tiprankstipranks

New Portfolio - New Portfolio

JONATHAN KEEFE

New Portfolio
Individual Investor
Ranked #136,818 out of 783,334 TipRanks' Investors
Success Rate
71%
30 out of 42
profitable transactions
Average Return
16.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.60%
6-Month Return▲ 4.40%
12-Month Return▲ 38.04%
YTD Return▲ 1.60%
Total Return▲ 24.71%

Best Trade

Opened at
Closed at-
Gain▲ 252.51%

Bio

I am new to investing but can't stop wanting to learn everything. I picked dividends I want to rollover, back in to my stocks. 90% of them I will hold long term

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.76%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.09%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.15%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.96%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.60%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.76%
▲ 8.13%▲ 1.21%▲ 3.22%
▼ 13.14%▲ 2.34%▲ 1.61%
▲ 2.93%▲ 2.10%▲ 1.09%
▲ 9.99%▼ 0.89%▲ 4.06%
▲ 26.04%▲ 5.96%▲ 1.15%
▲ 5.93%▼ 2.41%▼ 4.96%
▲ 3.19%▲ 2.68%▲ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ayr Wellness
▼ 80.40%
5
Close
Dec 01, 2024
Alkami Technology
0.29%
▲ 16.59%
2
Buy
Sep 15, 2024
Eaton
2.63%
▲ 96.87%
2
Buy
Sep 15, 2024
RTX
2.07%
▲ 50.30%
2
Buy
Sep 15, 2024
AbbVie
1.41%
▲ 45.96%
2
Buy
Sep 15, 2024
Mustang Bio
▼ 61.46%
5
Close
Sep 15, 2024
Brookfield Infrastructure
0.27%
▲ 5.00%
2
Buy
Sep 15, 2024
Texas Instruments
1.49%
▲ 8.03%
2
Buy
Sep 15, 2024
TSMC
1.67%
▲ 60.69%
2
Buy
Sep 15, 2024
Palo Alto Networks
3.01%
▲ 16.54%
2
Buy
Sep 15, 2024
CrowdStrike Holdings
3.19%
▲ 38.45%
2
Buy
Sep 15, 2024
Microsoft
6.67%
▲ 5.06%
2
Buy
Sep 15, 2024
Alibaba
0.83%
▲ 20.14%
2
Buy
Sep 15, 2024
Invesco NASDAQ 100 ETF
3.46%
▲ 15.16%
2
Buy
Sep 15, 2024
Invesco QQQ Trust
8.4%
▲ 15.19%
2
Buy
Sep 15, 2024
Abby
▼ 9.09%
2
Close
Jun 07, 2024
FG Group Holdings
▲ 32.95%
2
Close
Sep 12, 2022
Coinbase Global
12.1%
▲ 141.84%
2
Buy
Sep 12, 2022
Lazard
2.22%
▲ 54.01%
2
Buy
Sep 12, 2022
Lyft
▼ 63.45%
2
Close
Sep 12, 2022