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The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #84,808 out of 733,923 TipRanks' Investors
Success Rate
64%
261 out of 406
profitable transactions
Average Return
7.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.02%
6-Month Return▲ 30.87%
12-Month Return▲ 54.60%
YTD Return▲ 12.86%
Total Return▲ 96.37%

Best Trade

Opened at
Closed at
Gain▲ 257.18%

Bio

Long Equity Portfolio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 0.39%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.08%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.99%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.00%
Apr 2024
▲ 0.40%
▲ 3.76%
▲ 3.70%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 0.39%
▲ 9.22%▲ 9.13%▲ 13.08%
▲ 5.14%▲ 4.57%▲ 8.99%
▼ 1.87%▲ 1.59%▼ 0.64%
▲ 14.08%▲ 5.22%▲ 11.11%
▲ 5.05%▲ 3.27%▲ 3.77%
▼ 12.40%▼ 4.03%▼ 5.00%
▲ 0.40%▲ 3.76%▲ 3.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Intel
5.08%
▲ 17.45%
11
Buy
May 10, 2024
Ulta Beauty
14.28%
▼ 4.61%
2
Buy
May 10, 2024
Starbucks
3.11%
▲ 4.20%
1
Open
May 03, 2024
Shake Shack
3.41%
▲ 9.22%
13
Sell
Apr 11, 2024
Berkshire Hathaway B
13.42%
▲ 28.91%
12
Sell
Mar 21, 2024
Costco
12.74%
▲ 52.43%
2
Sell
Mar 21, 2024
Oracle
▲ 13.09%
2
Close
Mar 12, 2024
Alphabet Class A
7.65%
▲ 18.46%
5
Buy
Mar 02, 2024
Discover Financial Services
▼ 2.96%
2
Close
Feb 22, 2024
Canadian Pacific Kansas City
▲ 9.69%
2
Close
Feb 15, 2024
First Citizens BancShares
▲ 3.26%
2
Close
Feb 08, 2024
BlackRock
▲ 15.97%
3
Close
Feb 01, 2024
Visa
5.2%
▲ 6.21%
4
Open
Jan 29, 2024
Citigroup
5.24%
▲ 0.56%
9
Open
Jan 26, 2024
American Express
▼ 4.55%
4
Close
Jan 20, 2024
Boston Beer
▲ 4.13%
2
Close
Jan 20, 2024
Caterpillar
2.94%
▲ 24.01%
1
Open
Jan 20, 2024
PayPal Holdings
5.32%
▲ 5.96%
3
Open
Jan 15, 2024
The Estée Lauder Companies
▲ 18.00%
2
Close
Jan 02, 2024
iShares MSCI Emerging Markets ETF
▲ 3.19%
2
Close
Jan 02, 2024