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The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #150,173 out of 783,079 TipRanks' Investors
Success Rate
64%
284 out of 444
profitable transactions
Average Return
8.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.33%
6-Month Return▲ 10.47%
12-Month Return▲ 22.38%
YTD Return▲ 2.28%
Total Return▲ 114.49%

Best Trade

Opened at
Closed at
Gain▲ 257.18%

Bio

Long Equity Portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.35%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.13%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.52%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.78%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.83%
Dec 2024
▲ 2.56%
▲ 2.27%
▲ 2.28%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.35%
▲ 8.13%▲ 1.21%▲ 4.13%
▼ 13.14%▲ 2.34%▼ 2.52%
▲ 2.93%▲ 2.10%▲ 5.52%
▲ 9.99%▼ 0.89%▼ 2.32%
▲ 26.04%▲ 5.96%▲ 8.78%
▲ 5.93%▼ 2.41%▼ 1.83%
▲ 2.56%▲ 2.27%▲ 2.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Howard Hughes Holdings
▲ 0.12%
6
Close
Jan 15, 2025
Take-Two
6.24%
▲ 1.85%
1
Open
Jan 09, 2025
Alibaba
▲ 5.28%
10
Close
Jan 07, 2025
Pfizer
▼ 5.47%
4
Close
Jan 07, 2025
Thermo Fisher
4.97%
▲ 10.46%
1
Open
Dec 24, 2024
Monarch Cement Company
2.32%
▲ 1.68%
1
Open
Dec 24, 2024
Danaher
4.27%
▲ 7.53%
1
Open
Dec 24, 2024
Intuitive Surgical
5.01%
▲ 6.91%
1
Open
Dec 24, 2024
Berkshire Hathaway B
▲ 39.70%
14
Close
Dec 12, 2024
UnitedHealth
▲ 8.39%
3
Close
Dec 09, 2024
Valero Energy
▲ 5.45%
2
Close
Nov 29, 2024
Oscar Health
2.19%
0.00%
1
Open
Nov 26, 2024
Amazon
2.77%
▲ 37.68%
6
Open
Oct 30, 2024
Capri Holdings
2.79%
▼ 0.37%
4
Buy
Oct 28, 2024
LandBridge Company LLC Class A
5.66%
▲ 25.07%
1
Open
Oct 16, 2024
Texas Pacific Land
4.64%
▲ 21.81%
1
Open
Oct 16, 2024
Intel
7.2%
▲ 5.11%
13
Buy
Oct 08, 2024
Boeing
6.33%
▲ 5.57%
2
Buy
Oct 08, 2024
iShares China Large-Cap ETF
▲ 23.83%
2
Close
Sep 27, 2024
BuildABear Workshop
▲ 0.62%
2
Close
Sep 24, 2024