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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #42,898 out of 770,014 TipRanks' Investors
Success Rate
76%
288 out of 377
profitable transactions
Average Return
12.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.67%
6-Month Return▲ 29.51%
12-Month Return▲ 57.87%
YTD Return▲ 49.84%
Total Return▲ 66.77%

Best Trade

Opened at
Closed at-
Gain▲ 101.26%

Bio

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

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 8.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.07%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.91%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 20.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.80%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.05%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.19%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 1.27%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.52%
▲ 11.46%▲ 5.06%▲ 11.07%
▼ 2.25%▲ 3.53%▼ 4.91%
▲ 25.72%▲ 1.21%▲ 20.44%
▼ 4.22%▲ 2.34%▲ 3.80%
▲ 7.82%▲ 2.10%▲ 2.05%
▲ 5.70%▼ 0.89%▲ 4.19%
▲ 31.73%▲ 4.73%▲ 1.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock
8.99%
▲ 53.40%
11
Buy
Nov 20, 2024
Truist Financial
▼ 0.15%
2
Close
Nov 20, 2024
Pfizer
▼ 7.69%
9
Close
Nov 15, 2024
Dominion Energy
2.35%
▲ 1.56%
1
Open
Nov 15, 2024
AbbVie
1.57%
▲ 30.41%
13
Sell
Nov 14, 2024
Star Bulk Carriers
▼ 7.68%
4
Close
Nov 13, 2024
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
1.13%
▲ 12.82%
9
Buy
Nov 13, 2024
Global X Clean Water ETF
0.95%
▲ 14.56%
11
Buy
Nov 13, 2024
VanEck Semiconductor UCITS ETF Accum A USD
3.99%
▲ 9.51%
12
Buy
Nov 13, 2024
SPDR S&P 500 ETF Trust
2.48%
▲ 6.92%
5
Buy
Nov 13, 2024
CVS Health
2.44%
▼ 4.74%
12
Buy
Nov 05, 2024
American Tower
1.03%
▲ 2.05%
6
Buy
Nov 05, 2024
iShares Global Energy ETF
3.22%
▲ 0.85%
5
Buy
Nov 05, 2024
International Business Machines
5.68%
▲ 86.60%
5
Sell
Oct 25, 2024
Unilever
▼ 1.89%
2
Close
Oct 25, 2024
Hewlett Packard Enterprise
3.33%
▲ 14.13%
1
Open
Oct 25, 2024
KKR & Co
▲ 14.64%
7
Close
Oct 18, 2024
Daimler Truck Holding AG
▲ 15.63%
5
Close
Oct 17, 2024
Sixth Street Specialty Lending
▲ 0.17%
2
Close
Sep 23, 2024
Global Payments
▲ 1.25%
2
Close
Sep 13, 2024