Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #37,583 out of 766,001 TipRanks' Investors
Success Rate
81%
46 out of 57
profitable transactions
Average Return
30.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.14%
6-Month Return▲ 12.75%
12-Month Return-
YTD Return▲ 18.57%
Total Return▲ 18.57%

Best Trade

Opened at
Closed at-
Gain▲ 102.15%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 1.62%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.21%
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%
▲ 6.02%▼ 0.89%▼ 1.62%
▲ 5.59%▲ 5.20%▲ 2.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadstone Net Lease
0.2%
▲ 18.89%
4
Buy
Jul 18, 2024
Bank of America
0.98%
▲ 50.71%
3
Buy
Jul 18, 2024
PepsiCo
0.87%
▼ 4.24%
2
Buy
Jul 18, 2024
SPDR Portfolio Developed World ex-US ETF
1.07%
▲ 22.28%
3
Buy
Jul 18, 2024
US Bancorp
1.59%
▲ 48.18%
3
Buy
Jul 18, 2024
Vanguard FTSE Europe ETF
1.23%
▲ 20.11%
2
Buy
Jul 18, 2024
Kimberly Clark
2.04%
▲ 3.53%
3
Buy
Jul 18, 2024
Vanguard Growth ETF
2.05%
▲ 58.38%
2
Buy
Jul 18, 2024
Vanguard Dividend Appreciation ETF
2.59%
▲ 71.16%
2
Buy
Jul 18, 2024
Kraft Heinz
3.14%
▼ 6.03%
3
Buy
Jul 18, 2024
Walmart
3.88%
▲ 99.74%
3
Buy
Jul 18, 2024
Main Street Capital
3.3%
▲ 25.38%
3
Buy
Jul 18, 2024
Schwab US Dividend Equity ETF
4.93%
▲ 15.87%
3
Buy
Jul 18, 2024
Vanguard S&P 500 ETF
15.55%
▲ 44.00%
3
Buy
Jul 18, 2024
JPMorgan Equity Premium Income ETF
18.04%
▲ 9.70%
3
Buy
Jul 18, 2024
Realty Income
20.78%
▼ 3.28%
3
Buy
Jul 18, 2024
McDonald's
0.77%
▲ 14.66%
2
Buy
Jun 21, 2024
ClearBridge Energy Midstream Opportunity Fund Inc
0.94%
▲ 93.48%
2
Buy
Jun 21, 2024
Microsoft
1.6%
▲ 55.47%
2
Buy
Jun 21, 2024
Johnson & Johnson
2.05%
▼ 6.98%
2
Buy
Jun 21, 2024