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Living Trust - New Portfolio

Craig Cooper

Living Trust
Individual Investor
Ranked #364,332 out of 797,085 TipRanks' Investors
Success Rate
43%
59 out of 137
profitable transactions
Average Return
9.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.71%
6-Month Return▼ 2.65%
12-Month Return▲ 5.51%
YTD Return▼ 4.95%
Total Return▲ 21.68%

Best Trade

Opened at
Closed at
Gain▲ 948.27%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.17%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.01%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.25%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 5.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.26%
Mar 2025
▲ 3.42%
▼ 1.56%
▼ 1.55%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.17%
▲ 10.00%▼ 0.89%▼ 2.21%
▲ 25.97%▲ 5.96%▲ 7.01%
▲ 5.39%▼ 2.41%▼ 2.25%
▲ 6.04%▲ 2.69%▲ 5.43%
▼ 12.86%▼ 1.27%▼ 1.26%
▼ 1.80%▼ 5.57%▼ 7.26%
▲ 3.42%▼ 1.56%▼ 1.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
5.01%
▲ 1.17%
15
Buy
Apr 16, 2025
Applied Materials
▼ 3.11%
3
Close
Apr 08, 2025
Energy Transfer
▲ 3.92%
6
Close
Apr 08, 2025
Alphabet Class C
▲ 18.79%
4
Close
Apr 08, 2025
Flutter Entertainment PLC
▼ 7.28%
2
Close
Apr 08, 2025
89bio
▼ 43.11%
2
Close
Apr 08, 2025
International Business Machines
▼ 13.17%
2
Close
Apr 08, 2025
ASML Holding
▼ 5.83%
3
Sell
Apr 05, 2025
3M
▼ 3.42%
4
Sell
Apr 05, 2025
Delta Air Lines
▼ 23.15%
3
Close
Apr 04, 2025
Cisco Systems
0.68%
▼ 7.56%
2
Sell
Apr 04, 2025
Progressive
▲ 11.31%
2
Close
Apr 04, 2025
Hewlett Packard Enterprise
▼ 37.36%
2
Close
Apr 04, 2025
Nike
▼ 9.66%
3
Sell
Mar 27, 2025
Costco
8.74%
▲ 65.11%
4
Buy
Mar 07, 2025
Nvidia
3.31%
▼ 12.00%
2
Buy
Mar 04, 2025
Verizon
3.37%
▼ 0.64%
9
Buy
Feb 28, 2025
Las Vegas Sands
▼ 10.94%
3
Close
Feb 21, 2025
OneMain Holdings
1.51%
▼ 8.61%
3
Buy
Feb 20, 2025
Micron
▼ 2.30%
5
Close
Feb 16, 2025