New Portfolio - New Portfolio

JWade

New Portfolio
Individual Investor
Ranked #111,372 out of 757,492 TipRanks' Investors
Success Rate
60%
122 out of 203
profitable transactions
Average Return
15.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.99%
6-Month Return▲ 19.08%
12-Month Return▲ 35.81%
YTD Return▲ 27.49%
Total Return▲ 75.43%

Best Trade

Opened at
Closed at-
Gain▲ 508.42%

Bio

This is my investment portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.38%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.95%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.56%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.39%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.35%
Aug 2024
▲ 5.59%
▲ 1.30%
▼ 0.24%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.38%
▲ 5.05%▲ 3.27%▲ 3.14%
▼ 12.40%▼ 4.03%▼ 1.61%
▲ 11.46%▲ 5.06%▲ 5.95%
▼ 2.25%▲ 3.53%▲ 3.56%
▲ 25.76%▲ 1.21%▲ 5.39%
▼ 4.21%▲ 2.34%▲ 4.35%
▲ 5.59%▲ 1.30%▼ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
1.47%
▲ 46.04%
14
Sell
Aug 06, 2024
Altria Group
4.57%
▲ 15.50%
13
Buy
Aug 06, 2024
Apple
43.57%
▲ 42.32%
11
Buy
Aug 06, 2024
Nvidia
12.68%
▲ 292.95%
6
Buy
Aug 06, 2024
Phillips 66
4.16%
▲ 41.45%
3
Buy
Aug 06, 2024
Conocophillips
2.93%
▲ 8.41%
4
Buy
Aug 06, 2024
Microsoft
12.77%
▲ 18.59%
7
Buy
Aug 06, 2024
Tesla
16.52%
▼ 1.44%
6
Sell
Aug 06, 2024
Magellan Midstream
▲ 76.82%
9
Close
Sep 25, 2023
Oneok
1%
▲ 24.31%
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
▲ 7.57%
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