New Portfolio - New Portfolio

John Whitmer

New Portfolio
Individual Investor
Ranked #64,304 out of 766,001 TipRanks' Investors
Success Rate
73%
79 out of 108
profitable transactions
Average Return
9.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.87%
6-Month Return▲ 1.80%
12-Month Return▲ 25.05%
YTD Return▲ 2.69%
Total Return▲ 46.14%

Best Trade

Opened at
Closed at-
Gain▲ 102.08%

Bio

Daddy Buffett's Value Barn

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 9.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.48%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.49%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.87%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.70%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 6.71%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.16%
▲ 11.46%▲ 5.06%▲ 3.48%
▼ 2.25%▲ 3.53%▼ 7.63%
▲ 25.72%▲ 1.21%▲ 4.49%
▼ 4.22%▲ 2.34%▼ 3.69%
▲ 7.82%▲ 2.10%▲ 1.87%
▲ 6.02%▼ 0.89%▲ 0.70%
▲ 5.59%▲ 5.20%▲ 6.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EQT
▲ 9.15%
2
Close
Nov 08, 2024
SM Energy
5%
0.00%
1
Open
Nov 08, 2024
Axos Financial
▲ 31.21%
6
Close
Nov 07, 2024
East West Bancorp
▲ 38.76%
2
Close
Nov 07, 2024
Wabash National
0.00%
2
Close
Nov 07, 2024
Globe Life
▲ 1.62%
2
Close
Oct 14, 2024
Invesco S&P 500 Momentum ETF
5%
▲ 12.50%
1
Open
Jun 24, 2024
Vanguard Total Bond Market ETF
5%
▲ 2.28%
1
Open
Jun 24, 2024
iShares 0-3 Month Treasury Bond ETF
5%
▲ 2.00%
1
Open
Jun 24, 2024
Texas Pacific Land
▲ 32.38%
4
Close
Jun 10, 2024
Haverty
5%
▼ 18.32%
1
Open
May 31, 2024
Comcast
5%
▲ 11.09%
1
Open
Apr 09, 2024
Perion Network
5%
▼ 32.55%
1
Open
Apr 09, 2024
Cigna
▲ 35.63%
4
Close
Apr 06, 2024
Exxon Mobil
▲ 22.13%
2
Close
Apr 06, 2024
Crocs
▲ 47.81%
2
Close
Mar 24, 2024
Barrett Business Services
▲ 21.93%
4
Close
Mar 07, 2024
Nvidia
▲ 38.67%
2
Close
Jan 30, 2024
Ovintiv
5%
▲ 2.50%
1
Open
Jan 29, 2024
Mueller Industries
▲ 30.68%
2
Close
Jan 26, 2024