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Core Portfolio - New Portfolio

PerformancePortfolio Details

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #89,976 out of 859,299 TipRanks' Investors
Success Rate
74%
49 out of 66
profitable transactions
Average Return
32.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.57%
6-Month Return▲ 7.77%
12-Month Return▲ 29.22%
YTD Return▲ 5.17%
Total Return▲ 33.37%

Best Trade

AssetCrowdStrike... (CRWD)
Opened at
Closed at-
Gain▲ 147.75%

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

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.92%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.61%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.22%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.35%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.93%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.51%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 2.46%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.92%
▲ 10.96%▲ 2.38%▼ 0.68%
▼ 3.68%▲ 0.19%▲ 3.61%
▼ 0.10%▲ 0.08%▼ 0.22%
▲ 4.06%▲ 1.47%▲ 3.35%
▼ 1.12%▼ 0.86%▲ 2.93%
▲ 0.60%▼ 4.94%▼ 3.51%
▲ 12.62%▲ 7.63%▲ 2.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
~TTE
TotalEnergies
―
▲ 42.36%
3
Close
Aug 12, 2025
DVN
Devon Energy
0%
▼ 12.76%
3
Sell
Sep 10, 2024
SU
Suncor Energy
3.02%
▲ 75.34%
1
Open
Aug 01, 2024
JNJ
Johnson & Johnson
2.76%
▲ 56.23%
1
Open
Aug 01, 2024
AMX
America Movil
0%
▲ 59.27%
2
Sell
Jul 31, 2024
SBSW
Sibanye Stillwater
0%
▼ 21.48%
3
Sell
Jul 01, 2024
SKM
Sk Telecom
0%
▲ 13.41%
2
Sell
Jul 01, 2024
C
Citigroup
3.54%
▲ 118.47%
1
Open
Jul 01, 2024
CAT
Caterpillar
0%
▲ 139.96%
1
Open
Jul 01, 2024
BAC
Bank of America
0%
▲ 41.39%
1
Open
Jul 01, 2024
BBD
Banco Bradesco SA
0%
▲ 108.10%
1
Open
Jul 01, 2024
MO
Altria Group
5.67%
▲ 78.26%
2
Buy
May 03, 2024
CVX
Chevron
3.5%
▲ 24.16%
2
Buy
Apr 02, 2024
PFE
Pfizer
1.83%
▼ 10.68%
2
Buy
Mar 01, 2024
COST
Costco
2.81%
▲ 56.13%
2
Buy
Mar 01, 2024
CVS
CVS Health
4.13%
▲ 2.94%
4
Buy
Feb 01, 2024
STLA
Stellantis
1.33%
▼ 51.26%
3
Buy
Jan 03, 2024
CRM
Salesforce
1.73%
▼ 31.49%
2
Buy
Jan 03, 2024
AMZN
Amazon
7.53%
▲ 55.75%
2
Buy
Jan 03, 2024
ENB
Enbridge
5.34%
▲ 71.20%
3
Buy
Nov 20, 2023