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My Portfolio - New Portfolio

PerformancePortfolio Details

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #67,930 out of 783,334 TipRanks' Investors
Success Rate
79%
51 out of 65
profitable transactions
Average Return
10.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.86%
6-Month Return▲ 18.70%
12-Month Return▲ 30.02%
YTD Return▲ 5.86%
Total Return▲ 37.37%

Best Trade

AssetAbbVie (ABBV)
Opened at
Closed at-
Gain▲ 80.95%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.18%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 7.81%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.61%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.29%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 5.86%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.18%
▲ 8.13%▲ 1.21%▲ 5.48%
▼ 13.14%▲ 2.34%▲ 7.81%
▲ 2.93%▲ 2.10%▲ 2.98%
▲ 9.99%▼ 0.89%▲ 0.61%
▲ 26.04%▲ 5.96%▲ 4.88%
▲ 5.93%▼ 2.41%▼ 4.29%
▲ 3.19%▲ 2.68%▲ 5.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MO
Altria Group
5.33%
▲ 23.84%
7
Buy
Jan 17, 2025
O
Realty Income
2.79%
▼ 7.28%
5
Buy
Jan 08, 2025
SCHD
Schwab US Dividend Equity ETF
11.1%
▲ 1.85%
6
Buy
Jan 08, 2025
JEPI
JPMorgan Equity Premium Income ETF
6.07%
▲ 3.13%
5
Sell
Jan 06, 2025
VUSD
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
15.17%
▲ 5.15%
3
Buy
Jan 04, 2025
SBUX
Starbucks
3.81%
▲ 21.18%
5
Buy
Jan 03, 2025
WSM
Williams-Sonoma
8.69%
▲ 44.58%
3
Buy
Jan 03, 2025
ASML
ASML Holding
10.34%
▲ 0.74%
2
Buy
Jan 03, 2025
GOOGL
Alphabet Class A
7.55%
▲ 17.16%
2
Buy
Oct 01, 2024
V
Visa
11.87%
▲ 36.21%
4
Buy
Sep 13, 2024
UPS
United Parcel
2.55%
▲ 5.76%
2
Buy
Sep 13, 2024
ABBV
AbbVie
3.44%
▲ 23.53%
4
Buy
Aug 23, 2024
AAPL
Apple
―
▲ 55.23%
2
Close
Aug 20, 2024
JNJ
Johnson & Johnson
―
▼ 0.29%
2
Close
Aug 20, 2024
JPM
JPMorgan Chase & Co.
―
▲ 39.75%
2
Close
Aug 20, 2024
XYZ
Block
―
▼ 45.33%
3
Close
Aug 20, 2024
PYPL
PayPal Holdings
―
▼ 26.74%
3
Close
Aug 20, 2024
TROW
T Rowe Price
3.16%
▲ 4.60%
2
Buy
Aug 20, 2024
FNF
Fidelity National Financial
3.69%
▲ 3.98%
1
Open
Aug 20, 2024
BAC
Bank of America
4.46%
▲ 22.30%
1
Open
Aug 20, 2024