Stig - New Portfolio

Stig
Individual Investor
Ranked #299,974 out of 757,673 TipRanks' Investors
Success Rate
63%
10 out of 16
profitable transactions
Average Return
4.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.80%
6-Month Return▲ 3.17%
12-Month Return-
YTD Return▲ 7.85%
Total Return▲ 7.85%

Best Trade

Opened at
Closed at-
Gain▲ 23.58%

Bio

Defensive - and hedge against inflation to contiue up.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.82%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.96%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.44%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.18%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.25%
Aug 2024
▲ 5.59%
▲ 1.30%
▼ 0.51%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.61%
▲ 5.05%▲ 3.27%▲ 4.82%
▼ 12.40%▼ 4.03%▼ 1.16%
▲ 11.46%▲ 5.06%▲ 0.96%
▼ 2.25%▲ 3.53%▼ 0.44%
▲ 25.76%▲ 1.21%▲ 0.18%
▼ 4.21%▲ 2.34%▲ 2.25%
▲ 5.59%▲ 1.30%▼ 0.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
11.86%
▼ 3.63%
2
Buy
Apr 02, 2024
Kraft Heinz
10.68%
▲ 0.80%
2
Buy
Apr 02, 2024
Microsoft
12.41%
▲ 5.17%
2
Buy
Apr 02, 2024
Equinor ASA
10.12%
▼ 0.78%
2
Buy
Apr 02, 2024
Citigroup
13.92%
▲ 8.97%
2
Buy
Apr 02, 2024
Coca-Cola
14.59%
▲ 22.22%
2
Buy
Apr 02, 2024
McDonald's
14.5%
▲ 6.53%
2
Buy
Apr 02, 2024
Merck & Company
11.93%
▼ 7.03%
2
Buy
Apr 02, 2024