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Living Trust - New Portfolio

Craig Cooper

Living Trust
Individual Investor
Ranked #139,238 out of 781,066 TipRanks' Investors
Success Rate
59%
67 out of 114
profitable transactions
Average Return
18.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.55%
6-Month Return▲ 8.11%
12-Month Return▲ 26.47%
YTD Return▲ 3.18%
Total Return▲ 31.84%

Best Trade

Opened at
Closed at
Gain▲ 948.27%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.00%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.54%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.17%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.01%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.41%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.18%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.00%
▲ 8.13%▲ 1.21%▼ 0.54%
▼ 13.14%▲ 2.34%▼ 1.35%
▲ 2.93%▲ 2.10%▲ 4.17%
▲ 10.00%▼ 0.89%▼ 2.24%
▲ 26.04%▲ 5.96%▲ 7.01%
▲ 5.93%▼ 2.41%▼ 2.41%
▲ 9.79%▲ 0.95%▲ 3.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
18.3%
▲ 20.99%
11
Buy
Jan 15, 2025
Energy Transfer
4.63%
▲ 24.64%
4
Buy
Nov 19, 2024
OneMain Holdings
2.67%
▲ 3.54%
2
Buy
Nov 18, 2024
Nvidia
5.28%
▼ 2.60%
1
Buy
Nov 15, 2024
Chewy
1.77%
▲ 27.04%
2
Buy
Nov 13, 2024
Marathon Petroleum
▼ 10.33%
3
Close
Nov 08, 2024
Amazon
10.82%
▲ 13.11%
4
Buy
Nov 08, 2024
Rockwell Med
0.1%
▼ 50.57%
2
Sell
Nov 08, 2024
B2Gold
▲ 4.08%
3
Close
Nov 07, 2024
Barrick Gold
▲ 8.01%
3
Close
Nov 07, 2024
Costco
9.03%
▲ 103.07%
3
Sell
Nov 07, 2024
Blue Owl Capital
▼ 2.48%
8
Sell
Nov 06, 2024
Tourmaline Bio
0.86%
▼ 33.75%
1
Buy
Nov 06, 2024
MGM Resorts
▼ 10.48%
3
Close
Nov 05, 2024
AST SpaceMobile
▼ 0.36%
3
Sell
Nov 05, 2024
Micron
▼ 9.33%
3
Sell
Nov 05, 2024
Verizon
4.49%
▲ 2.71%
7
Buy
Nov 01, 2024
Owens Corning
▼ 4.92%
3
Close
Oct 23, 2024
DraftKings
▼ 15.08%
3
Sell
Oct 22, 2024
Alphabet Class C
5.68%
▲ 42.46%
3
Buy
Oct 22, 2024