Core Portfolio - New Portfolio

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #229,730 out of 766,394 TipRanks' Investors
Success Rate
59%
39 out of 66
profitable transactions
Average Return
10.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.27%
6-Month Return▲ 4.19%
12-Month Return▲ 21.65%
YTD Return▲ 9.96%
Total Return▲ 6.39%

Best Trade

Opened at
Closed at-
Gain▲ 106.33%

Bio

Private (amateur) investor, investing spare cash and excess income on a monthly basis. Portfolio showing investments from August 2020 at contemporaneous prices with approximately 1-2 trades per month. Broadly following a buy-and-hold strategy

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.53%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.05%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.01%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.89%
Oct 2024
▲ 24.50%
▲ 5.20%
▲ 2.74%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.90%
▲ 11.46%▲ 5.06%▲ 1.53%
▼ 2.25%▲ 3.53%▼ 1.05%
▲ 25.72%▲ 1.21%▼ 0.01%
▼ 4.22%▲ 2.34%▲ 2.48%
▲ 7.82%▲ 2.10%▲ 0.84%
▲ 6.02%▼ 0.89%▼ 0.89%
▲ 24.50%▲ 5.20%▲ 2.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
0%
▼ 27.74%
3
Sell
Sep 10, 2024
Suncor Energy
1.95%
▲ 1.79%
1
Open
Aug 01, 2024
Johnson & Johnson
1.89%
▼ 2.83%
1
Open
Aug 01, 2024
America Movil
0%
▼ 9.81%
2
Sell
Jul 31, 2024
Sibanye Stillwater
0%
▼ 75.45%
3
Sell
Jul 01, 2024
Sk Telecom
0%
▼ 30.67%
2
Sell
Jul 01, 2024
Citigroup
2.03%
▲ 12.09%
1
Open
Jul 01, 2024
Caterpillar
0%
▲ 21.43%
1
Open
Jul 01, 2024
Bank of America
0%
▲ 15.92%
1
Open
Jul 01, 2024
Banco Bradesco SA
0%
▲ 6.80%
1
Open
Jul 01, 2024
Altria Group
5.06%
▲ 34.35%
2
Buy
May 03, 2024
Chevron
3.13%
▼ 1.55%
2
Buy
Apr 02, 2024
Pfizer
1.91%
▼ 20.94%
2
Buy
Mar 01, 2024
Costco
2.89%
▲ 46.94%
2
Buy
Mar 01, 2024
CVS Health
3.1%
▼ 27.13%
4
Buy
Feb 01, 2024
Stellantis
2.33%
▼ 26.69%
3
Buy
Jan 03, 2024
Salesforce
3.7%
▲ 30.50%
2
Buy
Jan 03, 2024
Amazon
6.8%
▲ 29.64%
2
Buy
Jan 03, 2024
Enbridge
4.57%
▲ 27.65%
3
Buy
Nov 20, 2023
CrowdStrike Holdings
6.92%
▲ 82.64%
2
Buy
Aug 01, 2023