Kris - New Portfolio

Safe Harbor

Kris
Individual Investor
Ranked #193,946 out of 757,492 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
14.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.13%
6-Month Return-
12-Month Return-
YTD Return▲ 16.65%
Total Return▲ 16.65%

Best Trade

Opened at
Closed at-
Gain▲ 39.08%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.17%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 10.41%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.98%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 8.70%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 1.37%
▼ 2.25%▲ 3.53%▼ 3.17%
▲ 25.76%▲ 1.21%▲ 10.41%
▼ 4.21%▲ 2.34%▼ 0.98%
▲ 2.65%▼ 0.40%▲ 8.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Coastal Insurance
12.5%
▲ 5.59%
1
Open
May 09, 2024
Academy Sports and Outdoors
12.5%
▲ 10.12%
1
Open
May 09, 2024
BankFirst Capital (Mississippi)
12.5%
▲ 39.08%
1
Open
May 09, 2024
International Money Express
12.5%
▼ 9.47%
1
Open
May 09, 2024
Net Lease Office Properties
12.5%
▲ 31.56%
1
Open
May 09, 2024
PayPal Holdings
12.5%
▲ 20.36%
1
Open
May 09, 2024
JM Smucker
12.5%
▲ 7.15%
1
Open
May 09, 2024
Solventum Corporation
12.5%
▲ 11.58%
1
Open
May 09, 2024