tiprankstipranks

New Portfolio Sep 2023 - New Portfolio

Luke Dove

New Portfolio Sep 2023
Individual Investor
Ranked #96,408 out of 736,049 TipRanks' Investors
Success Rate
92%
12 out of 13
profitable transactions
Average Return
16.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.79%
6-Month Return▲ 20.48%
12-Month Return-
YTD Return▲ 15.34%
Total Return▲ 33.02%

Best Trade

Opened at
Closed at
Gain▲ 38.15%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 0.65%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.02%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.51%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.46%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.71%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.55%
Apr 2024
▲ 9.75%
▲ 5.55%
▲ 2.63%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 0.65%
▲ 9.22%▲ 9.13%▲ 10.02%
▲ 5.14%▲ 4.57%▲ 4.41%
▼ 1.87%▲ 1.59%▲ 5.51%
▲ 14.08%▲ 5.22%▲ 5.46%
▲ 5.05%▲ 3.27%▲ 4.71%
▼ 12.40%▼ 4.03%▼ 3.55%
▲ 9.75%▲ 5.55%▲ 2.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Small-Cap ETF
11.11%
▲ 3.67%
1
Open
Feb 12, 2024
LVMH Moet Hennessy Louis Vuitton SE
11.11%
▲ 13.24%
1
Open
Jan 20, 2024
Tritax Big Box REIT
▼ 0.30%
2
Close
Dec 31, 2023
Greggs plc
11.11%
▲ 11.17%
1
Open
Dec 28, 2023
Under Armour
▲ 38.15%
2
Close
Dec 21, 2023
Berkshire Hathaway B
11.11%
▲ 14.35%
1
Open
Dec 13, 2023
Amazon
▲ 12.99%
2
Close
Nov 19, 2023
Cameco
▲ 5.26%
2
Close
Nov 05, 2023
Coca-Cola
11.11%
▲ 12.36%
1
Open
Nov 05, 2023
Schwab US Dividend Equity ETF
11.11%
▲ 15.30%
1
Open
Nov 05, 2023
Walt Disney
11.11%
▲ 24.93%
1
Open
Sep 21, 2023
SPDR S&P 500 ETF Trust
11.11%
▲ 23.70%
1
Open
Sep 21, 2023
Alphabet Class A
11.11%
▲ 35.22%
1
Open
Sep 21, 2023