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6/21/2024 - New Portfolio

George

6/21/2024
Individual Investor
Ranked #394,174 out of 800,570 TipRanks' Investors
Success Rate
50%
6 out of 12
profitable transactions
Average Return
2.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.81%
6-Month Return▼ 14.68%
12-Month Return-
YTD Return▼ 12.53%
Total Return▲ 6.79%

Best Trade

Opened at
Closed at-
Gain▲ 80.98%

Bio

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

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 4.21%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 11.63%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.60%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 5.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.32%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 8.22%
Apr 2025
▲ 9.98%
▲ 5.15%
▲ 8.11%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 4.21%
▲ 25.97%▲ 5.96%▲ 11.63%
▲ 5.42%▼ 2.41%▼ 3.60%
▲ 6.01%▲ 2.69%▲ 5.39%
▼ 12.86%▼ 1.27%▼ 7.76%
▼ 1.80%▼ 5.57%▼ 9.32%
▲ 1.76%▼ 0.87%▼ 8.22%
▲ 9.98%▲ 5.15%▲ 8.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Atlas Energy Solutions
0%
▼ 31.88%
2
Sell
Nov 22, 2024
Energy Transfer
0%
▲ 22.44%
2
Sell
Nov 22, 2024
Shell
0%
▼ 1.73%
2
Sell
Oct 31, 2024
Delta Air Lines
0%
▲ 3.45%
2
Sell
Oct 30, 2024
DigitalBridge Group
0%
▼ 20.44%
2
Sell
Oct 29, 2024
Marvell
0%
▼ 11.22%
2
Sell
Oct 29, 2024
Blue Owl Capital
0%
▲ 8.04%
2
Sell
Oct 09, 2024
Golar LNG
0%
▲ 32.65%
2
Sell
Sep 25, 2024
Vistra Energy
0%
▲ 80.98%
2
Sell
Sep 25, 2024
Matador Resources
30.17%
▼ 25.28%
1
Open
Jun 28, 2024
LKQ
40.21%
▲ 0.17%
1
Open
Jun 21, 2024
Northern Oil And Gas
29.61%
▼ 23.31%
1
Open
Jun 21, 2024