New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #71,256 out of 767,017 TipRanks' Investors
Success Rate
66%
281 out of 424
profitable transactions
Average Return
20.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.50%
6-Month Return▲ 6.16%
12-Month Return▲ 23.56%
YTD Return▲ 12.00%
Total Return▲ 61.84%

Best Trade

Opened at
Closed at-
Gain▲ 1597.07%

Bio

a long term portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.86%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.97%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.09%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.18%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 3.33%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.12%
▲ 11.46%▲ 5.06%▲ 3.43%
▼ 2.25%▲ 3.53%▼ 0.86%
▲ 25.72%▲ 1.21%▲ 4.97%
▼ 4.22%▲ 2.34%▲ 1.49%
▲ 7.82%▲ 2.10%▲ 2.09%
▲ 6.02%▼ 0.89%▼ 3.18%
▲ 9.99%▲ 4.97%▲ 3.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Southwestern Energy
▲ 3.34%
2
Close
Sep 30, 2024
Expand Energy
0.57%
▲ 16.21%
1
Open
Sep 30, 2024
Merck & Company
0.57%
▼ 3.31%
3
Open
Jan 16, 2023
McCormick & Company
0.57%
▲ 1.64%
3
Open
Jan 16, 2023
Johnson & Johnson
0.57%
▲ 2.02%
5
Open
Jan 16, 2023
Balchem
0.57%
▲ 25.66%
3
Open
Jan 16, 2023
Moderna
0.57%
▼ 38.08%
3
Open
Jan 16, 2023
Vornado Realty
0.57%
▲ 48.27%
3
Open
Jan 16, 2023
SL Green Realty
0.57%
▲ 75.72%
3
Open
Jan 16, 2023
Marriott International
0.57%
▲ 38.58%
3
Open
Jan 16, 2023
CRH
0.57%
▲ 11.43%
3
Open
Jan 16, 2023
American States Water
0.57%
▲ 2.86%
3
Open
Jan 16, 2023
Coca-Cola Europacific Partners
0.57%
▲ 42.51%
1
Open
Jan 16, 2023
Consolidated Edison
0.57%
▲ 6.94%
1
Open
Jan 16, 2023
Commerce Bancshares
0.57%
▲ 12.12%
1
Open
Jan 16, 2023
Coca Cola Femsa SAB De CV
0.57%
▲ 21.35%
1
Open
Jan 16, 2023
Duke Energy
0.57%
▲ 14.72%
1
Open
Jan 16, 2023
Enbridge
0.57%
▲ 14.50%
1
Open
Jan 16, 2023
Expeditors International
0.57%
▲ 10.99%
1
Open
Jan 16, 2023
Analog Devices
0.57%
▲ 34.08%
1
Open
Jan 16, 2023