New Portfolio - New Portfolio

daezoz

New Portfolio
Individual Investor
Ranked #22,570 out of 757,311 TipRanks' Investors
Success Rate
69%
90 out of 131
profitable transactions
Average Return
41.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.89%
6-Month Return▲ 12.85%
12-Month Return▲ 25.77%
YTD Return▲ 17.64%
Total Return▲ 130.05%

Best Trade

Opened at
Closed at-
Gain▲ 524.09%

Bio

A

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.34%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.26%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.52%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.64%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.70%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.45%
▲ 5.05%▲ 3.27%▲ 4.74%
▼ 12.40%▼ 4.03%▼ 4.34%
▲ 11.46%▲ 5.06%▲ 6.26%
▼ 2.25%▲ 3.53%▼ 0.52%
▲ 25.76%▲ 1.21%▲ 5.64%
▼ 4.21%▲ 2.34%▲ 2.14%
▲ 1.03%▼ 0.11%▲ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UGI
0.96%
▼ 6.89%
9
Buy
Sep 11, 2024
Seagate Tech
6.11%
▲ 128.63%
9
Sell
Aug 06, 2024
Pfizer
1.74%
▼ 16.04%
11
Sell
Aug 06, 2024
Franklin Resources
1.31%
▼ 8.51%
9
Sell
Aug 06, 2024
Amazon
2.23%
▲ 24.39%
3
Buy
Aug 06, 2024
Verizon
1.03%
▲ 21.22%
15
Buy
Aug 05, 2024
PepsiCo
1.37%
▲ 15.62%
2
Sell
Aug 02, 2024
Broadcom
7.21%
▼ 2.00%
3
Buy
Jul 17, 2024
AFLAC
5.07%
▲ 107.62%
8
Sell
Jul 16, 2024
AT&T
0.84%
▲ 32.02%
10
Sell
Jul 16, 2024
Conagra Brands
0.76%
▲ 19.40%
3
Buy
Jul 11, 2024
Pinnacle West Capital
4.53%
▲ 44.62%
11
Sell
Jul 05, 2024
Amcor
1.22%
▲ 15.13%
12
Buy
Jun 25, 2024
LyondellBasell
0.75%
▼ 0.52%
2
Buy
Jun 25, 2024
Chevron
8.51%
▲ 62.48%
7
Buy
Dec 07, 2023
Leggett & Platt
▼ 22.12%
18
Close
Dec 06, 2023
Warner Bros
▼ 56.24%
2
Close
Nov 10, 2022
JPMorgan Chase & Co.
5.77%
▲ 48.09%
4
Buy
Feb 28, 2022
Two Harbors
▼ 5.20%
4
Close
Feb 03, 2022
ProShares Bitcoin Strategy ETF
▼ 20.30%
2
Close
Jan 11, 2022