Mandi - New Portfolio

A Maxey

Mandi
Individual Investor
Ranked #216,638 out of 766,394 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
13.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.32%
6-Month Return-
12-Month Return-
YTD Return▲ 14.52%
Total Return▲ 14.52%

Best Trade

Opened at
Closed at-
Gain▲ 33.02%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.28%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.54%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.05%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 5.32%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 1.28%
▲ 25.72%▲ 1.21%▲ 2.54%
▼ 4.22%▲ 2.34%▲ 3.40%
▲ 7.82%▲ 2.10%▲ 4.05%
▲ 6.02%▼ 0.89%▼ 0.15%
▲ 22.71%▲ 5.30%▲ 5.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
10.98%
▲ 7.18%
1
Open
Jun 20, 2024
Berkshire Hathaway B
11.91%
▲ 14.23%
1
Open
Jun 20, 2024
Corning
12.75%
▲ 23.59%
1
Open
Jun 20, 2024
iShares U.S. Aerospace & Defense ETF
12.25%
▲ 17.51%
1
Open
Jun 20, 2024
Microsoft
9.91%
▼ 6.04%
1
Open
Jun 20, 2024
Nvidia
11.05%
▲ 11.08%
1
Open
Jun 20, 2024
Oracle
8.07%
▲ 33.02%
1
Open
Jun 20, 2024
Vanguard Dividend Appreciation ETF
11.59%
▲ 10.55%
1
Open
Jun 20, 2024
Vanguard High Dividend Yield Index ETF
11.5%
▲ 12.16%
1
Open
Jun 20, 2024