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Awesome 2 - New Portfolio

James Smith

Awesome 2
Individual Investor
Ranked #381,900 out of 795,672 TipRanks' Investors
Success Rate
29%
166 out of 569
profitable transactions
Average Return
-7.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.66%
6-Month Return▼ 8.77%
12-Month Return-
YTD Return▼ 12.24%
Total Return▼ 5.88%

Best Trade

Opened at
Closed at-
Gain▲ 123.45%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.83%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.16%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.25%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.86%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.23%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.34%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 5.95%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 0.83%
▲ 10.00%▼ 0.89%▲ 4.16%
▲ 25.98%▲ 5.96%▲ 9.25%
▲ 5.34%▼ 2.41%▼ 5.86%
▲ 5.99%▲ 2.69%▲ 4.13%
▼ 12.86%▼ 1.27%▼ 8.23%
▼ 1.80%▼ 5.57%▼ 2.34%
▼ 6.01%▼ 3.62%▼ 5.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard International Dividend Appreciation ETF
0%
0.00%
1
Open
Apr 16, 2025
Industrial and Commercial Bank of China
0%
0.00%
1
Open
Apr 16, 2025
SPDR Portfolio S&P 600 Small Cap ETF
0%
0.00%
1
Open
Apr 16, 2025
ProAssurance
0%
0.00%
1
Open
Apr 16, 2025
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund
0%
0.00%
1
Open
Apr 16, 2025
Nauticus Robotics
0%
0.00%
1
Open
Apr 16, 2025
Unilever
0%
0.00%
1
Open
Apr 16, 2025
Colgate-Palmolive
0%
0.00%
1
Open
Apr 16, 2025
Kenvue, Inc.
0%
0.00%
1
Open
Apr 16, 2025
Anheuser-Busch Inbev Sa
0%
0.00%
1
Open
Apr 16, 2025
Crown Holdings
0%
0.00%
1
Open
Apr 16, 2025
Berry Global Group
0%
0.00%
1
Open
Apr 16, 2025
Ball
0%
0.00%
1
Open
Apr 16, 2025
Amcor
0%
0.00%
1
Open
Apr 16, 2025
Tencent Music Entertainment Group
0%
0.00%
1
Open
Apr 16, 2025
Match Group
0%
0.00%
1
Open
Apr 16, 2025
CVS Health
0%
▼ 0.45%
1
Open
Apr 11, 2025
C3ai
0%
▼ 2.57%
1
Open
Apr 11, 2025
John Hancock Preferred Income Fund
0%
▼ 2.14%
1
Open
Apr 09, 2025
BayCom
0%
▼ 2.25%
1
Open
Apr 09, 2025