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New Portfolio - New Portfolio

Jeffrey K

New Portfolio
Individual Investor
Ranked #244,957 out of 736,442 TipRanks' Investors
Success Rate
55%
49 out of 89
profitable transactions
Average Return
2.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.58%
6-Month Return▲ 34.76%
12-Month Return▲ 46.38%
YTD Return▲ 18.41%
Total Return▲ 65.70%

Best Trade

Opened at
Closed at
Gain▲ 75.41%

Bio

Makin' Bank!

Performance

21.09%0-21.09%
▼ 6.45%
▼ 2.17%
▼ 8.82%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.05%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 13.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 8.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 21.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.99%
Apr 2024
▲ 11.22%
▲ 5.47%
▲ 4.86%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 8.82%
▲ 9.22%▲ 9.13%▲ 11.05%
▲ 5.14%▲ 4.57%▲ 13.23%
▼ 1.87%▲ 1.59%▼ 8.02%
▲ 14.08%▲ 5.22%▲ 21.09%
▲ 5.05%▲ 3.27%▲ 5.60%
▼ 12.40%▼ 4.03%▼ 3.99%
▲ 11.22%▲ 5.47%▲ 4.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oppenheimer Holdings
▼ 9.08%
2
Close
Dec 02, 2023
Blackstone Group
▼ 3.24%
2
Close
Dec 02, 2023
Viatris
▼ 21.42%
3
Close
Dec 02, 2023
FLEX LNG
▲ 49.71%
2
Close
Dec 02, 2023
T Rowe Price
▼ 44.12%
2
Close
Dec 02, 2023
Carlyle Group
▲ 42.24%
2
Close
Dec 02, 2023
Blue Owl Capital
46.34%
▲ 47.00%
1
Open
Dec 02, 2023
Nextera Energy Partners
10.41%
▲ 47.36%
1
Open
Dec 02, 2023
Medical Properties
3.9%
▲ 0.06%
1
Open
Dec 02, 2023
ACM Research
3.49%
▲ 35.74%
1
Open
Dec 02, 2023
Schwab US Dividend Equity ETF
18.13%
▲ 8.28%
1
Open
Dec 02, 2023
Invesco S&P 500 GARP ETF
17.73%
▲ 11.26%
1
Open
Dec 02, 2023
Franchise Group
▲ 22.58%
2
Close
Aug 18, 2023
Schwab U.S. Large-Cap Growth ETF
▼ 30.19%
2
Close
Sep 25, 2022
AFLAC
▲ 13.13%
4
Close
Sep 25, 2022
Citigroup
▼ 30.48%
2
Close
Sep 25, 2022
Leggett & Platt
▲ 22.16%
5
Close
Sep 25, 2022
KeyCorp
▼ 23.71%
3
Close
Sep 25, 2022
Alliant Energy
▼ 3.53%
2
Close
Sep 25, 2022
Prudential Financial
▼ 6.64%
3
Close
Sep 25, 2022