New Portfolio - New Portfolio

E58FD2D8

New Portfolio
Individual Investor
Ranked #130,350 out of 757,311 TipRanks' Investors
Success Rate
60%
138 out of 231
profitable transactions
Average Return
11.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.33%
6-Month Return▲ 5.19%
12-Month Return▲ 15.72%
YTD Return▲ 11.09%
Total Return▲ 17.56%

Best Trade

Opened at
Closed at-
Gain▲ 803.72%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.53%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.54%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.08%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.01%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.23%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 2.05%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.53%
▲ 5.05%▲ 3.27%▲ 4.20%
▼ 12.40%▼ 4.03%▼ 3.54%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▼ 0.08%
▲ 25.76%▲ 1.21%▲ 4.01%
▼ 4.21%▲ 2.34%▲ 1.23%
▲ 2.65%▼ 0.40%▼ 2.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
0.96%
▲ 13.32%
8
Buy
Aug 09, 2024
Schlumberger
0.87%
▼ 14.04%
8
Buy
Aug 09, 2024
US Bancorp
4.06%
▲ 23.59%
15
Buy
Aug 09, 2024
Pfizer
4.15%
▼ 10.51%
14
Buy
Aug 09, 2024
Visa
5.69%
▲ 18.62%
6
Buy
Aug 09, 2024
Cisco Systems
3.41%
▲ 5.31%
9
Buy
Aug 09, 2024
Xylem
5.45%
▲ 20.14%
6
Buy
Aug 09, 2024
Eli Lilly & Co
3.63%
▲ 25.86%
4
Buy
Aug 09, 2024
JPMorgan Chase & Co.
2.53%
▲ 15.52%
5
Buy
Aug 09, 2024
Dell Technologies
1.74%
▼ 7.42%
2
Buy
Jul 30, 2024
Nvidia
1.75%
▲ 2.65%
2
Buy
Jul 30, 2024
Global X Robotics & Artificial Intelligence ETF
▲ 15.81%
8
Close
Jul 18, 2024
Centene
10.07%
▲ 7.49%
7
Buy
Jul 05, 2024
Advanced Micro Devices
1.55%
▼ 8.34%
1
Open
Jun 20, 2024
Arcadium Lithium Plc
1.23%
▼ 40.45%
3
Buy
Jun 17, 2024
Walmart
3.57%
▲ 56.87%
9
Buy
Jun 05, 2024
DuPont de Nemours
0.82%
▲ 1.85%
1
Open
May 28, 2024
Amazon
6.56%
▲ 71.54%
8
Buy
May 20, 2024
ON Semiconductor
1.96%
▲ 0.13%
8
Sell
May 17, 2024
Alphabet Class A
8.8%
▲ 36.15%
9
Buy
May 17, 2024