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magic formula - New Portfolio

BRENNAN THOMAS

magic formula
Individual Investor
Ranked #40,421 out of 781,066 TipRanks' Investors
Success Rate
73%
50 out of 69
profitable transactions
Average Return
37.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.60%
6-Month Return▲ 0.75%
12-Month Return▲ 15.00%
YTD Return▲ 2.60%
Total Return▼ 12.64%

Best Trade

Opened at
Closed at-
Gain▲ 277.65%

Bio

Following the magic formula by Joel Greenblatt.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.81%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.75%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.23%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.68%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.60%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.81%
▲ 8.13%▲ 1.21%▲ 4.22%
▼ 13.14%▲ 2.34%▲ 1.19%
▲ 2.93%▲ 2.10%▲ 1.30%
▲ 10.00%▼ 0.89%▼ 4.75%
▲ 26.04%▲ 5.96%▲ 5.23%
▲ 5.93%▼ 2.41%▼ 5.68%
▲ 9.79%▲ 0.95%▲ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alcoa
▼ 0.80%
3
Close
Nov 14, 2024
Expeditors International
▲ 27.27%
3
Close
Nov 14, 2024
Moderna
▼ 77.31%
3
Close
Nov 14, 2024
Organon
0.37%
▼ 21.33%
3
Open
Nov 14, 2024
Abercrombie Fitch
3.04%
▼ 9.85%
1
Open
Nov 14, 2024
TopBuild
8.07%
▼ 4.69%
1
Open
Nov 14, 2024
General Mills
1.39%
▼ 6.93%
1
Open
Nov 14, 2024
Maximus
1.83%
▼ 2.96%
1
Open
Nov 14, 2024
Lantheus
2.13%
▲ 13.15%
1
Open
Nov 14, 2024
Applied Materials
▲ 31.25%
3
Close
May 11, 2023
Regeneron
15.9%
▲ 11.34%
3
Buy
Jul 15, 2022
Meta Platforms
14.29%
▲ 277.65%
2
Buy
Jul 11, 2022
Olin
▼ 25.93%
2
Close
Jul 11, 2022
Altria Group
▲ 52.86%
2
Close
Jul 11, 2022
Cencora
5.65%
▲ 75.82%
2
Buy
Jul 11, 2022
Best Buy Co
1.91%
▲ 31.37%
2
Buy
Jul 11, 2022
Builders Firstsource
3.83%
▲ 173.62%
2
Buy
Jul 11, 2022
Cf Industries Holdings
2.26%
▲ 18.57%
2
Buy
Jul 11, 2022
CGI Group
2.53%
▲ 35.36%
2
Buy
Jul 11, 2022
Cigna
6.62%
▲ 5.34%
2
Buy
Jul 11, 2022