New Portfolio - New Portfolio

FLUMJJ

New Portfolio
Individual Investor
Ranked #189,913 out of 766,001 TipRanks' Investors
Success Rate
57%
90 out of 157
profitable transactions
Average Return
12.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.63%
6-Month Return▲ 15.53%
12-Month Return▲ 38.56%
YTD Return▲ 22.92%
Total Return▲ 108.95%

Best Trade

Opened at
Closed at-
Gain▲ 292.14%

Bio

Conservative INCOME based

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 0.62%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.34%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.15%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.28%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.15%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.18%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.00%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 0.62%
▲ 11.46%▲ 5.06%▲ 6.01%
▼ 2.25%▲ 3.53%▼ 4.34%
▲ 25.72%▲ 1.21%▲ 8.15%
▼ 4.22%▲ 2.34%▲ 2.28%
▲ 7.82%▲ 2.10%▼ 0.15%
▲ 6.02%▼ 0.89%▲ 4.18%
▲ 5.59%▲ 5.20%▲ 3.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
11.89%
▲ 60.10%
11
Sell
Jun 23, 2024
Nextera Energy Partners
▼ 58.51%
7
Close
Jun 23, 2024
VanEck Junior Gold Miners ETF
2.76%
▲ 14.75%
8
Sell
Jun 23, 2024
Arizona Metals
9.11%
▼ 54.52%
4
Buy
Jun 23, 2024
Gilead Sciences
5.39%
▲ 58.47%
10
Sell
Jun 23, 2024
Wheaton Precious Metals
7.24%
▲ 114.04%
12
Sell
Jun 23, 2024
FMC
▼ 51.09%
5
Close
Jun 23, 2024
Tesla
▲ 7.62%
4
Close
Jun 23, 2024
Exxon Mobil
20.28%
▲ 5.88%
2
Sell
Jun 23, 2024
Pioneer Natural
▲ 56.59%
7
Close
May 02, 2024
Franco-Nevada
▲ 13.67%
13
Close
Jan 27, 2023
VanEck Gold Miners ETF
6.54%
▲ 18.83%
6
Buy
Jan 27, 2023
Innovative Industrial Properties
▼ 38.87%
6
Close
Jan 25, 2023
Mosaic Co
▼ 23.46%
6
Close
Dec 28, 2022
AbbVie
24.5%
▲ 127.30%
6
Sell
Dec 14, 2022
Microsoft
▲ 40.94%
6
Close
Dec 01, 2022
Alphabet Class A
▼ 24.24%
5
Close
Nov 21, 2022
Alphabet Class C
▼ 3.96%
5
Close
Oct 31, 2022
Invesco DB Commodity Index Tracking Fund
▼ 2.61%
2
Close
Aug 09, 2022
Main Street Capital
▲ 32.12%
9
Close
Jul 07, 2022