New Portfolio Apr 2022 - New Portfolio

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New Portfolio Apr 2022
Individual Investor
Ranked #151,489 out of 757,311 TipRanks' Investors
Success Rate
68%
17 out of 25
profitable transactions
Average Return
18.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.34%
6-Month Return▲ 19.21%
12-Month Return▲ 47.62%
YTD Return▲ 33.29%
Total Return▲ 47.49%

Best Trade

Opened at
Closed at-
Gain▲ 166.71%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.40%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.58%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 13.48%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 6.26%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 2.44%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.40%
▲ 5.05%▲ 3.27%▲ 3.01%
▼ 12.40%▼ 4.03%▲ 2.36%
▲ 11.46%▲ 5.06%▲ 11.95%
▼ 2.25%▲ 3.53%▼ 0.58%
▲ 25.76%▲ 1.21%▲ 13.48%
▼ 4.21%▲ 2.34%▼ 6.26%
▲ 2.65%▼ 0.40%▼ 2.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Travelers Companies
0%
▲ 42.18%
2
Sell
May 09, 2024
Marathon Digital Holdings
0%
▼ 1.98%
2
Sell
May 09, 2024
Starbucks
8.49%
▲ 28.75%
1
Open
May 09, 2024
Ethereum
4.21%
▼ 21.35%
1
Open
Apr 20, 2024
Apple
0%
▲ 33.81%
2
Sell
Apr 19, 2024
Caterpillar
3.27%
▲ 58.97%
2
Sell
Apr 19, 2024
Vanguard S&P 500 ETF
2.3%
▲ 30.39%
2
Sell
Apr 19, 2024
Riot Platforms
7.11%
▼ 25.13%
2
Buy
Apr 19, 2024
Cleanspark
5.77%
▼ 48.60%
1
Open
Apr 19, 2024
Microsoft
11.53%
▲ 53.72%
2
Sell
Jan 24, 2024
Coca-Cola
3.09%
▲ 28.57%
2
Buy
Oct 09, 2023
Procter & Gamble
1.5%
▲ 13.18%
1
Open
Apr 20, 2022
Reliance Steel
7.52%
▲ 43.73%
1
Open
Apr 20, 2022
Target
3.43%
▼ 33.89%
1
Open
Apr 20, 2022
UnitedHealth
12.63%
▲ 9.44%
1
Open
Apr 20, 2022
Tyson Foods
3.24%
▼ 31.94%
1
Open
Apr 20, 2022
Coca Cola Femsa SAB De CV
1.61%
▲ 76.07%
1
Open
Apr 20, 2022
Nomad Foods
0.87%
▼ 4.59%
1
Open
Apr 20, 2022
West Fraser Timber Co
6.27%
▲ 7.95%
1
Open
Apr 20, 2022
DR Horton
3.45%
▲ 166.71%
1
Open
Apr 20, 2022