Seeking Value - New Portfolio

Performance Portfolio Details

AJB

Seeking Value

Individual Investor

Ranked #476,888 out of 858,889 TipRanks' Investors

Success Rate

15 out of 29
profitable transactions

Average Return

1.90%

Average return
per transaction

Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.64%

6-Month Return-

12-Month Return-

YTD Return▼ 0.01%

Total Return▼ 0.01%

Best Trade

AssetKronos Worl... (KRO)

Opened atMar 12, 2026

Closed at-

Gain▲ 34.62%

Bio

A place to track my investment performance over time (some positions backlogged to my original purchase dates)

Performance

12.88%0-12.88%

▲ 12.88%

▲ 3.56%

―

Sep 2025

▲ 10.96%

▲ 2.38%

―

Oct 2025

▼ 3.68%

▲ 0.19%

―

Nov 2025

▼ 0.10%

▲ 0.08%

―

Dec 2025

▲ 4.06%

▲ 1.47%

―

Jan 2026

▼ 1.12%

▼ 0.86%

―

Feb 2026

▲ 0.60%

▼ 4.94%

▼ 1.28%

Mar 2026

▲ 4.89%

▲ 4.48%

▲ 1.29%

Apr 2026

TipRanks AverageS&P 500Investor Portfolio

▲ 12.88%▲ 3.56%―

▲ 10.96%▲ 2.38%―

▼ 3.68%▲ 0.19%―

▼ 0.10%▲ 0.08%―

▲ 4.06%▲ 1.47%―

▼ 1.12%▼ 0.86%―

▲ 0.60%▼ 4.94%▼ 1.28%

▲ 4.89%▲ 4.48%▲ 1.29%

Recent Activity

MSFT

Microsoft

4.1%

▼ 0.30%

Buy

Mar 28, 2026

UNH

UnitedHealth

4.38%

▲ 13.26%

Buy

Mar 28, 2026