New Portfolio Apr 2024 - New Portfolio

Ihatecactus

New Portfolio Apr 2024
Individual Investor
Ranked #96,516 out of 757,311 TipRanks' Investors
Success Rate
89%
16 out of 18
profitable transactions
Average Return
15.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.90%
6-Month Return-
12-Month Return-
YTD Return▲ 15.98%
Total Return▲ 15.98%

Best Trade

Opened at
Closed at-
Gain▲ 33.66%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.99%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.14%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.29%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.41%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.66%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 0.03%
▲ 11.46%▲ 5.06%▲ 2.99%
▼ 2.25%▲ 3.53%▲ 4.14%
▲ 25.76%▲ 1.21%▲ 4.29%
▼ 4.21%▲ 2.34%▲ 4.41%
▲ 2.65%▼ 0.40%▼ 0.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
5.76%
▲ 29.59%
2
Buy
Apr 14, 2024
Enterprise Products Partners
5.41%
▲ 7.21%
1
Open
Apr 14, 2024
Broadcom
8.03%
▲ 23.10%
1
Open
Apr 04, 2024
Federal Realty
5.12%
▲ 17.55%
1
Open
Apr 04, 2024
Alphabet Class A
5.27%
▲ 6.43%
1
Open
Apr 04, 2024
Kraft Heinz
5.45%
▼ 3.47%
1
Open
Apr 04, 2024
Lowe's
8.07%
▲ 8.86%
1
Open
Apr 04, 2024
Realty Income
6.92%
▲ 21.00%
1
Open
Apr 04, 2024
Palo Alto Networks
1.92%
▲ 24.34%
1
Open
Apr 04, 2024
Public Storage
9.4%
▲ 31.05%
1
Open
Apr 04, 2024
Schwab US Dividend Equity ETF
13.39%
▲ 8.00%
1
Open
Apr 04, 2024
SPDR S&P 500 ETF Trust
3.53%
▲ 9.77%
1
Open
Apr 04, 2024
Sysco
3.9%
▼ 1.91%
1
Open
Apr 04, 2024
VICI Properties
2.23%
▲ 16.17%
1
Open
Apr 04, 2024
Vanguard S&P 500 ETF
2.44%
▲ 9.42%
1
Open
Apr 04, 2024
Vanguard Total Stock Market ETF
3.75%
▲ 9.32%
1
Open
Apr 04, 2024
Walmart
9.41%
▲ 33.66%
1
Open
Apr 04, 2024