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New Portfolio - New Portfolio

John Whitmer

New Portfolio
Individual Investor
Ranked #63,922 out of 769,603 TipRanks' Investors
Success Rate
73%
80 out of 109
profitable transactions
Average Return
9.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.50%
6-Month Return▲ 3.40%
12-Month Return▲ 17.19%
YTD Return▲ 1.78%
Total Return▲ 44.85%

Best Trade

Opened at
Closed at-
Gain▲ 107.82%

Bio

Daddy Buffett's Value Barn

Performance

37.60%0-37.60%
▼ 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
▲ 5.70%
▼ 0.89%
▲ 0.79%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.66%
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%
▲ 5.70%▼ 0.89%▲ 0.79%
▲ 37.60%▲ 4.40%▲ 5.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Skechers USA
4.76%
0.00%
1
Open
Nov 22, 2024
EQT
▲ 9.15%
2
Close
Nov 08, 2024
SM Energy
4.76%
▲ 6.13%
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
4.76%
▲ 10.98%
1
Open
Jun 24, 2024
Vanguard Total Bond Market ETF
4.76%
▲ 1.58%
1
Open
Jun 24, 2024
iShares 0-3 Month Treasury Bond ETF
4.76%
▲ 2.15%
1
Open
Jun 24, 2024
Texas Pacific Land
▲ 32.38%
4
Close
Jun 10, 2024
Haverty
4.76%
▼ 16.15%
1
Open
May 31, 2024
Comcast
4.76%
▲ 9.98%
1
Open
Apr 09, 2024
Perion Network
4.76%
▼ 35.36%
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
4.76%
▲ 10.90%
1
Open
Jan 29, 2024