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New Portfolio - New Portfolio

PerformancePortfolio Details

Feuilletin

New Portfolio
Individual Investor
Ranked #165,784 out of 757,311 TipRanks' Investors
Success Rate
59%
108 out of 183
profitable transactions
Average Return
7.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.34%
6-Month Return▲ 9.68%
12-Month Return▲ 19.01%
YTD Return▲ 13.28%
Total Return▲ 13.79%

Best Trade

AssetExxon Mobil (XOM)
Opened at
Closed at-
Gain▲ 122.36%

Bio

Just my Portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.28%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.76%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.80%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.22%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.99%
▲ 5.05%▲ 3.27%▲ 5.28%
▼ 12.40%▼ 4.03%▼ 1.89%
▲ 11.46%▲ 5.06%▲ 4.76%
▼ 2.25%▲ 3.53%▼ 0.76%
▲ 25.76%▲ 1.21%▲ 2.80%
▼ 4.21%▲ 2.34%▲ 3.31%
▲ 1.03%▼ 0.11%▼ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TGT
Target
―
▲ 4.31%
7
Close
Aug 26, 2024
BBY
Best Buy Co
―
▲ 33.31%
6
Close
Aug 26, 2024
DLR
Digital Realty
―
▲ 46.65%
7
Close
Aug 26, 2024
NVO
Novo Nordisk
―
▲ 0.74%
2
Close
Aug 26, 2024
WPC
W. P. Carey Inc.
―
▼ 9.98%
5
Close
May 15, 2024
JNJ
Johnson & Johnson
―
▼ 0.98%
6
Close
May 15, 2024
NEE
NextEra Energy
―
▲ 3.02%
5
Close
May 15, 2024
LEG
Leggett & Platt
―
▼ 59.02%
2
Close
May 15, 2024
STLA
Stellantis
0.2%
▼ 34.37%
1
Open
May 15, 2024
MC
LVMH Moet Hennessy Louis Vuitton
0.21%
▼ 24.47%
1
Open
May 15, 2024
ASML
ASML Holding
0.24%
▼ 15.82%
1
Open
May 15, 2024
RMS
Hermes International
0.25%
▼ 16.49%
1
Open
May 15, 2024
SNPS
Synopsys
0.24%
▼ 14.52%
1
Open
May 15, 2024
OKE
Oneok
0.39%
▲ 66.77%
4
Buy
Feb 05, 2024
RIO
Rio Tinto
0.36%
▲ 15.84%
5
Buy
Feb 05, 2024
MO
Altria Group
0.49%
▲ 34.60%
5
Buy
Feb 05, 2024
ABR
Arbor Realty
0.44%
▲ 24.94%
4
Buy
Feb 05, 2024
PEP
PepsiCo
―
▼ 2.33%
5
Close
Nov 13, 2023
UNP
Union Pacific
―
▲ 3.01%
5
Close
Nov 13, 2023
LOW
Lowe's
―
▲ 2.25%
6
Close
Nov 13, 2023