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New Portfolio - New Portfolio

PerformancePortfolio Details

Sammi Fitzgerald

New Portfolio
Individual Investor
Ranked #391,178 out of 781,066 TipRanks' Investors
Success Rate
51%
273 out of 541
profitable transactions
Average Return
2.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.54%
6-Month Return▲ 5.18%
12-Month Return▲ 12.57%
YTD Return▲ 1.80%
Total Return▲ 4.07%

Best Trade

AssetHut 8 (HUT)
Opened at
Closed at
Gain▲ 296.48%

Bio

This is my investment portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.37%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.12%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.87%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.60%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.85%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.19%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 1.80%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 3.37%
▲ 8.13%▲ 1.21%▲ 2.12%
▼ 13.14%▲ 2.34%▲ 2.87%
▲ 2.93%▲ 2.10%▲ 1.60%
▲ 10.00%▼ 0.89%▼ 1.06%
▲ 26.04%▲ 5.96%▲ 4.85%
▲ 5.93%▼ 2.41%▼ 5.19%
▲ 11.17%▲ 1.96%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JXN
Jackson Financial Incorporation
3.03%
▲ 99.04%
3
Open
Aug 05, 2024
TS
Tenaris SA
―
▼ 12.12%
2
Close
Aug 01, 2024
TX
Ternium SA
3.03%
▼ 11.60%
1
Open
Aug 01, 2024
BBSI
Barrett Business Services
3.03%
▲ 17.38%
5
Open
Jul 31, 2024
ORI
Old Republic International
3.03%
▲ 1.28%
7
Open
Jul 30, 2024
PRU
Prudential Financial
3.03%
▲ 13.09%
3
Open
Jul 30, 2024
LNC
Lincoln National
3.03%
▲ 7.14%
5
Open
Jul 29, 2024
GSBD
Goldman Sachs BDC
―
▲ 11.19%
4
Close
Jul 26, 2024
ENB
Enbridge
―
▲ 3.72%
2
Close
Jul 26, 2024
DLR
Digital Realty
―
▲ 34.85%
2
Close
Jul 26, 2024
GOOGL
Alphabet Class A
3.03%
▲ 17.66%
1
Open
Jul 26, 2024
MSFT
Microsoft
3.03%
▲ 1.27%
1
Open
Jul 26, 2024
PSA
Public Storage
3.03%
▲ 0.21%
1
Open
Jul 26, 2024
MLI
Mueller Industries
3.03%
▲ 9.58%
3
Open
Jul 25, 2024
AHH
Armada Hoffler Properties
3.03%
▼ 13.96%
1
Open
Jul 25, 2024
BLDR
Builders Firstsource
―
▼ 0.15%
10
Close
Jul 05, 2024
MPW
Medical Properties
―
▼ 19.76%
4
Close
Jul 05, 2024
MED
Medifast
―
▼ 23.00%
6
Close
Jul 05, 2024
V
Visa
3.03%
▲ 8.11%
5
Open
Jul 05, 2024
MA
Mastercard
3.03%
▲ 9.04%
3
Open
Jul 05, 2024