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Core Portfolio - New Portfolio

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #187,437 out of 770,014 TipRanks' Investors
Success Rate
62%
41 out of 66
profitable transactions
Average Return
11.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.47%
6-Month Return▲ 6.27%
12-Month Return▲ 19.41%
YTD Return▲ 11.69%
Total Return▲ 8.05%

Best Trade

Opened at
Closed at-
Gain▲ 119.14%

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

31.73%0-31.73%
▼ 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
▲ 5.70%
▼ 0.89%
▼ 0.97%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.44%
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%
▲ 5.70%▼ 0.89%▼ 0.97%
▲ 31.73%▲ 4.73%▲ 4.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
0%
▼ 29.02%
3
Sell
Sep 10, 2024
Suncor Energy
1.99%
▲ 6.58%
1
Open
Aug 01, 2024
Johnson & Johnson
1.87%
▼ 2.36%
1
Open
Aug 01, 2024
America Movil
0%
▼ 12.70%
2
Sell
Jul 31, 2024
Sibanye Stillwater
0%
▼ 76.32%
3
Sell
Jul 01, 2024
Sk Telecom
0%
▼ 28.83%
2
Sell
Jul 01, 2024
Citigroup
2.01%
▲ 13.61%
1
Open
Jul 01, 2024
Caterpillar
0%
▲ 24.21%
1
Open
Jul 01, 2024
Bank of America
0%
▲ 19.50%
1
Open
Jul 01, 2024
Banco Bradesco SA
0%
▲ 8.18%
1
Open
Jul 01, 2024
Altria Group
5.19%
▲ 41.37%
2
Buy
May 03, 2024
Chevron
3.2%
▲ 1.91%
2
Buy
Apr 02, 2024
Pfizer
1.84%
▼ 21.15%
2
Buy
Mar 01, 2024
Costco
2.94%
▲ 51.35%
2
Buy
Mar 01, 2024
CVS Health
3.31%
▼ 21.56%
4
Buy
Feb 01, 2024
Stellantis
2.19%
▼ 27.88%
3
Buy
Jan 03, 2024
Salesforce
3.62%
▲ 29.50%
2
Buy
Jan 03, 2024
Amazon
6.55%
▲ 26.26%
2
Buy
Jan 03, 2024
Enbridge
4.54%
▲ 30.13%
3
Buy
Nov 20, 2023
CrowdStrike Holdings
7.18%
▲ 93.98%
2
Buy
Aug 01, 2023