tiprankstipranks

New Portfolio - New Portfolio

JONATHAN KEEFE

New Portfolio
Individual Investor
Ranked #106,096 out of 769,291 TipRanks' Investors
Success Rate
74%
31 out of 42
profitable transactions
Average Return
19.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.83%
6-Month Return▲ 14.92%
12-Month Return▲ 71.53%
YTD Return▲ 40.53%
Total Return▲ 26.52%

Best Trade

Opened at
Closed at-
Gain▲ 257.64%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 5.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.60%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.27%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 0.60%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.95%
▲ 11.46%▲ 5.06%▲ 6.86%
▼ 2.25%▲ 3.53%▲ 2.59%
▲ 25.72%▲ 1.21%▲ 3.22%
▼ 4.22%▲ 2.34%▲ 1.60%
▲ 7.82%▲ 2.10%▲ 1.09%
▲ 5.70%▼ 0.89%▲ 4.27%
▲ 37.60%▲ 4.40%▲ 0.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alkami Technology
0.32%
▲ 24.56%
2
Buy
Sep 15, 2024
Eaton
3.01%
▲ 129.94%
2
Buy
Sep 15, 2024
RTX
1.93%
▲ 44.77%
2
Buy
Sep 15, 2024
Ayr Wellness
0.01%
▼ 75.86%
4
Buy
Sep 15, 2024
AbbVie
1.41%
▲ 41.68%
2
Buy
Sep 15, 2024
Mustang Bio
▼ 51.01%
5
Close
Sep 15, 2024
Brookfield Infrastructure
0.28%
▲ 13.92%
2
Buy
Sep 15, 2024
Texas Instruments
1.58%
▲ 18.78%
2
Buy
Sep 15, 2024
Taiwan Semiconductor Manufacturing
1.52%
▲ 51.50%
2
Buy
Sep 15, 2024
Palo Alto Networks
3.06%
▲ 24.98%
2
Buy
Sep 15, 2024
CrowdStrike Holdings
2.97%
▲ 24.67%
2
Buy
Sep 15, 2024
Microsoft
6.66%
▼ 1.93%
2
Buy
Sep 15, 2024
Alibaba
0.66%
▲ 6.30%
2
Buy
Sep 15, 2024
Invesco NASDAQ 100 ETF
3.32%
▲ 11.48%
2
Buy
Sep 15, 2024
Invesco QQQ Trust
8.08%
▲ 11.50%
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
12.16%
▲ 145.36%
2
Buy
Sep 12, 2022
Lazard
2.3%
▲ 66.86%
2
Buy
Sep 12, 2022
Lyft
▼ 63.45%
2
Close
Sep 12, 2022