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New Portfolio - New Portfolio

JWade

New Portfolio
Individual Investor
Ranked #116,713 out of 769,291 TipRanks' Investors
Success Rate
60%
122 out of 203
profitable transactions
Average Return
19.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.51%
6-Month Return▲ 23.25%
12-Month Return▲ 41.26%
YTD Return▲ 37.18%
Total Return▲ 88.76%

Best Trade

Opened at
Closed at-
Gain▲ 657.08%

Bio

This is my investment portfolio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 1.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.95%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.56%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.39%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.23%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.15%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.61%
▲ 11.46%▲ 5.06%▲ 5.95%
▼ 2.25%▲ 3.53%▲ 3.56%
▲ 25.72%▲ 1.21%▲ 5.39%
▼ 4.22%▲ 2.34%▲ 4.35%
▲ 7.82%▲ 2.10%▲ 0.85%
▲ 5.70%▼ 0.89%▲ 1.23%
▲ 37.60%▲ 4.40%▲ 5.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
1.46%
▲ 60.18%
14
Sell
Aug 06, 2024
Altria Group
4.61%
▲ 25.70%
13
Buy
Aug 06, 2024
Apple
39.31%
▲ 42.25%
11
Buy
Aug 06, 2024
Nvidia
13.9%
▲ 388.96%
6
Buy
Aug 06, 2024
Phillips 66
3.82%
▲ 41.47%
3
Buy
Aug 06, 2024
Conocophillips
2.67%
▲ 10.50%
4
Buy
Aug 06, 2024
Microsoft
10.95%
▲ 14.09%
7
Buy
Aug 06, 2024
Tesla
21.89%
▲ 20.08%
6
Sell
Aug 06, 2024
Magellan Midstream
▲ 76.82%
9
Close
Sep 25, 2023
Oneok
1.12%
▲ 43.48%
4
Open
Sep 25, 2023
Devon Energy
▼ 5.05%
3
Close
Dec 07, 2022
Walt Disney
▼ 12.93%
2
Close
Dec 07, 2022
Rio Tinto
▲ 5.38%
2
Close
May 21, 2022
Alphabet Class A
▼ 0.34%
7
Close
May 06, 2022
Advance Auto Parts
▼ 2.56%
2
Close
May 06, 2022
Amazon
▼ 22.61%
2
Close
May 06, 2022
The Hershey Company
▼ 1.20%
2
Close
May 06, 2022
International Business Machines
▼ 1.56%
2
Close
May 06, 2022
PepsiCo
▼ 2.53%
2
Close
May 06, 2022
Philip Morris
▼ 5.83%
2
Close
May 06, 2022