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New Portfolio - New Portfolio

Larry B

New Portfolio
Individual Investor
Ranked #17,660 out of 770,014 TipRanks' Investors
Success Rate
70%
215 out of 309
profitable transactions
Average Return
62.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.76%
6-Month Return▲ 34.77%
12-Month Return▲ 51.76%
YTD Return▲ 42.14%
Total Return▲ 156.63%

Best Trade

Opened at
Closed at-
Gain▲ 2068.34%

Bio

Dividends with growth

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 5.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.96%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.36%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.63%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.41%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 5.76%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.38%
▲ 11.46%▲ 5.06%▲ 13.46%
▼ 2.25%▲ 3.53%▲ 1.96%
▲ 25.72%▲ 1.21%▲ 4.36%
▼ 4.22%▲ 2.34%▲ 3.36%
▲ 7.82%▲ 2.10%▲ 2.63%
▲ 5.70%▼ 0.89%▲ 1.41%
▲ 31.73%▲ 4.73%▲ 5.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Brands
0.44%
▼ 2.27%
1
Open
Jul 25, 2024
United Parcel
▲ 6.61%
6
Close
Jul 23, 2024
ServiceNow
2.11%
▲ 256.92%
4
Buy
Jun 21, 2024
Nike
0.86%
▼ 5.68%
4
Sell
Jun 21, 2024
Amgen
1.41%
▲ 45.11%
5
Buy
Jun 21, 2024
Apollo Global Management
3.27%
▲ 453.15%
3
Buy
Jun 21, 2024
American Tower
0.81%
▲ 32.40%
3
Buy
Jun 21, 2024
CVS Health
1.1%
▲ 3.47%
6
Sell
Jun 21, 2024
Johnson & Johnson
1.17%
▲ 20.83%
5
Buy
Jun 21, 2024
Ares Capital
0.72%
▲ 63.22%
2
Buy
Jun 21, 2024
BlackRock
1.26%
▲ 134.37%
3
Buy
Jun 21, 2024
Broadridge Financial Solutions
2.09%
▲ 103.95%
4
Buy
Jun 21, 2024
Berkshire Hathaway B
2.88%
▲ 95.82%
5
Buy
Jun 21, 2024
American Express
1.35%
▲ 163.52%
4
Buy
Jun 21, 2024
Prudential Financial
1.04%
▲ 71.02%
3
Buy
Jun 21, 2024
Bristol-Myers Squibb
1.35%
▲ 24.18%
5
Buy
Jun 21, 2024
Cisco Systems
1.86%
▲ 45.28%
5
Buy
Jun 21, 2024
Alphabet Class A
3.21%
▲ 89.60%
4
Buy
Jun 21, 2024
Nvidia
6.42%
▲ 890.87%
3
Buy
Jun 21, 2024
Blackstone Group
2.57%
▲ 440.24%
3
Buy
Jun 21, 2024