tiprankstipranks

New Portfolio - New Portfolio

Tom Van Beek

New Portfolio
Individual Investor
Ranked #34,149 out of 733,238 TipRanks' Investors
Success Rate
67%
475 out of 710
profitable transactions
Average Return
23.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.01%
6-Month Return▲ 21.67%
12-Month Return▲ 21.97%
YTD Return▲ 5.09%
Total Return▲ 87.98%

Best Trade

Opened at
Closed at
Gain▲ 273.55%

Bio

part of my retirement plan

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.39%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.51%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.12%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.86%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.73%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 2.48%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.39%
▲ 9.22%▲ 9.13%▲ 11.51%
▲ 5.14%▲ 4.57%▲ 8.12%
▼ 1.87%▲ 1.59%▼ 0.86%
▲ 14.08%▲ 5.22%▲ 4.02%
▲ 5.05%▲ 3.27%▲ 4.38%
▼ 12.40%▼ 4.03%▼ 4.73%
▲ 6.09%▲ 3.03%▲ 2.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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SoFi Weekly Dividend ETF
▲ 1.80%
2
Close
Feb 20, 2024
Altria Group
1.1%
▲ 37.58%
9
Buy
Jan 14, 2024
Nokia
▲ 2.79%
6
Close
Jan 14, 2024
Qualcomm
1.71%
▲ 71.25%
8
Sell
Jan 14, 2024
Buckle
1.26%
▲ 20.58%
3
Buy
Jan 14, 2024
Caterpillar
2%
▲ 56.20%
3
Buy
Jan 14, 2024
Ocean Power Technologies
▼ 80.52%
4
Close
Jan 14, 2024
AbbVie
2.58%
▲ 62.26%
6
Buy
Jan 14, 2024
Telefonaktiebolaget LM Ericsson
▼ 22.45%
5
Close
Jan 14, 2024
Pfizer
▼ 5.03%
9
Close
Jan 14, 2024
Invesco QQQ Trust
2.09%
▲ 22.62%
3
Buy
Jan 14, 2024
Schwab US Dividend Equity ETF
9.07%
▲ 9.60%
4
Buy
Jan 14, 2024
Schwab International Dividend Equity ETF
1.31%
▲ 4.87%
6
Buy
Jan 14, 2024
Barrick Gold
▲ 1.31%
4
Close
Jan 14, 2024
Schwab S&P 500 Index Fund- Select Shares
▲ 34.43%
6
Close
Jan 14, 2024
Ford Motor
1.21%
▲ 50.04%
9
Buy
Jan 14, 2024
Merck & Company
▲ 73.77%
10
Close
Jan 14, 2024
Invesco NASDAQ Next Gen 100 ETF
▼ 23.83%
3
Close
Jan 14, 2024
KeyCorp
2.29%
▲ 19.57%
11
Buy
Jan 14, 2024
Fidelity ZERO Large Cap Index Fund
▲ 8.14%
3
Close
Jan 14, 2024