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New Portfolio - New Portfolio
Jeffrey K
New PortfolioIndividual Investor
Ranked #363,664 out of 788,370 TipRanks' Investors
Success Rate
49 out of 92
profitable transactions
profitable transactions
Average Return
2.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.65%
6-Month Return▲ 6.47%
12-Month Return▲ 17.42%
YTD Return▲ 10.53%
Total Return▲ 66.14%
Best Trade
Bio
Makin' Bank!
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 0.53%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 11.24%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 7.50%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 0.29%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 5.34%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 14.27%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 3.28%
Feb 2025
▲ 8.13%▲ 1.21%▼ 0.53%
▼ 13.14%▲ 2.34%▼ 0.97%
▲ 2.93%▲ 2.10%▲ 11.24%
▲ 9.99%▼ 0.89%▼ 7.50%
▲ 26.03%▲ 5.96%▲ 0.29%
▲ 5.94%▼ 2.41%▼ 5.34%
▲ 5.25%▲ 2.69%▲ 14.27%
▼ 10.49%▼ 0.31%▼ 3.28%
Recent Activity
Blue Owl Capital
40.47%
▲ 32.92%
2
Buy
Dec 25, 2024
XPLR Infrastructure
―
▼ 15.92%
2
Close
Dec 25, 2024
Medical Properties
44.42%
▲ 16.32%
2
Buy
Dec 25, 2024
ACM Research
―
▼ 5.78%
2
Close
Dec 25, 2024
Schwab US Dividend Equity ETF
15.11%
▲ 11.50%
2
Buy
Dec 25, 2024
Invesco S&P 500 GARP ETF
―
▲ 14.99%
2
Close
Dec 25, 2024
Oppenheimer Holdings
―
▼ 9.09%
2
Close
Dec 02, 2023
Blackstone Group
―
▼ 3.24%
2
Close
Dec 02, 2023
Viatris
―
▼ 21.42%
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
―
▼ 30.19%
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