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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #403,343 out of 781,066 TipRanks' Investors
Success Rate
51%
1040 out of 2035
profitable transactions
Average Return
0.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.06%
6-Month Return▲ 9.42%
12-Month Return▲ 15.97%
YTD Return▲ 5.15%
Total Return▼ 16.05%

Best Trade

Opened at
Closed at
Gain▲ 326.46%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 4.07%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.86%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.71%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.51%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.01%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 5.15%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.07%
▲ 8.13%▲ 1.21%▲ 4.86%
▼ 13.14%▲ 2.34%▲ 8.66%
▲ 2.93%▲ 2.10%▼ 1.93%
▲ 10.00%▼ 0.89%▼ 3.71%
▲ 26.04%▲ 5.96%▲ 4.51%
▲ 5.93%▼ 2.41%▼ 5.01%
▲ 11.17%▲ 1.96%▲ 5.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Atkore International Group
100%
▲ 1.74%
14
Open
Dec 29, 2024
PepsiCo
▲ 3.01%
33
Close
Aug 03, 2024
Starbucks
▼ 2.98%
49
Close
Aug 03, 2024
McDonald's
▼ 0.02%
57
Close
Aug 03, 2024
Nike
▼ 3.97%
31
Close
Aug 03, 2024
Walgreens Boots Alliance
▼ 14.18%
22
Close
Aug 03, 2024
Pfizer
▼ 1.76%
32
Close
Aug 03, 2024
TotalEnergies
▼ 0.78%
20
Close
Aug 03, 2024
PayPal Holdings
▼ 0.51%
39
Close
Aug 03, 2024
Intel
▼ 2.58%
57
Close
Aug 03, 2024
T Mobile US
▲ 5.27%
13
Close
Aug 03, 2024
Johnson & Johnson
▲ 1.34%
13
Close
Aug 03, 2024
United Parcel
▼ 6.43%
9
Close
Aug 03, 2024
Walt Disney
▼ 0.10%
20
Close
Aug 03, 2024
Biogen
▼ 10.95%
14
Close
Aug 03, 2024
Kraft Heinz
▼ 0.09%
27
Close
Aug 03, 2024
Coca Cola Femsa SAB De CV
▲ 0.41%
15
Close
Aug 03, 2024
Celanese
▲ 1.45%
21
Close
Aug 03, 2024
Delta Air Lines
▲ 16.63%
27
Close
Aug 03, 2024
Southwest Airlines
▼ 9.37%
22
Close
Aug 03, 2024