tiprankstipranks

11-1-2022 - New Portfolio

sat mohinder

11-1-2022
Individual Investor
Ranked #52,779 out of 733,704 TipRanks' Investors
Success Rate
68%
207 out of 303
profitable transactions
Average Return
10.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.08%
6-Month Return▲ 18.84%
12-Month Return▲ 30.61%
YTD Return▲ 11.72%
Total Return▲ 51.69%

Best Trade

Opened at
Closed at-
Gain▲ 360.27%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.63%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.91%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.37%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.23%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.17%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.34%
Apr 2024
▲ 2.88%
▲ 3.76%
▲ 3.99%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.63%
▲ 9.22%▲ 9.13%▲ 6.91%
▲ 5.14%▲ 4.57%▲ 4.32%
▼ 1.87%▲ 1.59%▲ 2.37%
▲ 14.08%▲ 5.22%▲ 5.23%
▲ 5.05%▲ 3.27%▲ 3.17%
▼ 12.40%▼ 4.03%▼ 3.34%
▲ 2.88%▲ 3.76%▲ 3.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Technology Select Sector SPDR Fund
2.19%
▲ 16.11%
6
Sell
May 08, 2024
Vanguard Small-Cap ETF
1.18%
▲ 2.95%
9
Open
May 07, 2024
iShares Core U.S. Aggregate Bond ETF
▼ 0.94%
5
Close
May 07, 2024
SPDR Gold Shares
0.47%
▲ 2.11%
6
Open
May 07, 2024
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
2.77%
▲ 1.99%
7
Buy
May 07, 2024
JPMorgan Chase & Co.
1.06%
▲ 3.66%
1
Open
May 07, 2024
Vanguard S&P 500 ETF
1.02%
▲ 0.70%
1
Open
May 07, 2024
Netflix
▼ 1.39%
2
Close
May 01, 2024
Apple
4.43%
▲ 5.37%
9
Sell
Apr 29, 2024
Financial Select Sector SPDR Fund
2.24%
▲ 9.65%
8
Buy
Apr 29, 2024
Vanguard High Dividend Yield Index ETF
1.95%
▲ 4.28%
4
Buy
Apr 29, 2024
Vanguard S&P 500 Value ETF
3.79%
▲ 20.92%
5
Sell
Apr 29, 2024
Vanguard Dividend Appreciation ETF
2.01%
▲ 14.18%
6
Buy
Apr 29, 2024
Vanguard Information Technology ETF
4.42%
▲ 11.14%
12
Buy
Apr 29, 2024
JPMorgan Equity Premium Income ETF
6.08%
▲ 9.66%
6
Sell
Apr 29, 2024
SPDR Dow Jones Industrial Average ETF Trust
2.14%
▲ 8.89%
7
Buy
Apr 29, 2024
Health Care Select Sector SPDR Fund
1.92%
▲ 8.07%
7
Buy
Apr 29, 2024
Consumer Discretionary Select Sector SPDR Fund
▲ 4.86%
4
Close
Apr 29, 2024
TJX Companies
0.79%
▲ 11.47%
7
Buy
Apr 29, 2024
Alphabet Class A
▲ 42.28%
8
Close
Apr 29, 2024