New Portfolio - New Portfolio

JONATHAN KEEFE

New Portfolio
Individual Investor
Ranked #285,890 out of 757,311 TipRanks' Investors
Success Rate
52%
22 out of 42
profitable transactions
Average Return
9.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.16%
6-Month Return▲ 12.53%
12-Month Return▲ 61.73%
YTD Return▲ 29.78%
Total Return▲ 16.84%

Best Trade

Opened at
Closed at-
Gain▲ 186.35%

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

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 10.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.60%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 2.07%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 10.98%
▲ 5.05%▲ 3.27%▲ 10.08%
▼ 12.40%▼ 4.03%▼ 5.95%
▲ 11.46%▲ 5.06%▲ 6.86%
▼ 2.25%▲ 3.53%▲ 2.59%
▲ 25.76%▲ 1.21%▲ 3.22%
▼ 4.21%▲ 2.34%▲ 1.60%
▲ 1.03%▼ 0.11%▼ 2.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alkami Technology
0.56%
▼ 0.45%
2
Buy
Sep 15, 2024
Eaton
5.74%
▲ 94.50%
2
Buy
Sep 15, 2024
RTX
4.14%
▲ 41.03%
2
Buy
Sep 15, 2024
Ayr Wellness
0.03%
▼ 31.27%
4
Buy
Sep 15, 2024
AbbVie
3.38%
▲ 57.92%
2
Buy
Sep 15, 2024
Mustang Bio
▼ 46.60%
5
Close
Sep 15, 2024
Brookfield Infrastructure
0.58%
▲ 6.44%
2
Buy
Sep 15, 2024
Texas Instruments
3.62%
▲ 19.50%
2
Buy
Sep 15, 2024
Taiwan Semiconductor Manufacturing
3.07%
▲ 32.52%
2
Buy
Sep 15, 2024
Palo Alto Networks
5.82%
▲ 3.63%
2
Buy
Sep 15, 2024
CrowdStrike Holdings
4.84%
▼ 6.86%
2
Buy
Sep 15, 2024
Microsoft
15.3%
▲ 2.12%
2
Buy
Sep 15, 2024
Alibaba
1.54%
▲ 4.86%
2
Buy
Sep 15, 2024
Invesco NASDAQ 100 ETF
6.94%
▲ 3.89%
2
Buy
Sep 15, 2024
Invesco QQQ Trust
16.86%
▲ 3.95%
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
14.67%
▲ 35.17%
2
Buy
Sep 12, 2022
Lazard
4.42%
▲ 44.12%
2
Buy
Sep 12, 2022
Lyft
▼ 63.45%
2
Close
Sep 12, 2022