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Seeking Value - New Portfolio

AJB

Seeking Value
Individual Investor
Ranked #324,217 out of 861,174 TipRanks' Investors
Success Rate
69%
20 out of 29
profitable transactions
Average Return
11.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.87%
6-Month Return-
12-Month Return-
YTD Return▲ 8.95%
Total Return▲ 8.95%

Best Trade

Opened at
Closed at-
Gain▲ 51.12%

Bio

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

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
Dec 2025
▲ 4.06%
▲ 1.47%
Jan 2026
▼ 1.33%
▼ 0.86%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 1.36%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 9.81%
Apr 2026
▲ 2.08%
▼ 0.09%
▲ 0.59%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%
▲ 4.06%▲ 1.47%
▼ 1.33%▼ 0.86%
▲ 0.52%▼ 4.94%▼ 1.36%
▲ 16.06%▲ 10.51%▲ 9.81%
▲ 2.08%▼ 0.09%▲ 0.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
4.18%
▲ 11.19%
3
Buy
Mar 28, 2026
UnitedHealth
4.86%
▲ 37.98%
3
Buy
Mar 28, 2026
Meta Platforms
4.11%
▲ 4.69%
2
Buy
Mar 27, 2026
Mercadolibre
4.27%
▲ 9.59%
2
Buy
Mar 27, 2026
Cal-Maine Foods
3.55%
▼ 8.64%
2
Buy
Mar 27, 2026
Brookfield Asset Management Ltd. Class A
3.73%
▲ 6.22%
2
Buy
Mar 27, 2026
Adobe
3.76%
▼ 0.86%
2
Buy
Mar 27, 2026
Kronos Worldwide
4.99%
▲ 43.04%
2
Buy
Mar 12, 2026
Brookfield Corporation
3.93%
▲ 10.52%
2
Buy
Mar 12, 2026
S&P Global
3.57%
▲ 1.20%
1
Open
Mar 12, 2026
SoFi
9.75%
▼ 12.95%
1
Open
Mar 03, 2026
Netflix
4.04%
▼ 6.84%
1
Open
Mar 03, 2026
Amazon
13.91%
▲ 30.34%
1
Open
Mar 03, 2026
Constellation Software
3.66%
▼ 7.96%
1
Open
Mar 03, 2026
Intuit
3.56%
▼ 5.79%
1
Open
Mar 03, 2026
Alphabet Class A
7.74%
▲ 26.33%
1
Open
Mar 03, 2026
Alibaba
6.73%
▼ 1.71%
1
Open
Mar 03, 2026
Cloudflare
9.65%
▲ 25.30%
1
Open
Mar 03, 2026