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New Portfolio - New Portfolio

AJP

New Portfolio
Individual Investor
Ranked #87,483 out of 735,272 TipRanks' Investors
Success Rate
84%
16 out of 19
profitable transactions
Average Return
19.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.92%
6-Month Return▲ 23.30%
12-Month Return-
YTD Return▲ 17.14%
Total Return▲ 27.05%

Best Trade

Opened at
Closed at-
Gain▲ 44.80%

Bio

Large and Mega Cap stocks with low P/E ratios and With STRONG BUY Analyst recommendations.

Performance

21.17%0-21.17%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 2.55%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.37%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.88%
Apr 2024
▲ 21.17%
▲ 5.59%
▲ 6.45%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%▲ 2.55%
▲ 5.14%▲ 4.57%▲ 5.76%
▼ 1.87%▲ 1.59%▲ 3.37%
▲ 14.08%▲ 5.22%▲ 8.00%
▲ 5.05%▲ 3.27%▲ 2.54%
▼ 12.40%▼ 4.03%▼ 3.88%
▲ 21.17%▲ 5.59%▲ 6.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BorgWarner
8.28%
▲ 3.22%
1
Open
Dec 31, 2023
Delta Air Lines
11.86%
▲ 32.28%
1
Open
Dec 31, 2023
Apple
2.91%
▲ 1.01%
2
Buy
Dec 12, 2023
Alphabet Class C
▼ 0.39%
3
Close
Dec 12, 2023
AbbVie
2.47%
▲ 15.19%
2
Buy
Dec 12, 2023
Meta Platforms
7.03%
▲ 43.43%
2
Buy
Dec 11, 2023
Amazon
13.86%
▲ 27.26%
2
Buy
Dec 11, 2023
American Express
18.39%
▲ 44.80%
2
Buy
Dec 11, 2023
Invesco QQQ Trust
6.9%
▲ 15.46%
1
Open
Dec 11, 2023
Microsoft
12.98%
▲ 14.97%
1
Open
Dec 11, 2023
JPMorgan Chase & Co.
9.06%
▲ 24.41%
1
Open
Dec 11, 2023
Visa
6.26%
▲ 8.99%
1
Open
Dec 11, 2023
Tesla
▲ 7.17%
2
Close
Dec 10, 2023