tiprankstipranks

New Portfolio - New Portfolio

Larry B

New Portfolio
Individual Investor
Ranked #18,258 out of 734,495 TipRanks' Investors
Success Rate
66%
178 out of 270
profitable transactions
Average Return
50.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.49%
6-Month Return▲ 16.02%
12-Month Return▲ 26.44%
YTD Return▲ 7.30%
Total Return▲ 93.75%

Best Trade

Opened at
Closed at-
Gain▲ 1408.14%

Bio

Dividends with growth

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.35%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.26%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.09%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.10%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.38%
Apr 2024
▲ 3.04%
▲ 4.25%
▲ 3.69%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.35%
▲ 9.22%▲ 9.13%▲ 8.26%
▲ 5.14%▲ 4.57%▲ 6.09%
▼ 1.87%▲ 1.59%▲ 1.31%
▲ 14.08%▲ 5.22%▲ 4.72%
▲ 5.05%▲ 3.27%▲ 3.10%
▼ 12.40%▼ 4.03%▼ 5.38%
▲ 3.04%▲ 4.25%▲ 3.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Skyworks Solutions
▲ 48.34%
3
Close
May 12, 2024
NICE
0.57%
▼ 4.10%
2
Buy
May 12, 2024
Elastic
0.28%
▲ 3.57%
1
Open
May 12, 2024
Medtronic
0.78%
▲ 1.44%
1
Open
May 12, 2024
GoldON Resources
0%
▲ 28.57%
1
Open
May 12, 2024
Palo Alto Networks
0.59%
▲ 6.04%
3
Open
Mar 07, 2024
Veeva Systems
0.64%
▼ 1.30%
2
Buy
Mar 07, 2024
Shopify
0.01%
▼ 21.98%
1
Open
Mar 07, 2024
Polaris
▼ 2.05%
2
Close
Dec 19, 2023
Pfizer
▼ 20.85%
2
Close
Dec 19, 2023
Paycom
0.63%
▲ 31.14%
3
Sell
Nov 01, 2023
Graphic Packaging
▲ 1.38%
2
Close
Oct 12, 2023
Coca-Cola
0.8%
▲ 21.46%
1
Open
Oct 12, 2023
Realty Income
0.56%
▲ 13.38%
1
Open
Oct 12, 2023
W. P. Carey Inc.
▼ 9.30%
4
Close
Oct 03, 2023
Enbridge
▲ 22.70%
4
Close
Oct 03, 2023
Magna International
▲ 8.84%
2
Close
Sep 29, 2023
Dominion Energy
▼ 13.25%
5
Close
Jul 05, 2023
Essential Utilities
▲ 30.76%
3
Close
Jul 05, 2023
Crown Castle
▲ 28.24%
3
Close
Jul 05, 2023