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New Portfolio - New Portfolio

Allan Avery

New Portfolio
Individual Investor
Ranked #113,962 out of 804,384 TipRanks' Investors
Success Rate
65%
43 out of 66
profitable transactions
Average Return
21.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.18%
6-Month Return▲ 9.27%
12-Month Return▲ 33.37%
YTD Return▲ 10.37%
Total Return▲ 47.51%

Best Trade

Opened at
Closed at-
Gain▲ 215.54%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 12.51%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.61%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.66%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 3.33%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.51%
May 2025
▲ 4.39%
▲ 1.37%
▲ 0.15%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 12.51%
▲ 5.10%▼ 2.41%▼ 2.61%
▲ 6.03%▲ 2.69%▲ 8.35%
▼ 12.86%▼ 1.27%▼ 2.94%
▼ 1.80%▼ 5.57%▼ 5.66%
▲ 1.83%▼ 0.87%▲ 3.33%
▲ 12.21%▲ 6.28%▲ 7.51%
▲ 4.39%▲ 1.37%▲ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vitec Software Group AB Class B
3.03%
▼ 1.25%
1
Open
Jun 16, 2025
Versamet Royalties Corp.
3.03%
▼ 0.95%
1
Open
Jun 10, 2025
Vitec Software Group AB Class B
3.03%
▲ 0.57%
1
Open
Jun 06, 2025
North American Construction Group
3.03%
▲ 28.72%
1
Open
Apr 10, 2025
Uber Technologies
3.03%
▲ 16.62%
1
Open
Mar 18, 2025
goeasy
3.03%
▲ 3.05%
1
Open
Mar 07, 2025
Alibaba
▲ 16.61%
2
Close
Jan 29, 2025
Hims & Hers Health
3.03%
▲ 133.00%
1
Open
Jan 14, 2025
ASML Holding
3.03%
▲ 5.88%
1
Open
Dec 16, 2024
Equitable Group
3.03%
▲ 2.15%
1
Open
Aug 06, 2024
Markel
3.03%
▲ 24.19%
1
Open
Jul 25, 2024
North American Construction Group
3.03%
▼ 10.14%
1
Open
Jul 16, 2024
Boyd Group Services
3.03%
▼ 21.57%
1
Open
Jul 16, 2024
Vitalhub
3.03%
▲ 56.29%
1
Open
Jul 16, 2024
TerraVest
3.03%
▲ 131.84%
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
▲ 19.26%
2
Close
Jul 13, 2024
CTO Realty Growth
▲ 15.07%
2
Close
Jul 13, 2024