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Investor_K PF - New Portfolio

Investor_K

Investor_K PF
Individual Investor
Ranked #72,893 out of 733,704 TipRanks' Investors
Success Rate
63%
158 out of 251
profitable transactions
Average Return
12.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return▲ 13.23%
12-Month Return▲ 18.36%
YTD Return▲ 3.85%
Total Return▲ 27.91%

Best Trade

Opened at
Closed at-
Gain▲ 149.89%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.89%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.77%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.26%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.49%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.51%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.40%
Apr 2024
▲ 2.88%
▲ 3.76%
▲ 2.58%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.89%
▲ 9.22%▲ 9.13%▲ 8.77%
▲ 5.14%▲ 4.57%▲ 4.26%
▼ 1.87%▲ 1.59%▼ 0.49%
▲ 14.08%▲ 5.22%▲ 1.68%
▲ 5.05%▲ 3.27%▲ 2.51%
▼ 12.40%▼ 4.03%▼ 2.40%
▲ 2.88%▲ 3.76%▲ 2.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Petroleo Brasileiro SA- Petrobras
1.89%
▲ 103.86%
15
Buy
May 01, 2024
Vanguard Extended Duration Treasury ETF
23.9%
▼ 5.99%
28
Buy
Apr 11, 2024
Apple
3.04%
▲ 8.22%
6
Sell
Mar 06, 2024
Microsoft
3.07%
▲ 68.23%
4
Sell
Mar 06, 2024
International Business Machines
2.32%
▲ 34.18%
9
Sell
Mar 06, 2024
Nvidia
2.49%
▲ 44.12%
2
Buy
Mar 06, 2024
Eli Lilly & Co
2.81%
▲ 19.20%
3
Buy
Mar 06, 2024
BHP Group
5.28%
▲ 7.96%
10
Buy
Mar 05, 2024
Rio Tinto
5.29%
▲ 21.43%
8
Buy
Mar 05, 2024
British American Tobacco
▼ 4.61%
12
Close
Feb 17, 2024
iShares MSCI Frontier and Select EM ETF
2.72%
▲ 11.74%
7
Buy
Feb 13, 2024
Grab
0.03%
▲ 6.06%
1
Open
Feb 07, 2024
Shell
2.67%
▲ 33.69%
6
Buy
Feb 06, 2024
Star Bulk Carriers
▲ 18.03%
10
Close
Jan 24, 2024
Oracle
▲ 26.38%
8
Close
Dec 28, 2023
Devon Energy
3.24%
▼ 2.46%
9
Buy
Dec 07, 2023
Pioneer Natural
▲ 17.22%
9
Close
Oct 25, 2023
AT&T
▼ 9.80%
9
Close
Oct 23, 2023
Verizon
▼ 14.98%
7
Close
Oct 23, 2023
Bank Of Nova Scotia
▼ 8.48%
8
Close
Oct 18, 2023