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Connie's 3XJ PROFIT SHARING KEOGH - New Portfolio

John Jarrell

Connie's 3XJ PROFIT SHARING KEOGH
Individual Investor
Ranked #230,085 out of 788,370 TipRanks' Investors
Success Rate
60%
12 out of 20
profitable transactions
Average Return
30.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.87%
6-Month Return▲ 13.95%
12-Month Return▲ 32.66%
YTD Return▲ 2.12%
Total Return▲ 33.99%

Best Trade

Opened at
Closed at-
Gain▲ 166.07%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 7.03%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.54%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.08%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.79%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.23%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.25%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.86%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 7.03%
▼ 13.14%▲ 2.34%▲ 8.52%
▲ 2.93%▲ 2.10%▲ 8.54%
▲ 9.99%▼ 0.89%▼ 2.08%
▲ 26.03%▲ 5.96%▲ 5.79%
▲ 5.97%▼ 2.41%▼ 1.23%
▲ 5.25%▲ 2.69%▲ 1.25%
▼ 9.08%▲ 1.42%▲ 0.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.68%
▲ 47.91%
2
Buy
Feb 14, 2025
Palantir Technologies
0.06%
▲ 166.07%
3
Sell
Feb 06, 2025
Verizon
2.07%
▼ 1.77%
2
Buy
Feb 04, 2025
AT&T
11.02%
▲ 29.51%
2
Buy
Feb 04, 2025
Goldman Sachs BDC
2.93%
▼ 1.13%
3
Buy
Jan 28, 2025
Nvidia
24.11%
▲ 5.63%
2
Buy
Dec 28, 2024
Walmart
▲ 103.34%
3
Sell
Dec 25, 2024
SoFi Technologies
1.52%
▲ 44.90%
2
Buy
Dec 21, 2024
Tesla
24.96%
▲ 39.32%
1
Buy
Dec 08, 2024
Advanced Micro Devices
1.57%
▼ 38.98%
1
Buy
Mar 25, 2024
PayPal Holdings
3.26%
▲ 29.92%
3
Buy
Dec 07, 2023