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Kristen Portfolio - New Portfolio

Kristen

Kristen Portfolio
Individual Investor
Ranked #202,229 out of 770,014 TipRanks' Investors
Success Rate
60%
214 out of 356
profitable transactions
Average Return
7.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return▲ 16.81%
12-Month Return▲ 27.03%
YTD Return▲ 19.20%
Total Return▼ 8.73%

Best Trade

Opened at
Closed at-
Gain▲ 215.83%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.75%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.10%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 6.15%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.01%
▲ 11.46%▲ 5.06%▲ 1.19%
▼ 2.25%▲ 3.53%▼ 1.75%
▲ 25.72%▲ 1.21%▲ 1.96%
▼ 4.22%▲ 2.34%▲ 3.19%
▲ 7.82%▲ 2.10%▲ 3.60%
▲ 5.70%▼ 0.89%▲ 2.10%
▲ 31.73%▲ 4.73%▲ 6.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
21.73%
▲ 33.79%
30
Buy
Nov 22, 2024
Palantir Technologies
5.23%
▲ 161.10%
10
Buy
Nov 20, 2024
Uber Technologies
3.66%
▼ 3.57%
5
Buy
Nov 20, 2024
Coca-Cola
1.97%
▲ 2.25%
3
Buy
Nov 20, 2024
Conocophillips
9.68%
▼ 3.16%
9
Buy
Nov 14, 2024
United Parcel
11.46%
▲ 2.17%
11
Buy
Nov 12, 2024
PepsiCo
0%
▲ 0.05%
4
Sell
Nov 04, 2024
Energy Select Sector SPDR Fund
0%
▲ 41.69%
7
Sell
Oct 31, 2024
Schwab US Dividend Equity ETF
2.98%
▲ 14.84%
20
Buy
Oct 22, 2024
Alphabet Class C
7.61%
▲ 23.51%
24
Buy
Oct 17, 2024
Nvidia
14.05%
▲ 11.89%
15
Buy
Sep 26, 2024
Capital Southwest
▲ 14.24%
10
Close
Sep 18, 2024
Nike
▼ 18.36%
14
Close
Sep 13, 2024
Lantronix
0.07%
▼ 21.32%
3
Buy
Aug 09, 2024
Metlife
2.64%
▲ 57.01%
5
Buy
Jun 26, 2024
Blackstone Group
▲ 28.83%
13
Close
Jun 24, 2024
Medtronic
7.39%
▲ 7.42%
6
Buy
Apr 25, 2024
Mesabi Shs
▼ 6.43%
6
Close
Mar 06, 2024
Home Depot
4.33%
▲ 32.41%
14
Sell
Feb 28, 2024
Apple
▲ 27.92%
9
Close
Feb 16, 2024