Kristen Portfolio - New Portfolio

Kristen

Kristen Portfolio
Individual Investor
Ranked #200,923 out of 766,001 TipRanks' Investors
Success Rate
60%
207 out of 346
profitable transactions
Average Return
7.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.97%
6-Month Return▲ 15.07%
12-Month Return▲ 32.93%
YTD Return▲ 18.87%
Total Return▼ 8.98%

Best Trade

Opened at
Closed at-
Gain▲ 185.25%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▲ 2.10%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.86%
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%
▲ 6.02%▼ 0.89%▲ 2.10%
▲ 5.59%▲ 5.20%▲ 5.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uber Technologies
3.09%
▼ 10.15%
4
Buy
Nov 08, 2024
PepsiCo
0%
▲ 1.31%
4
Sell
Nov 04, 2024
Energy Select Sector SPDR Fund
0%
▲ 39.31%
7
Sell
Oct 31, 2024
Schwab US Dividend Equity ETF
3.12%
▲ 14.68%
20
Buy
Oct 22, 2024
Alphabet Class C
8.48%
▲ 25.79%
24
Buy
Oct 17, 2024
United Parcel
11.07%
▼ 3.28%
10
Buy
Oct 17, 2024
Amazon
21.19%
▲ 38.34%
28
Buy
Oct 15, 2024
Conocophillips
10.16%
▲ 2.23%
8
Buy
Oct 15, 2024
Nvidia
15.98%
▲ 20.95%
15
Buy
Sep 26, 2024
Capital Southwest
▲ 14.24%
10
Close
Sep 18, 2024
Nike
▼ 18.36%
14
Close
Sep 13, 2024
Lantronix
0.08%
▼ 24.78%
3
Buy
Aug 09, 2024
Metlife
2.6%
▲ 45.65%
5
Buy
Jun 26, 2024
Blackstone Group
▲ 28.83%
13
Close
Jun 24, 2024
Palantir Technologies
4.38%
▲ 155.01%
9
Buy
May 24, 2024
Medtronic
7.99%
▲ 9.89%
6
Buy
Apr 25, 2024
Mesabi Shs
▼ 6.43%
6
Close
Mar 06, 2024
Home Depot
4.35%
▲ 28.81%
14
Sell
Feb 28, 2024
Apple
▲ 27.92%
9
Close
Feb 16, 2024
SPDR S&P 500 ETF Trust
▲ 28.83%
17
Close
Feb 16, 2024