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Core Portfolio - New Portfolio
Kevin Kelly
Core PortfolioIndividual Investor
Ranked #217,116 out of 781,066 TipRanks' Investors
Success Rate
40 out of 66
profitable transactions
profitable transactions
Average Return
9.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.67%
6-Month Return▲ 1.92%
12-Month Return▲ 10.63%
YTD Return▲ 3.75%
Total Return▲ 5.21%
Best Trade
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
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.05%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.01%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.37%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.40%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.63%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.75%
Jan 2025
▲ 9.79%▲ 3.53%▼ 1.05%
▲ 8.13%▲ 1.21%▼ 0.01%
▼ 13.14%▲ 2.34%▲ 2.48%
▲ 2.93%▲ 2.10%▲ 0.84%
▲ 10.00%▼ 0.89%▼ 1.37%
▲ 26.04%▲ 5.96%▲ 4.40%
▲ 5.93%▼ 2.41%▼ 5.63%
▲ 9.79%▲ 0.95%▲ 3.75%
Recent Activity
Devon Energy
0%
▼ 29.15%
3
Sell
Sep 10, 2024
Suncor Energy
1.98%
▲ 3.38%
1
Open
Aug 01, 2024
Johnson & Johnson
1.81%
▼ 7.11%
1
Open
Aug 01, 2024
America Movil
0%
▼ 19.42%
2
Sell
Jul 31, 2024
Sibanye Stillwater
0%
▼ 79.64%
3
Sell
Jul 01, 2024
Sk Telecom
0%
▼ 33.29%
2
Sell
Jul 01, 2024
Citigroup
2.33%
▲ 28.45%
1
Open
Jul 01, 2024
Caterpillar
0%
▲ 18.20%
1
Open
Jul 01, 2024
Bank of America
0%
▲ 17.71%
1
Open
Jul 01, 2024
Banco Bradesco SA
0%
▼ 7.59%
1
Open
Jul 01, 2024
Altria Group
4.78%
▲ 31.70%
2
Buy
May 03, 2024
Chevron
3.22%
▲ 2.61%
2
Buy
Apr 02, 2024
Pfizer
1.9%
▼ 20.76%
2
Buy
Mar 01, 2024
Costco
2.9%
▲ 48.57%
2
Buy
Mar 01, 2024
CVS Health
2.99%
▼ 31.30%
4
Buy
Feb 01, 2024
Stellantis
2.23%
▼ 30.52%
3
Buy
Jan 03, 2024
Salesforce
3.49%
▲ 24.08%
2
Buy
Jan 03, 2024
Amazon
7.28%
▲ 41.61%
2
Buy
Jan 03, 2024
Enbridge
4.78%
▲ 34.86%
3
Buy
Nov 20, 2023
CrowdStrike Holdings
7.13%
▲ 90.42%
2
Buy
Aug 01, 2023