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New Portfolio Jul 2024 - New Portfolio

PerformancePortfolio Details

Shawn Myers

New Portfolio Jul 2024
Individual Investor
Ranked #395,628 out of 859,402 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
15.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.80%
6-Month Return▲ 11.03%
12-Month Return▲ 26.35%
YTD Return▲ 5.37%
Total Return▲ 16.96%

Best Trade

AssetAmerican Ex... (AXP)
Opened at
Closed at-
Gain▲ 36.94%

Bio

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▼ 2.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.32%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.40%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.12%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.73%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.97%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.11%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 0.49%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 2.07%
▲ 10.96%▲ 2.38%▼ 0.32%
▼ 3.68%▲ 0.19%▲ 2.40%
▼ 0.10%▲ 0.08%▲ 1.12%
▲ 4.06%▲ 1.47%▲ 3.73%
▼ 1.12%▼ 0.86%▲ 0.97%
▲ 0.60%▼ 4.94%▲ 0.11%
▲ 13.18%▲ 7.89%▲ 0.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AXP
American Express
12.5%
▲ 36.94%
1
Open
Jul 19, 2024
BAC
Bank of America
12.5%
▲ 29.90%
1
Open
Jul 19, 2024
CVX
Chevron
12.5%
▲ 27.60%
1
Open
Jul 19, 2024
KHC
Kraft Heinz
12.5%
▼ 24.71%
1
Open
Jul 19, 2024
KO
Coca-Cola
12.5%
▲ 21.09%
1
Open
Jul 19, 2024
MCO
Moody's
12.5%
▲ 2.78%
1
Open
Jul 19, 2024
OXY
Occidental Petroleum
12.5%
▼ 6.68%
1
Open
Jul 19, 2024
USB
US Bancorp
12.5%
▲ 33.60%
1
Open
Jul 19, 2024