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New Portfolio May 2024 - New Portfolio

PerformancePortfolio Details

1FF2C882

New Portfolio May 2024
Individual Investor
Ranked #360,053 out of 858,885 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
19.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.34%
6-Month Return▲ 6.93%
12-Month Return▲ 25.31%
YTD Return▲ 0.91%
Total Return▲ 20.88%

Best Trade

AssetUS Bancorp (USB)
Opened at
Closed at-
Gain▲ 51.78%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.47%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.38%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.76%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.50%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.40%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.07%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.90%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.34%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.47%
▲ 10.96%▲ 2.38%▲ 0.38%
▼ 3.68%▲ 0.19%▲ 1.76%
▼ 0.10%▲ 0.08%▲ 0.50%
▲ 4.06%▲ 1.47%▲ 1.40%
▼ 1.12%▼ 0.86%▲ 0.07%
▲ 0.60%▼ 4.94%▼ 0.90%
▲ 4.89%▲ 4.48%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
10%
▲ 40.46%
1
Open
May 23, 2024
AXP
American Express
10%
▲ 36.06%
1
Open
May 23, 2024
BAC
Bank of America
10%
▲ 40.54%
1
Open
May 23, 2024
CVX
Chevron
10%
▲ 29.67%
1
Open
May 23, 2024
KHC
Kraft Heinz
10%
▼ 28.07%
1
Open
May 23, 2024
KO
Coca-Cola
10%
▲ 32.23%
1
Open
May 23, 2024
MCO
Moody's
10%
▲ 6.42%
1
Open
May 23, 2024
MSFT
Microsoft
10%
▼ 12.17%
1
Open
May 23, 2024
OXY
Occidental Petroleum
10%
▼ 2.72%
1
Open
May 23, 2024
USB
US Bancorp
10%
▲ 51.78%
1
Open
May 23, 2024