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Mat's Portfolio - New Portfolio

Matts Investing Journey

Mat's Portfolio
Individual Investor
Ranked #27,561 out of 769,291 TipRanks' Investors
Success Rate
71%
483 out of 682
profitable transactions
Average Return
39.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.20%
6-Month Return▲ 15.54%
12-Month Return▲ 32.56%
YTD Return▲ 22.54%
Total Return▲ 138.71%

Best Trade

Opened at
Closed at-
Gain▲ 838.51%

Bio

Investing for a long term.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 4.76%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.12%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.61%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.88%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.42%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.50%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.57%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.76%
▲ 11.46%▲ 5.06%▲ 5.68%
▼ 2.25%▲ 3.53%▲ 1.12%
▲ 25.72%▲ 1.21%▲ 4.61%
▼ 4.22%▲ 2.34%▲ 1.88%
▲ 7.82%▲ 2.10%▲ 4.42%
▲ 5.70%▼ 0.89%▼ 1.50%
▲ 37.60%▲ 4.40%▲ 2.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starbucks
2.56%
▲ 47.32%
7
Sell
Jun 29, 2024
Albemarle
0.89%
▲ 6.19%
15
Buy
Jun 29, 2024
Nike
2.54%
▼ 12.09%
2
Buy
Jun 29, 2024
Chevron
2.58%
▲ 79.97%
7
Buy
Jun 24, 2024
Robinhood Markets
0.86%
▲ 183.58%
11
Buy
Jun 24, 2024
Coca-Cola
0%
▲ 59.70%
4
Sell
Jun 24, 2024
Mastercard
2.11%
▲ 180.01%
4
Buy
Jun 24, 2024
Bristol-Myers Squibb
0%
▲ 42.79%
10
Sell
Jun 24, 2024
Comcast
0%
▲ 20.76%
11
Sell
Jun 24, 2024
Pfizer
0%
▼ 9.89%
14
Sell
Jun 24, 2024
Medical Properties
0%
▼ 51.18%
21
Sell
Jun 24, 2024
Duke Energy
0%
▲ 94.95%
3
Sell
Jun 24, 2024
Newmont Mining
0%
▼ 10.17%
9
Sell
Jun 24, 2024
AT&T
0%
▲ 42.22%
28
Sell
Jun 24, 2024
Schwab US Dividend Equity ETF
0%
▲ 25.72%
8
Sell
Jun 24, 2024
Kimberly Clark
0%
▲ 20.11%
6
Sell
Jun 24, 2024
Caterpillar
0%
▲ 339.03%
4
Sell
Jun 24, 2024
AbbVie
4.42%
▲ 141.67%
13
Buy
Jun 24, 2024
Realty Income
0%
▲ 10.55%
7
Sell
Jun 24, 2024
PepsiCo
2.41%
▲ 47.99%
5
Buy
Jun 24, 2024