New Portfolio - New Portfolio

Allan Avery

New Portfolio
Individual Investor
Ranked #148,781 out of 757,311 TipRanks' Investors
Success Rate
62%
36 out of 58
profitable transactions
Average Return
12.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.12%
6-Month Return▲ 2.59%
12-Month Return▲ 29.88%
YTD Return▲ 14.00%
Total Return▲ 16.85%

Best Trade

Opened at
Closed at
Gain▲ 119.41%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.95%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.39%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.78%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.57%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.92%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.71%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.12%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.95%
▲ 5.05%▲ 3.27%▲ 4.39%
▼ 12.40%▼ 4.03%▼ 5.81%
▲ 11.46%▲ 5.06%▲ 2.78%
▼ 2.25%▲ 3.53%▲ 0.57%
▲ 25.76%▲ 1.21%▲ 5.92%
▼ 4.21%▲ 2.34%▼ 0.71%
▲ 2.65%▼ 0.40%▼ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Equitable Group
3.85%
▲ 6.94%
1
Open
Aug 06, 2024
Markel
3.85%
▼ 0.08%
1
Open
Jul 25, 2024
North American Construction Group
3.85%
▼ 7.49%
1
Open
Jul 16, 2024
Boyd Group Services
3.85%
▼ 21.54%
1
Open
Jul 16, 2024
Vitalhub
3.85%
▲ 26.31%
1
Open
Jul 16, 2024
TerraVest
3.85%
▲ 32.91%
1
Open
Jul 16, 2024
Intel
▼ 22.14%
2
Close
Jul 13, 2024
Citigroup
▲ 51.25%
2
Close
Jul 13, 2024
Chipotle
▲ 119.41%
2
Close
Jul 13, 2024
Schwab US Dividend Equity ETF
▲ 19.27%
2
Close
Jul 13, 2024
CTO Realty Growth
▲ 15.07%
2
Close
Jul 13, 2024
Howard Hughes Holdings
3.85%
▲ 20.16%
1
Open
May 11, 2024
S&P Global
3.85%
▲ 25.53%
1
Open
Apr 25, 2024
Netflix
3.85%
▲ 24.40%
1
Open
Apr 19, 2024
Salesforce
3.85%
▼ 16.13%
1
Open
Apr 05, 2024
Apple
▲ 32.58%
2
Close
Mar 08, 2024
Dropbox
▲ 3.15%
2
Close
Feb 22, 2024
Warner Bros
▼ 51.30%
2
Close
Jan 20, 2024
Adobe
▲ 60.32%
2
Close
Jan 20, 2024
HP
▼ 3.38%
2
Close
Jan 20, 2024