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New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #164,438 out of 815,805 TipRanks' Investors
Success Rate
80%
20 out of 25
profitable transactions
Average Return
23.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.09%
6-Month Return▲ 37.02%
12-Month Return▲ 45.66%
YTD Return▲ 27.93%
Total Return▲ 53.53%

Best Trade

Opened at
Closed at-
Gain▲ 147.52%

Bio

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Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▼ 1.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.03%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.18%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.48%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 7.88%
Jul 2025
▲ 7.86%
▲ 2.66%
▲ 3.55%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 1.05%
▼ 12.86%▼ 1.27%▼ 5.64%
▼ 1.80%▼ 5.57%▲ 2.03%
▲ 1.84%▼ 0.87%▲ 3.18%
▲ 12.20%▲ 6.28%▲ 11.51%
▲ 6.24%▲ 5.14%▲ 4.48%
▲ 27.87%▲ 2.30%▲ 7.88%
▲ 7.86%▲ 2.66%▲ 3.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway A
0%
▲ 0.80%
2
Buy
May 20, 2025
TMX Group
0%
▲ 2.13%
1
Open
May 19, 2025
Alcoa
0%
▲ 9.28%
1
Open
May 19, 2025
Macy's
0%
▲ 8.15%
3
Open
May 18, 2025
Agilent
0%
▲ 10.39%
1
Open
May 18, 2025
Barrick Mining
0%
▲ 45.16%
1
Open
May 18, 2025
Ralph Lauren
0%
▲ 7.55%
1
Open
May 18, 2025
Roche Holding AG
0%
▼ 9.00%
1
Open
Apr 02, 2025
NVR
0%
▲ 5.87%
1
Open
Jun 03, 2024
Canadian Tire
0%
▲ 31.04%
1
Open
Jun 03, 2024
Restaurant BrndLP
0%
▼ 12.86%
1
Open
Jun 03, 2024
Iluka Resources Limited
0%
▼ 9.80%
1
Open
May 30, 2024
Bunge Global
▲ 2.77%
2
Close
May 29, 2024
Hongkong & Shanghai Hotels
0%
▼ 5.61%
1
Open
May 29, 2024
Air Canada
0%
▲ 10.56%
1
Open
May 29, 2024
AT&T
4.27%
▲ 78.06%
1
Open
May 21, 2024
Rolls-Royce Holdings
0%
▲ 147.52%
1
Open
May 21, 2024
SPDR S&P 500 ETF Trust
95.73%
▲ 25.71%
2
Buy
May 20, 2024
Bitcoin
0%
▲ 61.92%
1
Open
Apr 09, 2024
Microsoft
0%
▲ 21.13%
2
Buy
Apr 09, 2024