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New Portfolio Apr 2022 - New Portfolio

PerformancePortfolio Details

A1

New Portfolio Apr 2022
Individual Investor
Ranked #228,950 out of 788,370 TipRanks' Investors
Success Rate
65%
17 out of 26
profitable transactions
Average Return
16.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.32%
6-Month Return▼ 2.75%
12-Month Return▼ 1.01%
YTD Return▼ 12.97%
Total Return▲ 19.84%

Best Trade

AssetCoca Cola F... (KOF)
Opened at
Closed at-
Gain▲ 74.20%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.91%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 13.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.18%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 8.11%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 20.06%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 13.24%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 1.43%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 11.70%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.91%
▼ 13.14%▲ 2.34%▼ 13.78%
▲ 2.93%▲ 2.10%▼ 0.18%
▲ 9.99%▼ 0.89%▲ 8.11%
▲ 26.03%▲ 5.96%▲ 20.06%
▲ 5.97%▼ 2.41%▼ 13.24%
▲ 5.25%▲ 2.69%▼ 1.43%
▼ 9.08%▲ 1.42%▼ 11.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSFT
Microsoft
9.21%
▲ 46.24%
3
Sell
Dec 31, 2024
DHR
Danaher
1.9%
▼ 14.41%
2
Sell
Dec 31, 2024
RIOT
Riot Platforms
7.79%
▲ 9.22%
3
Sell
Dec 31, 2024
SBUX
Starbucks
5.04%
▲ 51.42%
2
Sell
Dec 31, 2024
MSTR
Strategy
13.53%
▲ 3.48%
1
Open
Dec 31, 2024
TRV
Travelers Companies
0%
▲ 42.94%
2
Sell
May 09, 2024
MARA
Marathon Digital Holdings
0%
▼ 6.33%
2
Sell
May 09, 2024
ETH-USD
Ethereum
4.75%
▼ 16.73%
1
Open
Apr 20, 2024
AAPL
Apple
0%
▲ 49.21%
2
Sell
Apr 19, 2024
CAT
Caterpillar
3.07%
▲ 52.76%
2
Sell
Apr 19, 2024
VOO
Vanguard S&P 500 ETF
2.49%
▲ 40.83%
2
Sell
Apr 19, 2024
CLSK
Cleanspark
6.1%
▼ 46.22%
1
Open
Apr 19, 2024
KO
Coca-Cola
3.22%
▲ 27.86%
2
Buy
Oct 09, 2023
PG
Procter & Gamble
1.54%
▲ 12.11%
1
Open
Apr 20, 2022
RS
Reliance Steel
8.15%
▲ 56.70%
1
Open
Apr 20, 2022
TGT
Target
2.8%
▼ 45.67%
1
Open
Apr 20, 2022
UNH
UnitedHealth
10.53%
▼ 11.07%
1
Open
Apr 20, 2022
TSN
Tyson Foods
3.27%
▼ 33.44%
1
Open
Apr 20, 2022
KOF
Coca Cola Femsa SAB De CV
1.6%
▲ 74.20%
1
Open
Apr 20, 2022
NOMD
Nomad Foods
0.85%
▼ 6.00%
1
Open
Apr 20, 2022