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New Portfolio - New Portfolio

PerformancePortfolio Details

New Portfolio
Individual Investor
Ranked #88,640 out of 769,603 TipRanks' Investors
Success Rate
64%
198 out of 311
profitable transactions
Average Return
20.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.63%
6-Month Return▲ 10.14%
12-Month Return▲ 22.04%
YTD Return▲ 11.93%
Total Return▲ 49.53%

Best Trade

AssetLumen Techn... (LUMN)
Opened at
Closed at-
Gain▲ 383.44%

Bio

Aggressive capital preservation

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.24%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.22%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.57%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.48%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 0.56%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.64%
▲ 11.46%▲ 5.06%▲ 2.24%
▼ 2.25%▲ 3.53%▲ 0.22%
▲ 25.72%▲ 1.21%▲ 5.57%
▼ 4.22%▲ 2.34%▲ 2.14%
▲ 7.82%▲ 2.10%▲ 2.73%
▲ 5.70%▼ 0.89%▼ 2.48%
▲ 37.60%▲ 4.40%▲ 0.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMCI
Super Micro Computer
0.49%
▼ 24.62%
2
Buy
Sep 29, 2024
CM
Canadian Bank of Commerce
―
▲ 25.83%
7
Close
Sep 08, 2024
GE
GE Aerospace
―
▲ 114.61%
6
Close
Jul 29, 2024
BUD
Anheuser-Busch Inbev Sa
―
▼ 7.83%
4
Close
Jul 29, 2024
DOW
Dow Inc
1.45%
▼ 12.57%
7
Buy
Jun 26, 2024
T
AT&T
5.94%
▲ 39.65%
7
Buy
Jun 26, 2024
ABBV
AbbVie
10.95%
▲ 37.95%
7
Buy
Jun 26, 2024
CUBE
Cubesmart
1.33%
▲ 14.82%
5
Buy
Jun 26, 2024
BMY
Bristol-Myers Squibb
1.76%
▲ 32.54%
2
Buy
Jun 26, 2024
INTC
Intel
0.6%
▼ 20.23%
1
Open
Jun 09, 2024
BF.A
Brown Forman A
2.25%
▼ 32.71%
5
Buy
Mar 24, 2024
CNP
Centerpoint Energy
3.23%
▲ 35.57%
6
Buy
Mar 24, 2024
FRO
Frontline
0.42%
▲ 185.58%
3
Buy
Mar 24, 2024
MAIN
Main Street Capital
5.1%
▲ 69.75%
6
Buy
Mar 24, 2024
PFE
Pfizer
1.92%
▼ 15.02%
7
Buy
Mar 24, 2024
BF.B
Brown-Forman B
0.56%
▼ 32.55%
5
Buy
Mar 24, 2024
AVAL
Grupo Aval Acciones y Valores SA Pfd
0.15%
▼ 33.64%
6
Buy
Mar 24, 2024
PTY
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.52%
▲ 17.79%
6
Buy
Mar 24, 2024
WBA
Walgreens Boots Alliance
0.99%
▼ 68.28%
6
Buy
Mar 24, 2024
MO
Altria Group
4.53%
▲ 56.86%
6
Buy
Mar 24, 2024