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New Portfolio - New Portfolio

Jeffrey K

New Portfolio
Individual Investor
Ranked #290,244 out of 795,509 TipRanks' Investors
Success Rate
52%
48 out of 92
profitable transactions
Average Return
1.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.68%
6-Month Return▼ 10.73%
12-Month Return▼ 2.87%
YTD Return▼ 0.26%
Total Return▲ 50.71%

Best Trade

Opened at
Closed at
Gain▲ 75.41%

Bio

Makin' Bank!

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 11.23%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 7.50%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 0.29%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.86%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 10.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.33%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 11.45%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 11.23%
▲ 10.00%▼ 0.89%▼ 7.50%
▲ 25.98%▲ 5.96%▲ 0.29%
▲ 5.34%▼ 2.41%▼ 4.86%
▲ 5.99%▲ 2.69%▲ 10.90%
▼ 12.86%▼ 1.27%▲ 2.95%
▼ 1.80%▼ 5.57%▼ 1.33%
▼ 12.15%▼ 4.55%▼ 11.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blue Owl Capital
33.51%
▲ 2.17%
2
Buy
Dec 25, 2024
XPLR Infrastructure
▼ 15.92%
2
Close
Dec 25, 2024
Medical Properties
51.88%
▲ 27.64%
2
Buy
Dec 25, 2024
ACM Research
▼ 5.78%
2
Close
Dec 25, 2024
Schwab US Dividend Equity ETF
14.6%
▲ 0.92%
2
Buy
Dec 25, 2024
Invesco S&P 500 GARP ETF
▲ 14.81%
2
Close
Dec 25, 2024
Oppenheimer Holdings
▼ 9.09%
2
Close
Dec 02, 2023
Blackstone Group
▼ 3.24%
2
Close
Dec 02, 2023
Viatris
▼ 21.41%
3
Close
Dec 02, 2023
FLEX LNG
▲ 49.71%
2
Close
Dec 02, 2023
T Rowe Price
▼ 44.12%
2
Close
Dec 02, 2023
Carlyle Group
▲ 42.24%
2
Close
Dec 02, 2023
Franchise Group
▲ 22.58%
2
Close
Aug 18, 2023
Schwab U.S. Large-Cap Growth ETF
▼ 30.20%
2
Close
Sep 25, 2022
AFLAC
▲ 13.13%
4
Close
Sep 25, 2022
Citigroup
▼ 30.48%
2
Close
Sep 25, 2022
Leggett & Platt
▲ 22.16%
5
Close
Sep 25, 2022
KeyCorp
▼ 23.70%
3
Close
Sep 25, 2022
Alliant Energy
▼ 3.53%
2
Close
Sep 25, 2022
Prudential Financial
▼ 6.64%
3
Close
Sep 25, 2022