New Portfolio - New Portfolio

angelo

New Portfolio
Individual Investor
Ranked #49,608 out of 766,001 TipRanks' Investors
Success Rate
70%
74 out of 106
profitable transactions
Average Return
22.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 11.52%
12-Month Return▲ 39.28%
YTD Return▲ 29.86%
Total Return▲ 54.56%

Best Trade

Opened at
Closed at-
Gain▲ 478.31%

Bio

Quality investing

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.85%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.40%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.18%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.47%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.17%
▲ 11.46%▲ 5.06%▲ 4.85%
▼ 2.25%▲ 3.53%▲ 3.72%
▲ 25.72%▲ 1.21%▼ 1.40%
▼ 4.22%▲ 2.34%▲ 3.70%
▲ 7.82%▲ 2.10%▲ 1.93%
▲ 6.02%▼ 0.89%▼ 1.18%
▲ 5.59%▲ 5.20%▲ 3.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Philip Morris
6.62%
▲ 28.31%
7
Buy
Oct 22, 2024
The Hershey Company
▼ 17.67%
4
Close
Oct 22, 2024
Meta Platforms
3.06%
▲ 3.61%
9
Buy
Oct 01, 2024
British American Tobacco
2.71%
▲ 2.86%
3
Buy
Oct 01, 2024
Alphabet Class A
0.65%
▲ 22.11%
4
Sell
Aug 15, 2024
Arista Networks
1.87%
▲ 31.25%
2
Buy
Aug 15, 2024
Crocs
▲ 6.51%
7
Close
Aug 01, 2024
Cadence Design
▲ 4.39%
3
Close
Jul 29, 2024
Chipotle
▲ 37.12%
5
Close
Jul 24, 2024
Automatic Data Processing
1.11%
▲ 35.72%
4
Sell
Jun 27, 2024
Nvidia
6.02%
▲ 93.91%
11
Buy
Jun 14, 2024
Mastercard
7.49%
▲ 47.13%
2
Sell
Jun 14, 2024
Eli Lilly & Co
0.86%
▲ 17.16%
2
Buy
Jun 14, 2024
PayPal Holdings
▼ 41.68%
5
Close
Jun 12, 2024
Invesco QQQ Trust
▲ 5.20%
2
Close
Jun 12, 2024
Fortinet
▲ 5.85%
7
Close
May 06, 2024
Old Dominion Freight
▲ 6.70%
6
Close
Apr 29, 2024
Unilever
2.5%
▲ 19.27%
3
Buy
Apr 29, 2024
Stryker
1.17%
▲ 10.45%
1
Open
Feb 07, 2024
Wingstop
1.15%
▲ 91.23%
2
Buy
Jan 22, 2024