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Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #38,135 out of 770,014 TipRanks' Investors
Success Rate
81%
46 out of 57
profitable transactions
Average Return
31.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.95%
6-Month Return▲ 12.04%
12-Month Return-
YTD Return▲ 19.53%
Total Return▲ 19.53%

Best Trade

Opened at
Closed at-
Gain▲ 113.28%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 7.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.32%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.62%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.04%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.09%
▲ 11.46%▲ 5.06%▲ 6.16%
▼ 2.25%▲ 3.53%▲ 1.32%
▲ 25.72%▲ 1.21%▲ 3.55%
▼ 4.22%▲ 2.34%▲ 3.64%
▲ 7.82%▲ 2.10%▲ 1.60%
▲ 5.70%▼ 0.89%▼ 1.62%
▲ 31.73%▲ 4.73%▲ 3.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadstone Net Lease
0.2%
▲ 17.14%
4
Buy
Jul 18, 2024
Bank of America
1.03%
▲ 58.62%
3
Buy
Jul 18, 2024
PepsiCo
0.85%
▼ 5.43%
2
Buy
Jul 18, 2024
SPDR Portfolio Developed World ex-US ETF
1.05%
▲ 21.02%
3
Buy
Jul 18, 2024
US Bancorp
1.69%
▲ 58.28%
3
Buy
Jul 18, 2024
Vanguard FTSE Europe ETF
1.2%
▲ 17.77%
2
Buy
Jul 18, 2024
Kimberly Clark
2.13%
▲ 7.82%
3
Buy
Jul 18, 2024
Vanguard Growth ETF
2.04%
▲ 57.07%
2
Buy
Jul 18, 2024
Vanguard Dividend Appreciation ETF
2.59%
▲ 71.90%
2
Buy
Jul 18, 2024
Kraft Heinz
3.04%
▼ 8.82%
3
Buy
Jul 18, 2024
Walmart
4.16%
▲ 110.74%
3
Buy
Jul 18, 2024
Main Street Capital
3.47%
▲ 31.76%
3
Buy
Jul 18, 2024
Schwab US Dividend Equity ETF
4.96%
▲ 17.59%
3
Buy
Jul 18, 2024
Vanguard S&P 500 ETF
15.55%
▲ 43.81%
3
Buy
Jul 18, 2024
JPMorgan Equity Premium Income ETF
18.16%
▲ 10.56%
3
Buy
Jul 18, 2024
Realty Income
20.77%
▼ 3.38%
3
Buy
Jul 18, 2024
McDonald's
0.76%
▲ 13.59%
2
Buy
Jun 21, 2024
ClearBridge Energy Midstream Opportunity Fund Inc
0.99%
▲ 104.41%
2
Buy
Jun 21, 2024
Microsoft
1.61%
▲ 54.09%
2
Buy
Jun 21, 2024
Johnson & Johnson
2.02%
▼ 6.80%
2
Buy
Jun 21, 2024