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****0826 - New Portfolio

DJ ThomasB

****0826
Individual Investor
Ranked #29,744 out of 736,444 TipRanks' Investors
Success Rate
74%
75 out of 102
profitable transactions
Average Return
15.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.63%
6-Month Return▲ 17.69%
12-Month Return▲ 43.43%
YTD Return▲ 9.18%
Total Return▲ 68.66%

Best Trade

Opened at
Closed at-
Gain▲ 89.19%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.04%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.72%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.52%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.50%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.85%
Apr 2024
▲ 6.81%
▲ 4.78%
▲ 5.98%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.04%
▲ 9.22%▲ 9.13%▲ 9.72%
▲ 5.14%▲ 4.57%▲ 6.84%
▼ 1.87%▲ 1.59%▼ 0.52%
▲ 14.08%▲ 5.22%▲ 2.99%
▲ 5.05%▲ 3.27%▲ 3.50%
▼ 12.40%▼ 4.03%▼ 2.85%
▲ 6.81%▲ 4.78%▲ 5.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
4.09%
▲ 19.67%
5
Buy
May 16, 2024
MFA Financial
▲ 5.17%
5
Sell
May 14, 2024
Procore Technologies
1.37%
▲ 27.78%
3
Buy
May 14, 2024
AT&T
1.9%
▲ 16.06%
5
Buy
May 14, 2024
Target
2.17%
▲ 14.20%
5
Buy
May 14, 2024
DHT Holdings
4.83%
▲ 39.75%
4
Buy
May 14, 2024
WisdomTree Emerging Markets High Dividend Fund
5.6%
▲ 15.58%
8
Buy
May 14, 2024
Marvell
5.26%
▲ 73.37%
5
Buy
May 14, 2024
Amazon
7.4%
▲ 40.67%
8
Buy
May 14, 2024
Apple
6.44%
▲ 9.31%
9
Buy
May 14, 2024
Photronics
▼ 10.71%
4
Sell
May 14, 2024
iShares Gold Trust
1.58%
▲ 14.14%
9
Buy
May 14, 2024
VanEck Semiconductor ETF
2.61%
▲ 34.89%
2
Buy
May 14, 2024
Ocular Therapeutix
▼ 24.80%
2
Sell
May 14, 2024
United Parcel
0.01%
▼ 10.13%
1
Buy
May 14, 2024
iShares Treasury Floating Rate Bond ETF
0.01%
▲ 0.14%
1
Buy
May 14, 2024
iShares Core S&P 500 ETF
0.01%
▲ 3.28%
1
Buy
May 14, 2024
Oracle
0.01%
▲ 9.46%
1
Buy
May 14, 2024
Nvidia
0.01%
▲ 20.67%
1
Buy
May 14, 2024
BAE Systems plc ADR
0.07%
▲ 0.27%
1
Buy
May 14, 2024