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Joint Tenant - New Portfolio

PerformancePortfolio Details

Safe Harbor Stocks

Joint Tenant
Individual Investor
Ranked #457,007 out of 788,370 TipRanks' Investors
Success Rate
40%
48 out of 120
profitable transactions
Average Return
-1.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.04%
6-Month Return-
12-Month Return-
YTD Return▲ 9.04%
Total Return▲ 17.39%

Best Trade

AssetAlibaba (BABA)
Opened at
Closed at-
Gain▲ 67.60%

Bio

Anchored in Safety. Built for Growth.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.40%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.00%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.42%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.10%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 9.66%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.57%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 5.40%
▲ 9.99%▼ 0.89%▲ 2.00%
▲ 26.03%▲ 5.96%▲ 4.42%
▲ 5.97%▼ 2.41%▼ 4.10%
▲ 5.25%▲ 2.69%▲ 9.66%
▼ 9.08%▲ 1.42%▼ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EVVTY
Evolution Gaming Group AB
14.82%
▼ 12.14%
14
Buy
Dec 23, 2024
CMCSA
Comcast
2.73%
▼ 8.32%
4
Buy
Dec 19, 2024
NVGS
Navigator Holdings
1.61%
▼ 0.88%
11
Buy
Dec 17, 2024
ELV
Elevance Health
3.38%
▼ 14.42%
1
Buy
Dec 13, 2024
IMXI
International Money Express
2.11%
▼ 8.84%
2
Buy
Dec 12, 2024
VZ
Verizon
―
▲ 2.43%
3
Close
Dec 12, 2024
EEFT
Euronet Worldwide
4.45%
▼ 0.32%
5
Buy
Dec 12, 2024
XP
XP
―
▲ 2.04%
2
Sell
Dec 12, 2024
VAL
Valaris
3.06%
▼ 13.96%
6
Buy
Nov 29, 2024
DRX
ADF Group Inc. SV
0.96%
▲ 9.29%
5
Buy
Nov 27, 2024
BABA
Alibaba
10.52%
▲ 62.76%
3
Buy
Nov 22, 2024
TFX
Teleflex
4.63%
▼ 10.17%
6
Buy
Nov 21, 2024
AMPH
Amphastar Pharmaceuticals
0.18%
▼ 29.96%
2
Buy
Nov 18, 2024
KBDC
Kayne Anderson BDC, Inc.
3.36%
▲ 6.74%
5
Buy
Nov 18, 2024
SJM
JM Smucker
1.29%
▼ 3.75%
3
Buy
Nov 14, 2024
OXY
Occidental Petroleum
7.38%
▼ 0.30%
2
Buy
Nov 14, 2024
SSNC
SS&C Technologies Holdings
0.26%
▲ 19.15%
1
Buy
Nov 13, 2024
TDW
Tidewater
2.22%
▼ 13.15%
1
Buy
Nov 12, 2024
ENS
EnerSys
3.29%
▲ 3.62%
3
Buy
Nov 12, 2024
SIRI
Sirius XM Holdings
5.07%
▼ 1.94%
14
Buy
Nov 12, 2024