tiprankstipranks

My Portfolio - New Portfolio

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #91,792 out of 770,014 TipRanks' Investors
Success Rate
77%
43 out of 56
profitable transactions
Average Return
10.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.83%
6-Month Return▲ 23.22%
12-Month Return▲ 33.65%
YTD Return▲ 25.56%
Total Return▲ 34.32%

Best Trade

Opened at
Closed at-
Gain▲ 81.11%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.18%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.81%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.57%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.95%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.01%
▲ 11.46%▲ 5.06%▼ 0.22%
▼ 2.25%▲ 3.53%▼ 0.18%
▲ 25.72%▲ 1.21%▲ 5.48%
▼ 4.22%▲ 2.34%▲ 7.81%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 5.70%▼ 0.89%▲ 0.57%
▲ 31.73%▲ 4.73%▲ 3.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
10.62%
▲ 5.70%
3
Buy
Oct 21, 2024
ASML Holding
9.87%
▼ 2.30%
1
Open
Oct 17, 2024
Altria Group
6.09%
▲ 34.83%
6
Buy
Oct 14, 2024
JPMorgan Equity Premium Income ETF
6.63%
▲ 4.44%
4
Buy
Oct 14, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
15.77%
▲ 6.30%
2
Buy
Oct 01, 2024
Alphabet Class A
6.63%
▲ 0.40%
2
Buy
Oct 01, 2024
Realty Income
2.87%
▼ 5.09%
4
Buy
Sep 16, 2024
Visa
11.31%
▲ 27.01%
4
Buy
Sep 13, 2024
United Parcel
3.15%
▲ 8.73%
2
Buy
Sep 13, 2024
Starbucks
3.67%
▲ 14.57%
4
Buy
Aug 30, 2024
Williams-Sonoma
7.29%
▲ 31.34%
2
Buy
Aug 30, 2024
AbbVie
3.65%
▲ 23.64%
4
Buy
Aug 23, 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
3.5%
▲ 11.38%
2
Buy
Aug 20, 2024
Fidelity National Financial
4.17%
▲ 13.50%
1
Open
Aug 20, 2024
Bank of America
4.75%
▲ 23.57%
1
Open
Aug 20, 2024