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Kristen Portfolio - New Portfolio

Kristen

Kristen Portfolio
Individual Investor
Ranked #192,885 out of 734,751 TipRanks' Investors
Success Rate
59%
173 out of 294
profitable transactions
Average Return
2.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.43%
6-Month Return▲ 13.88%
12-Month Return▲ 17.10%
YTD Return▲ 4.59%
Total Return▼ 19.92%

Best Trade

Opened at
Closed at
Gain▲ 86.57%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 8.47%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.61%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.01%
Apr 2024
▲ 12.37%
▲ 5.54%
▲ 3.04%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 8.47%
▲ 9.22%▲ 9.13%▲ 8.53%
▲ 5.14%▲ 4.57%▲ 6.61%
▼ 1.87%▲ 1.59%▼ 1.70%
▲ 14.08%▲ 5.22%▲ 2.98%
▲ 5.05%▲ 3.27%▲ 4.45%
▼ 12.40%▼ 4.03%▼ 4.01%
▲ 12.37%▲ 5.54%▲ 3.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Medtronic
10.92%
▲ 5.50%
6
Buy
Apr 25, 2024
Palantir Technologies
2.11%
▲ 4.23%
8
Buy
Apr 22, 2024
United Parcel
11.19%
▲ 4.52%
4
Buy
Apr 18, 2024
Nike
17.9%
▼ 8.46%
10
Buy
Apr 02, 2024
Capital Southwest
0.11%
▲ 13.88%
9
Open
Mar 07, 2024
Mesabi Shs
▼ 6.43%
6
Close
Mar 06, 2024
PepsiCo
10.93%
▲ 10.63%
3
Buy
Mar 04, 2024
Home Depot
5.13%
▲ 18.12%
14
Sell
Feb 28, 2024
Apple
▲ 27.92%
9
Close
Feb 16, 2024
SPDR S&P 500 ETF Trust
▲ 28.83%
17
Close
Feb 16, 2024
Dollar Tree
▲ 31.75%
3
Close
Feb 16, 2024
General Motors
▼ 12.67%
18
Close
Feb 15, 2024
Amazon
▲ 64.85%
15
Close
Feb 15, 2024
Alphabet Class C
▲ 35.99%
16
Close
Feb 15, 2024
Tesla
▼ 3.38%
10
Close
Feb 15, 2024
Conocophillips
12.68%
▲ 7.54%
7
Buy
Jan 16, 2024
BioNano Genomics
▼ 92.30%
8
Close
Dec 22, 2023
ChargePoint Holdings
▼ 29.03%
9
Close
Dec 22, 2023
Schwab US Dividend Equity ETF
13.3%
▲ 17.28%
17
Buy
Oct 27, 2023
iShares U.S. Infrastructure ETF
3.34%
▲ 18.82%
6
Buy
Oct 20, 2023