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New Portfolio - New Portfolio

Puttnut

New Portfolio
Individual Investor
Ranked #56,383 out of 796,734 TipRanks' Investors
Success Rate
68%
56 out of 82
profitable transactions
Average Return
13.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.95%
6-Month Return▲ 3.29%
12-Month Return▲ 14.14%
YTD Return▲ 3.09%
Total Return▲ 54.54%

Best Trade

Opened at
Closed at
Gain▲ 129.64%

Bio

FRSB

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 1.00%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.23%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.87%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 5.24%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.66%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.41%
Mar 2025
▼ 6.77%
▼ 8.14%
▼ 2.83%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 1.00%
▲ 10.00%▼ 0.89%▼ 0.23%
▲ 25.98%▲ 5.96%▲ 6.87%
▲ 5.36%▼ 2.41%▼ 5.24%
▲ 6.01%▲ 2.69%▲ 3.66%
▼ 12.86%▼ 1.27%▲ 2.78%
▼ 1.80%▼ 5.57%▼ 0.41%
▼ 6.77%▼ 8.14%▼ 2.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
First Resource Bank
14.88%
▲ 30.16%
3
Buy
Apr 17, 2025
Getty Realty
4.42%
▲ 15.97%
4
Sell
Apr 17, 2025
Devon Energy
▼ 17.11%
4
Close
Apr 17, 2025
Altria Group
6.91%
▲ 3.42%
6
Buy
Apr 17, 2025
Pinnacle West Capital
▲ 15.68%
4
Close
Apr 17, 2025
Agree Realty
2.64%
▲ 32.64%
2
Sell
Apr 17, 2025
Civitas Resources
▼ 55.94%
2
Close
Apr 17, 2025
Cisco Systems
▲ 21.48%
2
Close
Apr 17, 2025
EPR Properties
5.32%
▲ 27.52%
2
Sell
Apr 17, 2025
Coca-Cola
▲ 16.62%
2
Close
Apr 17, 2025
Realty Income
1.95%
▲ 14.25%
2
Sell
Apr 17, 2025
Otter Tail
▼ 6.22%
2
Close
Apr 17, 2025
Philip Morris
▲ 65.26%
2
Close
Apr 17, 2025
PNC Financial
▲ 1.99%
2
Close
Apr 17, 2025
Shore Bancshares
▲ 21.46%
2
Close
Apr 17, 2025
Truist Financial
▼ 0.75%
2
Close
Apr 17, 2025
TC Energy
8.25%
▲ 22.49%
2
Buy
Apr 17, 2025
UGI
2.81%
▲ 48.17%
2
Sell
Apr 17, 2025
Universal
7.85%
▲ 20.02%
2
Sell
Apr 17, 2025
Franklin Resources
1.83%
▲ 2.50%
1
Open
Apr 17, 2025