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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #303,139 out of 770,014 TipRanks' Investors
Success Rate
54%
88 out of 163
profitable transactions
Average Return
6.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.20%
6-Month Return▲ 4.94%
12-Month Return▲ 21.62%
YTD Return▲ 14.43%
Total Return▼ 7.19%

Best Trade

Opened at
Closed at
Gain▲ 354.40%

Bio

I invest in growth value-oriented names. Focusing on strong fundamentals and potential breakouts with a margin of safety.

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.29%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.32%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.62%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.19%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.17%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.25%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.29%
▲ 11.46%▲ 5.06%▲ 4.32%
▼ 2.25%▲ 3.53%▼ 0.62%
▲ 25.72%▲ 1.21%▲ 4.19%
▼ 4.22%▲ 2.34%▼ 0.12%
▲ 7.82%▲ 2.10%▼ 1.17%
▲ 5.70%▼ 0.89%▼ 2.25%
▲ 31.73%▲ 4.73%▲ 4.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
▲ 118.13%
6
Close
Nov 23, 2024
POET Technologies
0.3%
▲ 5.20%
2
Buy
Nov 23, 2024
Rockwell Automation
4.18%
0.00%
1
Open
Nov 23, 2024
Amgen
4.12%
0.00%
1
Open
Nov 23, 2024
Uber Technologies
2.06%
▼ 2.14%
5
Open
Nov 21, 2024
Fiserv
3.1%
▼ 1.68%
3
Open
Nov 21, 2024
Walmart
3.13%
▲ 1.96%
2
Buy
Nov 21, 2024
Union Pacific
3.49%
▲ 4.31%
1
Open
Nov 21, 2024
Applied Materials
2.44%
▲ 40.86%
3
Open
Nov 20, 2024
SPDR Gold Shares
5.09%
▼ 0.87%
1
Open
Nov 20, 2024
Merck & Company
1.42%
▲ 3.82%
1
Open
Nov 20, 2024
Amazon
2.82%
▼ 14.14%
7
Open
Nov 18, 2024
Nextera Energy Partners
0.48%
▲ 7.80%
1
Open
Nov 18, 2024
Constellation Energy Corporation
3.48%
▲ 8.10%
1
Open
Nov 18, 2024
Microsoft
5.86%
▼ 8.44%
5
Open
Nov 17, 2024
Moderna
▲ 4.19%
6
Close
Nov 17, 2024
Qualcomm
▲ 33.34%
4
Close
Nov 17, 2024
Mosaic Co
▼ 45.46%
3
Close
Nov 17, 2024
AbbVie
▲ 10.43%
2
Close
Nov 17, 2024
Altria Group
▲ 43.86%
2
Close
Nov 17, 2024