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Individual - New Portfolio

John Lumpkin

Individual
Individual Investor
Ranked #37,852 out of 788,370 TipRanks' Investors
Success Rate
69%
89 out of 130
profitable transactions
Average Return
34.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.78%
6-Month Return▲ 27.54%
12-Month Return▲ 44.30%
YTD Return▲ 5.08%
Total Return▲ 134.42%

Best Trade

Opened at
Closed at
Gain▲ 881.77%

Bio

Individual

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 2.36%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.15%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.27%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 11.89%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 1.14%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.41%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.31%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.36%
▼ 13.14%▲ 2.34%▲ 1.92%
▲ 2.93%▲ 2.10%▲ 5.15%
▲ 9.99%▼ 0.89%▲ 2.27%
▲ 26.03%▲ 5.96%▲ 11.89%
▲ 5.97%▼ 2.41%▲ 1.14%
▲ 5.25%▲ 2.69%▲ 5.41%
▼ 9.08%▲ 1.42%▼ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
0.01%
▲ 69.42%
3
Sell
Feb 21, 2025
Baker Hughes Company
0.92%
▲ 11.00%
3
Buy
Feb 21, 2025
Energy Transfer
1.39%
▲ 14.98%
5
Buy
Feb 19, 2025
Symbotic
▼ 34.80%
2
Sell
Feb 18, 2025
T. Rowe Price Blue Chip Growth Fund, Inc.
▲ 34.48%
3
Close
Feb 15, 2025
GE Healthcare Technologies Inc
0.29%
▲ 59.44%
2
Buy
Feb 14, 2025
Applied Materials
1.83%
▼ 8.99%
4
Buy
Feb 14, 2025
AbbVie
2.25%
▲ 45.32%
2
Buy
Feb 14, 2025
T. Rowe Price Blue Chip Growth Fund Inc I
3.13%
▼ 3.12%
1
Buy
Feb 14, 2025
Bank of New York Mellon Corporation
1.17%
▲ 3.56%
2
Buy
Feb 07, 2025
McDonald's
▲ 47.23%
2
Sell
Feb 06, 2025
Silicon Motion
▼ 6.89%
2
Sell
Feb 06, 2025
Exxon Mobil
▼ 0.71%
2
Close
Feb 06, 2025
Tesla
1.8%
▼ 12.63%
1
Buy
Feb 05, 2025
Alphabet Class A
5.75%
▲ 6.75%
7
Buy
Feb 04, 2025
JPMorgan Chase & Co.
2.84%
▲ 82.04%
2
Buy
Jan 31, 2025
GE Vernova Inc.
▲ 881.77%
2
Close
Jan 28, 2025
GE Aerospace
2%
▲ 184.68%
2
Buy
Jan 27, 2025
Lantheus
1.04%
▼ 16.64%
2
Buy
Jan 27, 2025
Nvidia
2.15%
▲ 12.80%
2
Buy
Jan 27, 2025