6/21/2024 - New Portfolio

George

6/21/2024
Individual Investor
Ranked #323,599 out of 757,311 TipRanks' Investors
Success Rate
58%
7 out of 12
profitable transactions
Average Return
2.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return-
12-Month Return-
YTD Return▲ 4.79%
Total Return▲ 4.79%

Best Trade

Opened at
Closed at-
Gain▲ 13.75%

Bio

Energy, Large Cap, Dividends, Greater Than 20% Projected, Smart Score 10

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%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.98%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.70%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.12%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.20%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 2.98%
▲ 25.76%▲ 1.21%▲ 2.70%
▼ 4.21%▲ 2.34%▼ 1.12%
▲ 2.65%▼ 0.40%▲ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Delta Air Lines
7.98%
▼ 0.75%
1
Open
Jun 28, 2024
DigitalBridge Group
8.37%
▲ 2.19%
1
Open
Jun 28, 2024
Marvell
8.58%
▲ 2.45%
1
Open
Jun 28, 2024
Matador Resources
7%
▼ 12.94%
1
Open
Jun 28, 2024
Vistra Energy
8.82%
▲ 6.06%
1
Open
Jun 28, 2024
Atlas Energy Solutions
9.24%
▲ 13.01%
1
Open
Jun 21, 2024
Energy Transfer
8.2%
▲ 2.48%
1
Open
Jun 21, 2024
Golar LNG
9.52%
▲ 13.75%
1
Open
Jun 21, 2024
LKQ
7.84%
▼ 1.38%
1
Open
Jun 21, 2024
Northern Oil And Gas
7.97%
▼ 0.57%
1
Open
Jun 21, 2024
Blue Owl Capital
8.58%
▲ 4.84%
1
Open
Jun 21, 2024
Shell
7.88%
▼ 1.61%
1
Open
Jun 21, 2024