#x27;s Portfolio Performance - New Portfolio 697753 - TipRanks.com
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New Portfolio
- New Portfolio
Performance
Portfolio Details
Swing4$
New Portfolio
Individual Investor
Ranked #166,709 out of 766,394 TipRanks' Investors
Success Rate
61%
71 out of 117
profitable transactions
Average Return
10.66%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 1.65%
6-Month Return
▲ 6.07%
12-Month Return
▲ 24.03%
YTD Return
▲ 12.20%
Total Return
▲ 12.78%
Best Trade
Asset
Byrna Techn... (BYRN)
Opened at
Apr 20, 2023
Closed at
-
Gain
▲ 210.59%
Bio
focus on dividend yield.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.32%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.65%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.57%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.30%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 1.48%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 1.32%
▲ 11.46%
▲ 5.06%
▲ 3.60%
▼ 2.25%
▲ 3.53%
▼ 1.65%
▲ 25.72%
▲ 1.21%
▲ 5.21%
▼ 4.22%
▲ 2.34%
▲ 0.20%
▲ 7.82%
▲ 2.10%
▲ 2.57%
▲ 6.02%
▼ 0.89%
▼ 2.30%
▲ 22.71%
▲ 5.30%
▲ 1.48%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TELL
Tellurian
―
▼ 40.35%
4
Close
Oct 08, 2024
PXD
Pioneer Natural
―
▲ 44.89%
2
Close
May 02, 2024
XOM
Exxon Mobil
1.18%
▲ 5.32%
1
Open
May 02, 2024
CEQP
Crestwood Equity
―
▲ 11.26%
2
Close
Nov 03, 2023
~LAC
Lithium Americas
―
▼ 21.86%
2
Close
Oct 03, 2023
DX
Dynex Capital
1.18%
▲ 23.64%
1
Open
Oct 02, 2023
XLK
Technology Select Sector SPDR Fund
1.18%
▲ 35.14%
1
Open
Sep 01, 2023
BOTZ
Global X Robotics & Artificial Intelligence ETF
1.18%
▲ 26.69%
1
Open
Sep 01, 2023
CS
Credit Suisse
―
▼ 64.74%
2
Close
Jun 09, 2023
UBS
UBS Group AG
1.18%
▲ 66.05%
1
Open
Jun 09, 2023
ECOW
Pacer Emerging Markets Cash Cows 100 ETF
1.18%
▲ 18.28%
1
Open
May 07, 2023
OWL
Blue Owl Capital
1.18%
▲ 142.50%
1
Open
May 07, 2023
NAT
Nordic American Tanker
1.18%
▲ 7.38%
1
Open
May 05, 2023
GLNG
Golar LNG
1.18%
▲ 91.54%
1
Open
May 05, 2023
ASC
Ardmore Shipping
1.18%
▲ 1.07%
1
Open
May 05, 2023
SFL
SFL Corporation
1.18%
▲ 31.63%
1
Open
May 05, 2023
EOG
EOG Resources
1.18%
▲ 26.59%
1
Open
May 03, 2023
FANG
Diamondback
1.18%
▲ 49.47%
1
Open
May 03, 2023
PDI
PIMCO Dynamic
1.18%
▲ 35.33%
1
Open
Apr 26, 2023
PFLT
Pennantpark $
1.18%
▲ 10.73%
3
Open
Apr 20, 2023
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