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DGI Portfolio - New Portfolio

Jazz Paw

DGI Portfolio
Individual Investor
Ranked #24,665 out of 769,291 TipRanks' Investors
Success Rate
82%
22 out of 27
profitable transactions
Average Return
109.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.11%
6-Month Return▲ 7.80%
12-Month Return▲ 14.49%
YTD Return▲ 4.35%
Total Return▲ 142.79%

Best Trade

Opened at
Closed at-
Gain▲ 439.78%

Bio

Individual investor. I both invest my own money and create model portfolios.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 7.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.25%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.19%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.58%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.03%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.08%
▲ 11.46%▲ 5.06%▼ 1.00%
▼ 2.25%▲ 3.53%▼ 2.25%
▲ 25.72%▲ 1.21%▲ 5.43%
▼ 4.22%▲ 2.34%▲ 1.96%
▲ 7.82%▲ 2.10%▲ 4.19%
▲ 5.70%▼ 0.89%▼ 5.58%
▲ 37.60%▲ 4.40%▲ 4.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The Estée Lauder Companies
1.48%
▼ 56.83%
3
Buy
Oct 03, 2024
Church & Dwight
▲ 116.13%
2
Close
May 18, 2023
FedEx
▲ 31.75%
2
Close
May 18, 2023
Eaton
▲ 160.52%
2
Close
May 18, 2023
Pool
3.1%
▼ 3.70%
2
Buy
May 18, 2023
McCormick & Company
▲ 80.99%
2
Close
May 18, 2023
CVS Health
3.68%
▼ 12.72%
1
Open
May 18, 2023
Walker & Dunlop
5.73%
▲ 51.33%
1
Open
May 18, 2023
Honeywell International
2.9%
▲ 84.17%
2
Sell
Dec 13, 2018
Genuine Parts Company
▲ 5.32%
2
Close
Oct 17, 2018
Costco
10.19%
▲ 439.78%
1
Open
May 15, 2018
Illinois Tool Works
4.63%
▲ 116.44%
1
Open
May 15, 2018
Apple
11.66%
▲ 416.92%
1
Open
May 15, 2018
Union Pacific
4.1%
▲ 96.26%
1
Open
May 15, 2018
Factset Research
5.15%
▲ 162.93%
1
Open
May 15, 2018
Automatic Data Processing
6.45%
▲ 174.76%
1
Open
May 15, 2018
Accenture
5.31%
▲ 156.68%
1
Open
May 15, 2018
JPMorgan Chase & Co.
5.25%
▲ 161.25%
1
Open
May 15, 2018
Walt Disney
2.44%
▲ 14.99%
1
Open
May 15, 2018
Home Depot
5.33%
▲ 155.92%
1
Open
May 15, 2018