tiprankstipranks

New Portfolio - New Portfolio

JWade

New Portfolio
Individual Investor
Ranked #135,610 out of 735,051 TipRanks' Investors
Success Rate
57%
113 out of 197
profitable transactions
Average Return
11.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.69%
6-Month Return▲ 15.91%
12-Month Return▲ 29.19%
YTD Return▲ 11.79%
Total Return▲ 53.82%

Best Trade

Opened at
Closed at-
Gain▲ 377.27%

Bio

This is my investment portfolio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.26%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.06%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.39%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.38%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.61%
Apr 2024
▲ 11.18%
▲ 5.47%
▲ 5.54%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.26%
▲ 9.22%▲ 9.13%▲ 9.06%
▲ 5.14%▲ 4.57%▲ 2.39%
▼ 1.87%▲ 1.59%▲ 0.95%
▲ 14.08%▲ 5.22%▲ 3.38%
▲ 5.05%▲ 3.27%▲ 3.14%
▼ 12.40%▼ 4.03%▼ 1.61%
▲ 11.18%▲ 5.47%▲ 5.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple
34.61%
▲ 20.85%
10
Buy
Feb 25, 2024
Automatic Data Processing
2.59%
▲ 31.28%
13
Buy
Jan 16, 2024
Altria Group
5.16%
▲ 6.47%
12
Buy
Jan 16, 2024
Nvidia
13.54%
▲ 263.13%
5
Buy
Jan 16, 2024
Conocophillips
3.92%
▲ 19.65%
3
Buy
Jan 16, 2024
Microsoft
15.07%
▲ 17.62%
6
Buy
Jan 16, 2024
Tesla
17.15%
▼ 16.38%
5
Buy
Jan 16, 2024
Magellan Midstream
▲ 76.82%
9
Close
Sep 25, 2023
Oneok
1.21%
▲ 14.71%
4
Open
Sep 25, 2023
Devon Energy
▼ 5.04%
3
Close
Dec 07, 2022
Walt Disney
▼ 12.93%
2
Close
Dec 07, 2022
Rio Tinto
▲ 12.92%
2
Close
May 21, 2022
Phillips 66
6.35%
▲ 78.23%
2
Buy
May 21, 2022
Alphabet Class A
▼ 0.34%
7
Close
May 06, 2022
Advance Auto Parts
▼ 2.56%
2
Close
May 06, 2022
Amazon
▼ 22.61%
2
Close
May 06, 2022
The Hershey Company
▼ 1.20%
2
Close
May 06, 2022
International Business Machines
▼ 1.56%
2
Close
May 06, 2022
PepsiCo
▼ 2.53%
2
Close
May 06, 2022
Philip Morris
▼ 5.82%
2
Close
May 06, 2022