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New Portfolio Apr 2024 - New Portfolio
Andrew Carlssin
New Portfolio Apr 2024Individual Investor
Ranked #25,626 out of 788,174 TipRanks' Investors
Success Rate
54 out of 59
profitable transactions
profitable transactions
Average Return
20.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.30%
6-Month Return▲ 24.62%
12-Month Return-
YTD Return▲ 5.75%
Total Return▲ 35.91%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 7.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.32%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.87%
Nov 2024
▲ 5.81%
▼ 2.41%
▲ 6.68%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 4.90%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 0.81%
Feb 2025
▲ 8.13%▲ 1.21%▲ 7.55%
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 4.32%
▲ 9.99%▼ 0.89%▲ 0.60%
▲ 26.04%▲ 5.96%▲ 4.87%
▲ 5.81%▼ 2.41%▲ 6.68%
▲ 4.98%▲ 2.69%▲ 4.90%
▼ 8.93%▲ 1.85%▲ 0.81%
Recent Activity
Microsoft
0%
▼ 1.55%
3
Sell
Nov 11, 2024
Tesla
18.1%
▲ 66.79%
4
Buy
Oct 11, 2024
JPMorgan Chase & Co.
15.81%
▲ 29.63%
5
Buy
Oct 02, 2024
RTX
0.46%
▲ 1.26%
2
Buy
Oct 02, 2024
AbbVie
12.17%
▲ 7.10%
8
Buy
Sep 29, 2024
Dell Technologies
―
▲ 8.53%
2
Close
Sep 27, 2024
American Express
8.88%
▲ 23.14%
4
Buy
Sep 24, 2024
Apple
8.67%
▲ 12.71%
6
Buy
Sep 12, 2024
Broadcom
13.07%
▲ 54.20%
7
Buy
Sep 12, 2024
Ares Capital
16.12%
▲ 17.04%
6
Buy
Sep 03, 2024
Lockheed Martin
―
▲ 0.62%
2
Close
Sep 03, 2024
Vanguard Dividend Appreciation ETF
6.73%
▲ 8.89%
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