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Core Portfolio - New Portfolio

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #140,742 out of 788,174 TipRanks' Investors
Success Rate
67%
44 out of 66
profitable transactions
Average Return
14.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.86%
6-Month Return▲ 8.30%
12-Month Return▲ 9.54%
YTD Return▲ 8.83%
Total Return▲ 10.07%

Best Trade

Opened at
Closed at-
Gain▲ 162.80%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 0.01%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.49%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.40%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.77%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.33%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.33%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 0.01%
▼ 13.14%▲ 2.34%▲ 2.48%
▲ 2.93%▲ 2.10%▲ 0.84%
▲ 9.99%▼ 0.89%▼ 1.49%
▲ 26.03%▲ 5.96%▲ 4.40%
▲ 5.97%▼ 2.41%▼ 5.77%
▲ 5.25%▲ 2.69%▲ 5.33%
▼ 9.08%▲ 1.42%▲ 3.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
0%
▼ 28.03%
3
Sell
Sep 10, 2024
Suncor Energy
1.94%
▲ 6.40%
1
Open
Aug 01, 2024
Johnson & Johnson
1.93%
▲ 1.69%
1
Open
Aug 01, 2024
America Movil
0%
▼ 12.82%
2
Sell
Jul 31, 2024
Sibanye Stillwater
0%
▼ 78.30%
3
Sell
Jul 01, 2024
Sk Telecom
0%
▼ 28.08%
2
Sell
Jul 01, 2024
Citigroup
2.25%
▲ 30.62%
1
Open
Jul 01, 2024
Caterpillar
0%
▲ 6.91%
1
Open
Jul 01, 2024
Bank of America
0%
▲ 14.60%
1
Open
Jul 01, 2024
Banco Bradesco SA
0%
▲ 0.52%
1
Open
Jul 01, 2024
Altria Group
4.91%
▲ 37.97%
2
Buy
May 03, 2024
Chevron
3.03%
▲ 2.03%
2
Buy
Apr 02, 2024
Pfizer
1.84%
▼ 20.67%
2
Buy
Mar 01, 2024
Costco
3.07%
▲ 63.18%
2
Buy
Mar 01, 2024
CVS Health
3.49%
▼ 13.94%
4
Buy
Feb 01, 2024
Stellantis
2.34%
▼ 23.89%
3
Buy
Jan 03, 2024
Salesforce
3.22%
▲ 21.74%
2
Buy
Jan 03, 2024
Amazon
6.76%
▲ 39.70%
2
Buy
Jan 03, 2024
Enbridge
4.34%
▲ 29.06%
3
Buy
Nov 20, 2023
CrowdStrike Holdings
7.85%
▲ 132.63%
2
Buy
Aug 01, 2023