My Portfolio - New Portfolio

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #79,838 out of 757,311 TipRanks' Investors
Success Rate
78%
38 out of 49
profitable transactions
Average Return
7.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.63%
6-Month Return▲ 11.72%
12-Month Return▲ 28.21%
YTD Return▲ 18.72%
Total Return▲ 27.00%

Best Trade

Opened at
Closed at-
Gain▲ 95.78%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.18%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.48%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 7.83%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.77%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.12%
▲ 5.05%▲ 3.27%▲ 4.31%
▼ 12.40%▼ 4.03%▼ 4.01%
▲ 11.46%▲ 5.06%▼ 0.22%
▼ 2.25%▲ 3.53%▼ 0.18%
▲ 25.76%▲ 1.21%▲ 5.48%
▼ 4.21%▲ 2.34%▲ 7.83%
▲ 2.65%▼ 0.40%▲ 1.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
3.41%
▲ 1.86%
4
Buy
Sep 16, 2024
Visa
11.63%
▲ 16.64%
4
Buy
Sep 13, 2024
JPMorgan Equity Premium Income ETF
7.27%
▲ 1.07%
3
Buy
Sep 13, 2024
United Parcel
3.45%
▲ 2.03%
2
Buy
Sep 13, 2024
Starbucks
3.97%
▲ 7.47%
4
Buy
Aug 30, 2024
Williams-Sonoma
7.05%
▲ 8.52%
2
Buy
Aug 30, 2024
AbbVie
4.47%
▲ 33.66%
4
Buy
Aug 23, 2024
Altria Group
5.95%
▲ 24.04%
5
Buy
Aug 20, 2024
Apple
▲ 55.23%
2
Close
Aug 20, 2024
Johnson & Johnson
▼ 0.29%
2
Close
Aug 20, 2024
JPMorgan Chase & Co.
▲ 39.75%
2
Close
Aug 20, 2024
Block
▼ 45.33%
3
Close
Aug 20, 2024
PayPal Holdings
▼ 26.74%
3
Close
Aug 20, 2024
T Rowe Price
3.56%
▼ 2.07%
2
Buy
Aug 20, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
16.78%
▲ 0.75%
1
Open
Aug 20, 2024
Alphabet Class A
7.17%
▼ 4.28%
1
Open
Aug 20, 2024
Schwab US Dividend Equity ETF
9.75%
▲ 2.34%
1
Open
Aug 20, 2024
Fidelity National Financial
4.51%
▲ 8.45%
1
Open
Aug 20, 2024
Bank of America
4.6%
▲ 3.07%
1
Open
Aug 20, 2024
Global X NASDAQ 100 Covered Call ETF
▲ 1.12%
3
Close
Nov 22, 2021