New Portfolio Apr 2024 - New Portfolio

Andrew Carlssin

New Portfolio Apr 2024
Individual Investor
Ranked #466,776 out of 794,582 TipRanks' Investors
Success Rate
54%
32 out of 59
profitable transactions
Average Return
-0.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 14.52%
6-Month Return▼ 4.06%
12-Month Return-
YTD Return▼ 15.81%
Total Return▲ 8.05%

Best Trade

Opened at
Closed at-
Gain▲ 21.24%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.32%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.87%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 6.53%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.62%
Mar 2025
▼ 11.32%
▼ 9.67%
▼ 11.29%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.32%
▲ 10.00%▼ 0.89%▲ 0.60%
▲ 26.01%▲ 5.96%▲ 4.87%
▲ 5.33%▼ 2.41%▲ 6.53%
▲ 5.87%▲ 2.69%▲ 3.90%
▼ 12.86%▼ 1.27%▼ 2.18%
▼ 1.80%▼ 5.57%▼ 6.62%
▼ 11.32%▼ 9.67%▼ 11.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
0%
▼ 14.42%
3
Sell
Nov 11, 2024
Tesla
16.12%
▲ 12.68%
4
Buy
Oct 11, 2024
JPMorgan Chase
15.8%
▲ 2.80%
5
Buy
Oct 02, 2024
RTX
0.55%
▼ 4.46%
2
Buy
Oct 02, 2024
AbbVie
14.34%
▼ 0.32%
8
Buy
Sep 29, 2024
Dell Technologies
▲ 8.53%
2
Close
Sep 27, 2024
American Express
8.78%
▼ 4.99%
4
Buy
Sep 24, 2024
Apple
8.43%
▼ 13.63%
6
Buy
Sep 12, 2024
Broadcom
10.99%
▼ 0.21%
7
Buy
Sep 12, 2024
Ares Capital
17.51%
▲ 2.17%
6
Buy
Sep 03, 2024
Lockheed Martin
▲ 0.62%
2
Close
Sep 03, 2024
Vanguard Dividend Appreciation ETF
7.48%
▼ 5.10%
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