****0799 - New Portfolio

Safe Harbor

****0799
Individual Investor
Ranked #93,239 out of 757,311 TipRanks' Investors
Success Rate
86%
19 out of 22
profitable transactions
Average Return
13.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.63%
6-Month Return-
12-Month Return-
YTD Return▲ 17.65%
Total Return▲ 17.65%

Best Trade

Opened at
Closed at-
Gain▲ 32.37%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.29%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.88%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.67%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 7.57%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 7.72%
▼ 2.25%▲ 3.53%▼ 8.29%
▲ 25.76%▲ 1.21%▲ 8.88%
▼ 4.21%▲ 2.34%▲ 1.67%
▲ 2.65%▼ 0.40%▲ 7.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
International Money Express
0.22%
▼ 5.62%
2
Buy
Jul 13, 2024
American Coastal Insurance
0.66%
▲ 1.32%
3
Buy
Jul 13, 2024
Academy Sports and Outdoors
0.85%
▲ 15.48%
5
Buy
Jul 13, 2024
JM Smucker
1.36%
▲ 12.02%
2
Buy
Jul 13, 2024
PayPal Holdings
1.77%
▲ 18.24%
2
Buy
Jul 13, 2024
Solventum Corporation
2.98%
▲ 19.86%
6
Buy
Jul 13, 2024
Net Lease Office Properties
0.36%
▲ 30.32%
1
Buy
Jul 10, 2024
Global Payments
0.65%
▲ 10.82%
1
Buy
May 29, 2024