tiprankstipranks

New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #35,818 out of 733,238 TipRanks' Investors
Success Rate
72%
1742 out of 2432
profitable transactions
Average Return
12.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.17%
6-Month Return▲ 12.91%
12-Month Return▲ 11.18%
YTD Return▲ 3.28%
Total Return▲ 18.39%

Best Trade

Opened at
Closed at-
Gain▲ 192.83%

Bio

Attempt for a highly diversified portfolio with solid companies and a lot o dividends

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.76%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.39%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.44%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.02%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.27%
Apr 2024
▲ 5.65%
▲ 3.02%
▲ 1.93%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.76%
▲ 9.22%▲ 9.13%▲ 7.39%
▲ 5.14%▲ 4.57%▲ 4.74%
▼ 1.87%▲ 1.59%▼ 0.44%
▲ 14.08%▲ 5.22%▲ 2.21%
▲ 5.05%▲ 3.27%▲ 4.02%
▼ 12.40%▼ 4.03%▼ 4.27%
▲ 5.65%▲ 3.02%▲ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Deutsche Telekom
1.05%
▲ 0.56%
6
Buy
May 02, 2024
Canoo
0.99%
▼ 21.51%
7
Buy
May 01, 2024
Taysha Gene Therapies
0%
▼ 2.06%
1
Open
Apr 30, 2024
Unicycive Therapeutics
0%
▲ 0.89%
1
Open
Apr 30, 2024
Ameresco
0%
▲ 28.71%
1
Open
Apr 30, 2024
Fresenius SE & Co. KGaA
0.49%
▲ 2.96%
3
Buy
Apr 29, 2024
Eledon Pharmaceuticals
0.2%
▲ 20.79%
1
Open
Apr 22, 2024
Acumen Pharmaceuticals
0.17%
▲ 8.63%
1
Open
Apr 22, 2024
Clearone Communications
0%
▲ 1.38%
1
Open
Apr 17, 2024
Entravision
0%
▼ 3.27%
3
Sell
Apr 08, 2024
Option Care Health
0.31%
▼ 3.96%
2
Buy
Apr 08, 2024
Olema Pharmaceuticals
0.32%
▼ 3.73%
2
Buy
Apr 08, 2024
Mineralys Therapeutics, Inc.
0.35%
▲ 10.48%
1
Open
Apr 08, 2024
Solventum Corporation
0%
▼ 0.87%
1
Open
Apr 08, 2024
Barclays
0%
▲ 9.56%
1
Open
Apr 08, 2024
Teck Resources
0%
▲ 26.16%
4
Sell
Apr 04, 2024
Carolina Bank
0.00%
2
Close
Apr 03, 2024
Golden Heaven Group Holdings Ltd.
0.46%
▼ 42.50%
4
Buy
Apr 03, 2024
Kering SA
0.31%
▼ 9.36%
2
Buy
Apr 02, 2024
AstraZeneca
▲ 1.74%
2
Close
Apr 02, 2024