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magic formula - New Portfolio

PerformancePortfolio Details

BRENNAN THOMAS

magic formula
Individual Investor
Ranked #51,709 out of 788,370 TipRanks' Investors
Success Rate
68%
47 out of 69
profitable transactions
Average Return
39.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.56%
6-Month Return▲ 0.03%
12-Month Return▲ 8.64%
YTD Return▲ 2.65%
Total Return▼ 13.08%

Best Trade

AssetMeta Platforms (META)
Opened at
Closed at-
Gain▲ 321.27%

Bio

Following the magic formula by Joel Greenblatt.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.30%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.85%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.24%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.11%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.22%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.50%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.22%
▼ 13.14%▲ 2.34%▲ 1.19%
▲ 2.93%▲ 2.10%▲ 1.30%
▲ 9.99%▼ 0.89%▼ 4.85%
▲ 26.03%▲ 5.96%▲ 5.24%
▲ 5.97%▼ 2.41%▼ 6.11%
▲ 5.25%▲ 2.69%▲ 4.22%
▼ 9.08%▲ 1.42%▼ 1.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AA
Alcoa
―
▼ 0.80%
3
Close
Nov 14, 2024
EXPD
Expeditors International
―
▲ 27.27%
3
Close
Nov 14, 2024
MRNA
Moderna
―
▼ 77.31%
3
Close
Nov 14, 2024
OGN
Organon
0.36%
▼ 22.58%
3
Open
Nov 14, 2024
ANF
Abercrombie Fitch
2.33%
▼ 30.77%
1
Open
Nov 14, 2024
BLD
TopBuild
7.07%
▼ 16.36%
1
Open
Nov 14, 2024
GIS
General Mills
1.42%
▼ 4.80%
1
Open
Nov 14, 2024
MMS
Maximus
1.54%
▼ 17.92%
1
Open
Nov 14, 2024
LNTH
Lantheus
1.82%
▼ 3.23%
1
Open
Nov 14, 2024
AMAT
Applied Materials
―
▲ 31.24%
3
Close
May 11, 2023
REGN
Regeneron
16.3%
▲ 14.55%
3
Buy
Jul 15, 2022
META
Meta Platforms
15.91%
▲ 321.27%
2
Buy
Jul 11, 2022
OLN
Olin
―
▼ 41.09%
2
Close
Jul 11, 2022
MO
Altria Group
―
▲ 62.26%
2
Close
Jul 11, 2022
COR
Cencora
5.62%
▲ 75.77%
2
Buy
Jul 11, 2022
BBY
Best Buy Co
2.09%
▲ 44.01%
2
Buy
Jul 11, 2022
BLDR
Builders Firstsource
3.2%
▲ 128.99%
2
Buy
Jul 11, 2022
CF
Cf Industries Holdings
1.81%
▼ 4.20%
2
Buy
Jul 11, 2022
GIB
CGI
2.62%
▲ 40.53%
2
Buy
Jul 11, 2022
CI
Cigna
6.98%
▲ 11.21%
2
Buy
Jul 11, 2022