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The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #116,650 out of 794,749 TipRanks' Investors
Success Rate
60%
279 out of 467
profitable transactions
Average Return
5.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 12.56%
6-Month Return▼ 13.09%
12-Month Return▼ 10.70%
YTD Return▼ 15.92%
Total Return▲ 73.61%

Best Trade

Opened at
Closed at
Gain▲ 257.18%

Bio

Long Equity Portfolio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 5.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.78%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.34%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 1.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.80%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 11.80%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 5.52%
▲ 10.00%▼ 0.89%▼ 2.32%
▲ 26.01%▲ 5.96%▲ 8.78%
▲ 5.33%▼ 2.41%▼ 3.34%
▲ 5.87%▲ 2.69%▲ 1.76%
▼ 12.86%▼ 1.27%▼ 1.60%
▼ 1.80%▼ 5.57%▼ 4.80%
▼ 17.13%▼ 9.83%▼ 11.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
2.73%
▲ 29.52%
7
Buy
Apr 06, 2025
Alphabet Class A
4.58%
▲ 3.16%
8
Buy
Apr 06, 2025
LandBridge Company LLC Class A
4.83%
▲ 21.15%
2
Buy
Apr 06, 2025
Texas Pacific Land
7.2%
▲ 10.34%
2
Buy
Apr 06, 2025
Lululemon Athletica
▲ 57.76%
8
Close
Apr 03, 2025
Capri Holdings
▼ 26.94%
5
Close
Apr 03, 2025
Alibaba
21.49%
▲ 2.40%
13
Buy
Apr 03, 2025
Barclays
▼ 8.91%
2
Close
Apr 03, 2025
HSBC Holdings
▼ 8.72%
2
Close
Apr 03, 2025
GooseHead Insurance
▲ 2.37%
2
Close
Apr 03, 2025
Ferrari
12.44%
▲ 7.37%
9
Open
Apr 02, 2025
Uber Technologies
2.05%
▲ 41.74%
18
Buy
Apr 01, 2025
Chubb
1.71%
▼ 8.98%
1
Open
Apr 01, 2025
Arch Capital Group
1.33%
▼ 11.60%
1
Open
Apr 01, 2025
Comstock Resources
0.9%
▲ 0.12%
3
Open
Mar 21, 2025
Dutch Bros Inc
▲ 9.76%
2
Close
Mar 21, 2025
Monster Beverage
3.56%
▼ 0.01%
2
Buy
Mar 19, 2025
Baidu
▲ 8.75%
2
Close
Mar 18, 2025
Rocket Companies
▼ 12.69%
6
Close
Mar 17, 2025
Monarch Cement Company
▲ 2.87%
2
Close
Mar 17, 2025