ 8.93%▲ 1.85%▲ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.4%
▲ 36.50%
3
Sell
Aug 31, 2024
Schwab US Dividend Equity ETF
26.85%
▲ 10.77%
4
Buy
Aug 31, 2024
Starbucks
▲ 3.67%
3
Close
Aug 31, 2024
Visa
7.32%
▲ 33.23%
4
Sell
Aug 31, 2024
Vanguard S&P 500 ETF
11.83%
▲ 30.13%
3
Sell
Aug 31, 2024
Invesco NASDAQ 100 ETF
16.57%
▲ 19.80%
2
Buy
Aug 31, 2024
Alphabet Class A
4.95%
▲ 20.89%
2
Buy
Aug 31, 2024
Lockheed Martin
4.24%
▼ 8.72%
2
Buy
Aug 31, 2024
Fidelity Blue Chip Growth ETF
14.38%
▲ 15.57%
1
Open
Aug 31, 2024
Occidental Petroleum
11.46%
▼ 7.78%
1
Open
Aug 31, 2024
VICI Properties
▼ 4.38%
3
Close
Feb 06, 2024
AT&T
▼ 0.71%
2
Close
Jan 24, 2024
Vanguard Total Stock Market ETF
▲ 3.20%
2
Close
Jan 22, 2024
Realty Income
▼ 4.04%
2
Close
Jan 22, 2024
Chevron
▼ 5.26%
2
Close
Jan 22, 2024
Microsoft
▲ 7.82%
2
Close
Jan 22, 2024
JPMorgan Equity Premium Income ETF
▲ 1.66%
2
Close
Jan 22, 2024