tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

Allan Avery

New Portfolio
Individual Investor
Ranked #108,145 out of 801,238 TipRanks' Investors
Success Rate
65%
41 out of 63
profitable transactions
Average Return
23.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.54%
6-Month Return▲ 7.85%
12-Month Return▲ 34.44%
YTD Return▲ 10.68%
Total Return▲ 48.00%

Best Trade

Opened at
Closed at-
Gain▲ 259.01%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 2.68%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 12.51%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 2.55%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 8.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.66%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 3.45%
Apr 2025
▲ 12.25%
▲ 6.60%
▲ 7.87%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 2.68%
▲ 25.97%▲ 5.96%▲ 12.51%
▲ 5.42%▼ 2.41%▼ 2.55%
▲ 6.01%▲ 2.69%▲ 8.31%
▼ 12.86%▼ 1.27%▼ 2.94%
▼ 1.80%▼ 5.57%▼ 5.66%
▲ 1.76%▼ 0.87%▲ 3.45%
▲ 12.25%▲ 6.60%▲ 7.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
North American Construction Group
3.33%
▲ 24.87%
1
Open
Apr 10, 2025
Uber Technologies
3.33%
▲ 24.39%
1
Open
Mar 18, 2025
goeasy
3.33%
▼ 3.88%
1
Open
Mar 07, 2025
Alibaba
▲ 16.61%
2
Close
Jan 29, 2025
Hims & Hers Health
3.33%
▲ 103.59%
1
Open
Jan 14, 2025
ASML Holding
3.33%
▲ 5.21%
1
Open
Dec 16, 2024
Equitable Group
3.33%
▲ 5.80%
1
Open
Aug 06, 2024
Markel
3.33%
▲ 21.49%
1
Open
Jul 25, 2024
North American Construction Group
3.33%
▼ 11.56%
1
Open
Jul 16, 2024
Boyd Group Services
3.33%
▼ 21.06%
1
Open
Jul 16, 2024
Vitalhub
3.33%
▲ 46.82%
1
Open
Jul 16, 2024
TerraVest
3.33%
▲ 117.14%
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
Howard Hughes Holdings
3.33%
▲ 7.96%
1
Open
May 11, 2024
S&P Global
3.33%
▲ 25.29%
1
Open
Apr 25, 2024
Netflix
3.33%
▲ 118.29%
1
Open
Apr 19, 2024