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New Portfolio - New Portfolio

daezoz

New Portfolio
Individual Investor
Ranked #71,662 out of 808,802 TipRanks' Investors
Success Rate
64%
116 out of 181
profitable transactions
Average Return
33.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.10%
6-Month Return▲ 4.71%
12-Month Return▲ 9.48%
YTD Return▲ 6.79%
Total Return▲ 140.08%

Best Trade

Opened at
Closed at
Gain▲ 500.06%

Bio

A

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 6.27%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.60%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.08%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.04%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.93%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.45%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.27%
▲ 6.03%▲ 2.69%▲ 3.07%
▼ 12.86%▼ 1.27%▲ 4.04%
▼ 1.80%▼ 5.57%▼ 1.60%
▲ 1.84%▼ 0.87%▼ 4.08%
▲ 12.20%▲ 6.28%▲ 3.04%
▲ 6.24%▲ 5.14%▲ 0.93%
▲ 14.83%▲ 1.65%▲ 1.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amcor
2.1%
▲ 2.23%
24
Buy
Jun 25, 2025
Conagra Brands
6.04%
▼ 24.75%
10
Buy
Jun 25, 2025
AFLAC
7.45%
▲ 83.86%
10
Sell
May 15, 2025
Chevron
▲ 56.51%
9
Close
May 15, 2025
Seagate Tech
▲ 148.83%
10
Close
May 15, 2025
Apple
▲ 500.06%
3
Close
May 15, 2025
Pinnacle West Capital
▲ 49.58%
12
Close
May 15, 2025
Pfizer
▼ 32.90%
14
Close
May 15, 2025
AbbVie
56.23%
▲ 201.25%
10
Sell
May 15, 2025
Carrier Global
▲ 407.35%
2
Close
May 15, 2025
Franklin Resources
▲ 7.73%
13
Close
May 15, 2025
PepsiCo
▼ 7.86%
6
Close
May 15, 2025
JPMorgan Chase
▲ 94.22%
5
Close
May 15, 2025
Verizon
▲ 22.13%
19
Close
May 15, 2025
RTX
▲ 150.02%
2
Close
May 15, 2025
Amazon
▲ 36.89%
4
Close
May 15, 2025
LyondellBasell
▼ 26.93%
6
Close
May 15, 2025
Broadcom
7.01%
▲ 75.63%
5
Sell
May 15, 2025
Genuine Parts Company
▲ 13.65%
4
Close
May 15, 2025
Polaris
3.45%
▼ 9.02%
8
Sell
May 15, 2025