New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #76,831 out of 767,017 TipRanks' Investors
Success Rate
69%
60 out of 87
profitable transactions
Average Return
16.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.31%
6-Month Return▲ 2.89%
12-Month Return▲ 23.36%
YTD Return▲ 8.95%
Total Return▲ 90.84%

Best Trade

Opened at
Closed at
Gain▲ 150.62%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.87%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.24%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.41%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 2.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.87%
▲ 11.46%▲ 5.06%▲ 2.06%
▼ 2.25%▲ 3.53%▼ 0.03%
▲ 25.72%▲ 1.21%▲ 0.77%
▼ 4.22%▲ 2.34%▲ 0.85%
▲ 7.82%▲ 2.10%▼ 0.24%
▲ 6.02%▼ 0.89%▼ 0.41%
▲ 9.99%▲ 4.97%▲ 2.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aviva plc
5.15%
▲ 9.33%
3
Buy
Sep 01, 2024
Walgreens Boots Alliance
0%
▼ 33.08%
3
Open
Apr 07, 2024
Stellantis
3.78%
▲ 7.97%
4
Buy
Dec 29, 2022
M&G Plc
0%
▲ 23.78%
1
Open
Dec 01, 2022
Uber Technologies
0%
▲ 82.73%
3
Open
Nov 30, 2022
AT&T
0%
▲ 28.53%
1
Open
Nov 30, 2022
Tesco plc
9.33%
▲ 59.30%
1
Open
Nov 19, 2022
3M
▼ 6.17%
4
Close
Sep 13, 2022
Bank of New York Mellon Corporation
10.64%
▲ 90.18%
1
Open
Sep 13, 2022
Formfactor
▲ 28.17%
3
Close
Jun 06, 2022
Valvoline
▲ 81.57%
3
Close
Jun 06, 2022
Citigroup
9.45%
▲ 24.72%
3
Open
Jun 06, 2022
Medtronic
2.89%
▲ 4.99%
3
Open
Jun 06, 2022
Lloyds Banking
14.76%
▲ 33.85%
1
Open
Jun 06, 2022
Cloudflare
5.16%
▼ 15.12%
1
Open
Feb 06, 2022
Intel
3.01%
▼ 26.85%
3
Open
Jan 28, 2022
Ford Motor
3.29%
▼ 19.59%
2
Buy
Dec 14, 2021
General Motors
6.65%
▲ 0.13%
2
Buy
Dec 14, 2021
Coca-Cola
▲ 15.75%
3
Close
Nov 08, 2021
Advanced Micro Devices
10.7%
▲ 51.50%
4
Buy
Jun 10, 2021