Mat's Portfolio - New Portfolio

Matts Investing Journey

Mat's Portfolio
Individual Investor
Ranked #26,926 out of 766,001 TipRanks' Investors
Success Rate
71%
483 out of 682
profitable transactions
Average Return
39.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return▲ 17.64%
12-Month Return▲ 38.91%
YTD Return▲ 23.71%
Total Return▲ 140.98%

Best Trade

Opened at
Closed at-
Gain▲ 844.65%

Bio

Investing for a long term.

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 1.46%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.51%
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%
▲ 6.02%▼ 0.89%▼ 1.46%
▲ 5.59%▲ 5.20%▲ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starbucks
2.45%
▲ 42.75%
7
Sell
Jun 29, 2024
Albemarle
0.83%
▲ 4.66%
15
Buy
Jun 29, 2024
Nike
2.5%
▼ 11.18%
2
Buy
Jun 29, 2024
Chevron
2.5%
▲ 72.98%
7
Buy
Jun 24, 2024
Robinhood Markets
0.72%
▲ 146.81%
11
Buy
Jun 24, 2024
Coca-Cola
0%
▲ 60.10%
4
Sell
Jun 24, 2024
Mastercard
2.13%
▲ 185.26%
4
Buy
Jun 24, 2024
Bristol-Myers Squibb
0%
▲ 32.76%
10
Sell
Jun 24, 2024
Comcast
0%
▲ 21.90%
11
Sell
Jun 24, 2024
Pfizer
0%
▼ 4.19%
14
Sell
Jun 24, 2024
Medical Properties
0%
▼ 46.50%
21
Sell
Jun 24, 2024
Duke Energy
0%
▲ 90.37%
3
Sell
Jun 24, 2024
Newmont Mining
0%
▼ 6.60%
9
Sell
Jun 24, 2024
AT&T
0%
▲ 38.26%
28
Sell
Jun 24, 2024
Schwab US Dividend Equity ETF
0%
▲ 26.15%
8
Sell
Jun 24, 2024
Kimberly Clark
0%
▲ 17.11%
6
Sell
Jun 24, 2024
Caterpillar
0%
▲ 343.29%
4
Sell
Jun 24, 2024
AbbVie
4.99%
▲ 180.74%
13
Buy
Jun 24, 2024
Realty Income
0%
▲ 10.78%
7
Sell
Jun 24, 2024
PepsiCo
2.46%
▲ 52.39%
5
Buy
Jun 24, 2024