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New Portfolio - New Portfolio

PerformancePortfolio Details

JWade

New Portfolio
Individual Investor
Ranked #131,063 out of 781,066 TipRanks' Investors
Success Rate
60%
121 out of 203
profitable transactions
Average Return
18.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 9.66%
12-Month Return▲ 34.35%
YTD Return▲ 0.43%
Total Return▲ 84.44%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 610.91%

Bio

This is my investment portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.56%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.39%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.14%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.47%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.43%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.56%
▲ 8.13%▲ 1.21%▲ 5.39%
▼ 13.14%▲ 2.34%▲ 4.35%
▲ 2.93%▲ 2.10%▲ 0.85%
▲ 10.00%▼ 0.89%▲ 1.14%
▲ 26.04%▲ 5.96%▲ 6.08%
▲ 5.93%▼ 2.41%▼ 3.47%
▲ 9.79%▲ 0.95%▲ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ADP
Automatic Data Processing
1.37%
▲ 56.57%
14
Sell
Aug 06, 2024
MO
Altria Group
4.07%
▲ 20.14%
13
Buy
Aug 06, 2024
AAPL
Apple
38.01%
▲ 43.16%
11
Buy
Aug 06, 2024
NVDA
Nvidia
13.03%
▲ 359.13%
6
Buy
Aug 06, 2024
PSX
Phillips 66
3.34%
▲ 29.76%
3
Buy
Aug 06, 2024
COP
Conocophillips
2.44%
▲ 4.53%
4
Buy
Aug 06, 2024
MSFT
Microsoft
10.89%
▲ 17.00%
7
Buy
Aug 06, 2024
TSLA
Tesla
25.59%
▲ 39.60%
6
Sell
Aug 06, 2024
MMP
Magellan Midstream
―
▲ 76.82%
9
Close
Sep 25, 2023
OKE
Oneok
1.01%
▲ 37.24%
4
Open
Sep 25, 2023
DVN
Devon Energy
―
▼ 5.04%
3
Close
Dec 07, 2022
DIS
Walt Disney
―
▼ 12.93%
2
Close
Dec 07, 2022
RIO
Rio Tinto
―
▲ 4.14%
2
Close
May 21, 2022
GOOGL
Alphabet Class A
―
▼ 0.34%
7
Close
May 06, 2022
AAP
Advance Auto Parts
―
▼ 2.56%
2
Close
May 06, 2022
AMZN
Amazon
―
▼ 22.61%
2
Close
May 06, 2022
HSY
The Hershey Company
―
▼ 1.20%
2
Close
May 06, 2022
IBM
International Business Machines
―
▼ 1.56%
2
Close
May 06, 2022
PEP
PepsiCo
―
▼ 2.53%
2
Close
May 06, 2022
PM
Philip Morris
―
▼ 5.83%
2
Close
May 06, 2022