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Custodial - New Portfolio

PerformancePortfolio Details

A Maxey

Custodial
Individual Investor
Ranked #16,190 out of 767,017 TipRanks' Investors
Success Rate
63%
77 out of 122
profitable transactions
Average Return
84.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.81%
6-Month Return-
12-Month Return-
YTD Return▲ 1.00%
Total Return▲ 1.00%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at
Gain▲ 9833.82%

Bio

Evolving portfolio one day at a time.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.20%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.57%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.98%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 3.95%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▲ 0.03%
▲ 25.72%▲ 1.21%▲ 7.20%
▼ 4.22%▲ 2.34%▼ 3.14%
▲ 7.82%▲ 2.10%▼ 4.57%
▲ 6.02%▼ 0.89%▼ 1.98%
▲ 9.99%▲ 4.97%▲ 3.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SCHD
Schwab US Dividend Equity ETF
―
▼ 0.75%
4
Close
Oct 25, 2024
OXY
Occidental Petroleum
―
▼ 0.27%
5
Sell
Oct 25, 2024
SCHG
Schwab U.S. Large-Cap Growth ETF
―
▼ 1.31%
2
Sell
Oct 25, 2024
ZS
Zscaler
―
▲ 0.05%
6
Sell
Oct 04, 2024
GM
General Motors
―
▼ 0.19%
5
Sell
Oct 04, 2024
AP
Ampco-Pittsburgh
―
▼ 9.36%
2
Close
Oct 04, 2024
BRK.B
Berkshire Hathaway B
48.86%
▲ 8.96%
3
Buy
Sep 20, 2024
NVDA
Nvidia
―
▲ 3.49%
15
Close
Sep 06, 2024
SPY
SPDR S&P 500 ETF Trust
22.66%
▲ 10.50%
2
Buy
Sep 06, 2024
CRM
Salesforce
―
▲ 0.28%
2
Close
Aug 28, 2024
IXC
iShares Global Energy ETF
―
▲ 2.46%
4
Sell
Aug 27, 2024
XLK
Technology Select Sector SPDR Fund
―
▲ 6.42%
2
Sell
Aug 27, 2024
RIOT
Riot Platforms
―
▲ 4.23%
2
Close
Aug 27, 2024
EQT
EQT
―
▲ 2.19%
2
Close
Aug 27, 2024
SY
So-Young International
―
▼ 9.25%
2
Sell
Aug 27, 2024
CMG
Chipotle
―
▼ 1.08%
2
Close
Aug 20, 2024
IWY
iShares Russell Top 200 Growth ETF
―
▲ 0.27%
2
Sell
Aug 20, 2024
MGK
Vanguard Mega Cap Growth ETF
―
▲ 0.32%
6
Sell
Aug 15, 2024
IBIT
IShares Bitcoin Trust Registered
―
▲ 0.65%
5
Close
Aug 15, 2024
LUMN
Lumen Technologies
―
▲ 67.91%
3
Sell
Aug 09, 2024