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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #42,097 out of 757,311 TipRanks' Investors
Success Rate
69%
213 out of 309
profitable transactions
Average Return
20.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.75%
6-Month Return▲ 10.11%
12-Month Return▲ 20.58%
YTD Return▲ 12.26%
Total Return▲ 49.97%

Best Trade

AssetFrontline (FRO)
Opened at
Closed at-
Gain▲ 357.95%

Bio

Aggressive capital preservation

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.24%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.22%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.57%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.12%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.05%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.19%
▲ 5.05%▲ 3.27%▲ 2.32%
▼ 12.40%▼ 4.03%▼ 2.64%
▲ 11.46%▲ 5.06%▲ 2.24%
▼ 2.25%▲ 3.53%▲ 0.22%
▲ 25.76%▲ 1.21%▲ 5.57%
▼ 4.21%▲ 2.34%▲ 2.12%
▲ 2.65%▼ 0.40%▲ 1.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CM
Canadian Bank of Commerce
―
▲ 25.83%
7
Close
Sep 08, 2024
GE
GE Aerospace
―
▲ 114.62%
6
Close
Jul 29, 2024
BUD
Anheuser-Busch Inbev Sa
―
▼ 7.83%
4
Close
Jul 29, 2024
DOW
Dow Inc
1.71%
▼ 0.68%
7
Buy
Jun 26, 2024
T
AT&T
5.54%
▲ 30.92%
7
Buy
Jun 26, 2024
ABBV
AbbVie
12.14%
▲ 49.22%
7
Buy
Jun 26, 2024
CUBE
Cubesmart
1.49%
▲ 25.57%
5
Buy
Jun 26, 2024
BMY
Bristol-Myers Squibb
1.49%
▲ 10.75%
2
Buy
Jun 26, 2024
INTC
Intel
0.53%
▼ 32.38%
1
Open
Jun 09, 2024
BF.A
Brown Forman A
2.6%
▼ 23.08%
5
Buy
Mar 24, 2024
CNP
Centerpoint Energy
2.9%
▲ 18.98%
6
Buy
Mar 24, 2024
FRO
Frontline
0.52%
▲ 238.02%
3
Buy
Mar 24, 2024
MAIN
Main Street Capital
4.82%
▲ 55.36%
6
Buy
Mar 24, 2024
PFE
Pfizer
2.25%
▼ 2.95%
7
Buy
Mar 24, 2024
BF.B
Brown-Forman B
0.66%
▼ 22.25%
5
Buy
Mar 24, 2024
AVAL
Grupo Aval Acciones y Valores SA Pfd
0.16%
▼ 35.16%
6
Buy
Mar 24, 2024
PTY
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.5%
▲ 13.12%
6
Buy
Mar 24, 2024
WBA
Walgreens Boots Alliance
1.04%
▼ 67.97%
6
Buy
Mar 24, 2024
MO
Altria Group
4.06%
▲ 40.00%
6
Buy
Mar 24, 2024
NLY
Annaly Capital
1.62%
▲ 5.75%
6
Buy
Mar 24, 2024