tiprankstipranks

New Portfolio - New Portfolio

joe frenette

New Portfolio
Individual Investor
Ranked #74,430 out of 734,331 TipRanks' Investors
Success Rate
74%
28 out of 38
profitable transactions
Average Return
17.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.09%
6-Month Return▲ 7.49%
12-Month Return▲ 15.68%
YTD Return▲ 2.03%
Total Return▲ 23.13%

Best Trade

Opened at
Closed at-
Gain▲ 82.53%

Bio

My buy and hold investment portfolio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 0.62%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.05%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.19%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.26%
Apr 2024
▲ 3.04%
▲ 4.25%
▲ 3.76%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 0.62%
▲ 9.22%▲ 9.13%▲ 10.05%
▲ 5.14%▲ 4.57%▲ 3.51%
▼ 1.87%▲ 1.59%▲ 0.04%
▲ 14.08%▲ 5.22%▲ 1.78%
▲ 5.05%▲ 3.27%▼ 1.19%
▼ 12.40%▼ 4.03%▼ 2.26%
▲ 3.04%▲ 4.25%▲ 3.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple
42.4%
▲ 23.77%
10
Buy
Apr 12, 2024
McDonald's
7.49%
▲ 12.72%
3
Buy
Oct 25, 2023
Alphabet Class C
3.44%
▲ 47.51%
2
Buy
Oct 25, 2023
American Express
4.41%
▲ 69.36%
1
Open
Oct 25, 2023
Activision Blizzard
▲ 18.92%
2
Close
Oct 12, 2023
Pfizer
▼ 16.90%
3
Close
May 09, 2023
Microsoft
3.22%
▲ 71.09%
2
Buy
Oct 26, 2022
Alimentation Couche-Tard Inc
6.84%
▲ 35.49%
2
Buy
Oct 04, 2022
Boeing
▼ 30.17%
2
Close
Oct 04, 2022
Caterpillar
▼ 20.36%
2
Close
Jul 11, 2022
Deere
1.89%
▲ 41.57%
1
Open
Jul 11, 2022
Shell
▲ 3.46%
2
Close
Jun 08, 2022
Snowflake
3.25%
▲ 5.00%
2
Buy
May 27, 2022
Toronto Dominion Bank
1.9%
▼ 14.77%
1
Open
Apr 04, 2022
Fortis
1.25%
▼ 4.15%
1
Open
Apr 04, 2022
Canadian National Railway
4.57%
▲ 10.47%
1
Open
Apr 04, 2022
Bank Of Montreal
1.36%
▼ 2.64%
1
Open
Apr 04, 2022
Restaurant Brands International
4.23%
▲ 42.20%
1
Open
Apr 04, 2022
Berkshire Hathaway B
4.39%
▲ 18.76%
1
Open
Apr 04, 2022
Starbucks
2.19%
▼ 10.17%
1
Open
Apr 04, 2022