stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #36,849 out of 757,311 TipRanks' Investors
Success Rate
75%
268 out of 358
profitable transactions
Average Return
11.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.93%
6-Month Return▲ 24.02%
12-Month Return▲ 52.26%
YTD Return▲ 42.65%
Total Return▲ 58.77%

Best Trade

Opened at
Closed at-
Gain▲ 82.23%

Bio

Looking out for robust finance, tech, and pharma dividend stocks.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.91%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 20.36%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.82%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 2.55%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.05%
▲ 5.05%▲ 3.27%▲ 5.76%
▼ 12.40%▼ 4.03%▼ 8.52%
▲ 11.46%▲ 5.06%▲ 11.08%
▼ 2.25%▲ 3.53%▼ 4.91%
▲ 25.76%▲ 1.21%▲ 20.36%
▼ 4.21%▲ 2.34%▲ 3.82%
▲ 1.03%▼ 0.11%▲ 2.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global Payments
▲ 1.25%
2
Close
Sep 13, 2024
Citigroup
▲ 1.38%
2
Close
Aug 30, 2024
VanEck Semiconductor UCITS ETF Accum A USD
3.63%
▲ 3.69%
10
Buy
Aug 29, 2024
Microsoft
▼ 0.02%
4
Close
Aug 29, 2024
Dynex Capital
▲ 4.73%
3
Close
Aug 28, 2024
Opera
▲ 4.45%
7
Close
Aug 22, 2024
Global X Clean Water ETF
0.64%
▲ 7.42%
10
Buy
Aug 09, 2024
SPDR S&P 500 ETF Trust
1.48%
▲ 5.38%
3
Sell
Aug 05, 2024
FS KKR Capital
8.85%
▲ 9.65%
6
Buy
Aug 02, 2024
AGNC Investment
▲ 10.23%
2
Close
Aug 02, 2024
Glencore
▲ 0.02%
9
Close
Jul 25, 2024
Vale SA
2.23%
▲ 1.45%
1
Open
Jul 25, 2024
AT&T
4.44%
▲ 33.73%
10
Buy
Jul 24, 2024
United Parcel
▼ 2.53%
3
Close
Jul 24, 2024
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
3.96%
▲ 10.17%
7
Buy
Jul 20, 2024
CVS Health
2.27%
▼ 10.01%
10
Buy
Jul 20, 2024
iShares Global Energy ETF
3.28%
▼ 4.71%
3
Buy
Jul 20, 2024
Intesa Sanpaolo SpA
▲ 49.57%
8
Close
Jul 19, 2024
Realty Income
4.89%
▲ 17.24%
4
Buy
Jul 17, 2024
Prologis
▼ 5.32%
4
Close
Jul 17, 2024