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New Portfolio - New Portfolio
Ray Avery
New PortfolioIndividual Investor
Ranked #543,158 out of 769,603 TipRanks' Investors
Success Rate
52 out of 114
profitable transactions
profitable transactions
Average Return
-6.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.30%
6-Month Return▼ 2.77%
12-Month Return▲ 7.32%
YTD Return▼ 3.94%
Total Return▼ 27.73%
Best Trade
Bio
This is a mixture of an investment portfolio as well as a retirement account
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 1.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.65%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 13.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 9.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.22%
Oct 2024
▲ 37.60%
▲ 4.40%
▼ 1.50%
Nov 2024
▼ 12.40%▼ 4.03%▼ 1.37%
▲ 11.46%▲ 5.06%▲ 0.47%
▼ 2.25%▲ 3.53%▼ 4.65%
▲ 25.72%▲ 1.21%▲ 13.87%
▼ 4.22%▲ 2.34%▼ 9.16%
▲ 7.82%▲ 2.10%▼ 2.60%
▲ 5.70%▼ 0.89%▲ 4.22%
▲ 37.60%▲ 4.40%▼ 1.50%
Recent Activity
JPMorgan Chase & Co.
5.1%
▲ 124.31%
2
Sell
Nov 15, 2024
Baxter International
0%
▲ 8.07%
2
Sell
Nov 12, 2024
W. P. Carey Inc.
4.22%
▲ 1.79%
7
Buy
Oct 25, 2024
Corning
1.59%
▲ 22.73%
1
Open
Aug 01, 2024
B Riley Financial
0.33%
▼ 83.53%
9
Buy
Jul 01, 2024
NextEra Energy
3.12%
▲ 21.68%
6
Buy
Jul 01, 2024
Stem Inc
0.06%
▼ 84.88%
10
Buy
Jun 27, 2024
Medical Properties
―
▼ 48.24%
6
Close
May 15, 2024
3M
2.32%
▲ 29.28%
3
Buy
May 10, 2024
Johnson & Johnson
2.04%
▲ 5.38%
3
Buy
Apr 25, 2024
International Business Machines
1.83%
▲ 62.57%
7
Buy
Apr 24, 2024
Bandwidth
―
▼ 55.99%
4
Close
Apr 09, 2024
Solventum Corporation
0.29%
▲ 5.69%
1
Open
Apr 04, 2024
ABB Ltd
1.15%
▲ 69.10%
2
Buy
Oct 18, 2023
Sandoz Group Ltd Sponsored ADR
0.45%
▲ 59.13%
1
Open
Oct 11, 2023
PhenomeX
―
▼ 54.06%
6
Close
Oct 03, 2023
Kenvue, Inc.
0.79%
▲ 12.74%
3
Buy
Sep 07, 2023
EVgo
0.52%
▼ 13.64%
6
Buy
Aug 30, 2023
Prudential Financial
3.47%
▲ 88.51%
2
Buy
Mar 15, 2023
National Grid Transco
2.59%
▲ 32.31%
3
Buy
Feb 07, 2023