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Jan 2024 - New Portfolio

Myles Broadway

Jan 2024
Individual Investor
Ranked #210,358 out of 859,476 TipRanks' Investors
Success Rate
77%
20 out of 26
profitable transactions
Average Return
27.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.52%
6-Month Return▲ 15.01%
12-Month Return▲ 41.77%
YTD Return▲ 9.34%
Total Return▲ 51.89%

Best Trade

Opened at
Closed at-
Gain▲ 139.07%

Bio

Performance

14.43%0-14.43%
▲ 12.88%
▲ 3.56%
▲ 4.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.99%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.28%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.97%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.77%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.26%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.35%
Mar 2026
▲ 14.43%
▲ 9.20%
▲ 5.63%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.49%
▲ 10.96%▲ 2.38%▲ 1.99%
▼ 3.68%▲ 0.19%▲ 1.28%
▼ 0.10%▲ 0.08%▲ 0.97%
▲ 4.06%▲ 1.47%▲ 5.77%
▼ 1.12%▼ 0.86%▲ 1.26%
▲ 0.60%▼ 4.94%▼ 3.35%
▲ 14.43%▲ 9.20%▲ 5.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.18%
▲ 50.70%
3
Sell
Aug 31, 2024
Schwab US Dividend Equity ETF
25.21%
▲ 27.27%
4
Buy
Aug 31, 2024
Starbucks
▲ 3.67%
3
Close
Aug 31, 2024
Visa
5.61%
▲ 21.41%
4
Sell
Aug 31, 2024
Vanguard S&P 500 ETF
11.73%
▲ 53.68%
3
Sell
Aug 31, 2024
Invesco NASDAQ 100 ETF
16.92%
▲ 45.69%
2
Buy
Aug 31, 2024
Alphabet Class A
7.87%
▲ 124.85%
2
Buy
Aug 31, 2024
Lockheed Martin
5.09%
▲ 28.22%
2
Buy
Aug 31, 2024
Fidelity Blue Chip Growth ETF
14.74%
▲ 38.82%
1
Open
Aug 31, 2024
Occidental Petroleum
10.65%
▼ 2.21%
1
Open
Aug 31, 2024
VICI Properties
▼ 4.38%
3
Close
Feb 06, 2024
AT&T
▼ 0.72%
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