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New Portfolio Apr 2024 - New Portfolio

Andrew Carlssin

New Portfolio Apr 2024
Individual Investor
Ranked #28,760 out of 859,299 TipRanks' Investors
Success Rate
92%
54 out of 59
profitable transactions
Average Return
42.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.33%
6-Month Return▲ 2.64%
12-Month Return▲ 44.96%
YTD Return▼ 1.71%
Total Return▲ 63.53%

Best Trade

Opened at
Closed at-
Gain▲ 194.57%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.52%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.06%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.44%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.30%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.69%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.14%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.81%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 7.30%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.52%
▲ 10.96%▲ 2.38%▲ 3.06%
▼ 3.68%▲ 0.19%▲ 2.44%
▼ 0.10%▲ 0.08%▼ 1.30%
▲ 4.06%▲ 1.47%▼ 2.69%
▼ 1.12%▼ 0.86%▼ 2.14%
▲ 0.60%▼ 4.94%▼ 3.81%
▲ 12.62%▲ 7.63%▲ 7.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
0%
▼ 1.68%
3
Sell
Nov 11, 2024
Tesla
17.11%
▲ 84.46%
4
Buy
Oct 11, 2024
JPMorgan Chase
16.32%
▲ 52.47%
5
Buy
Oct 02, 2024
RTX
0.66%
▲ 64.10%
2
Buy
Oct 02, 2024
AbbVie
11.26%
▲ 15.80%
8
Buy
Sep 29, 2024
Dell Technologies
▲ 8.53%
2
Close
Sep 27, 2024
American Express
8.58%
▲ 35.20%
4
Buy
Sep 24, 2024
Apple
8.09%
▲ 22.69%
6
Buy
Sep 12, 2024
Broadcom
19.97%
▲ 172.80%
7
Buy
Sep 12, 2024
Ares Capital
11.4%
▲ 6.59%
6
Buy
Sep 03, 2024
Lockheed Martin
▲ 0.62%
2
Close
Sep 03, 2024
Vanguard Dividend Appreciation ETF
6.61%
▲ 22.21%
3
Buy
Aug 26, 2024
Berkshire Hathaway B
▲ 1.32%
2
Close
Jul 31, 2024
McDonald's
▲ 4.75%
2
Close
Jul 31, 2024
Texas Instruments
▲ 3.46%
2
Close
Jul 31, 2024
Bank of America
▲ 12.50%
2
Close
Jul 24, 2024
Chevron
▼ 3.26%
2
Close
Jul 24, 2024
Kraft Heinz
▼ 12.36%
2
Close
Jul 24, 2024
Coca-Cola
▲ 9.53%
2
Close
Jul 24, 2024
Moody's
▲ 14.62%
2
Close
Jul 24, 2024