tiprankstipranks

stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #32,509 out of 733,923 TipRanks' Investors
Success Rate
75%
235 out of 314
profitable transactions
Average Return
8.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.95%
6-Month Return▲ 21.69%
12-Month Return▲ 30.66%
YTD Return▲ 12.53%
Total Return▲ 25.25%

Best Trade

Opened at
Closed at
Gain▲ 58.63%

Bio

Looking out for robust finance, tech, and pharma dividend stocks.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.63%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.52%
Apr 2024
▲ 0.40%
▲ 3.76%
▲ 6.78%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.85%
▲ 9.22%▲ 9.13%▲ 7.63%
▲ 5.14%▲ 4.57%▲ 4.49%
▼ 1.87%▲ 1.59%▲ 1.76%
▲ 14.08%▲ 5.22%▲ 7.05%
▲ 5.05%▲ 3.27%▲ 5.76%
▼ 12.40%▼ 4.03%▼ 8.52%
▲ 0.40%▲ 3.76%▲ 6.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Raytheon Technologies
1.86%
▲ 27.45%
6
Sell
May 13, 2024
Amazon
2%
▲ 19.84%
20
Sell
May 13, 2024
Interactive Brokers
▲ 0.94%
2
Close
May 13, 2024
Newmont Mining
1.84%
0.00%
1
Open
May 13, 2024
Golub Capital Bdc
3.8%
0.00%
1
Open
May 13, 2024
CVS Health
2.02%
▼ 15.38%
9
Buy
May 09, 2024
Coca-Cola
▲ 7.54%
4
Close
May 09, 2024
Metlife
2.75%
▲ 7.17%
7
Buy
May 09, 2024
Huntington Bancshares
▲ 1.59%
2
Close
May 09, 2024
Oaktree Specialty Lending
4.21%
▲ 0.26%
2
Buy
May 08, 2024
Global X Clean Water ETF
0.24%
▲ 12.16%
8
Buy
May 04, 2024
VanEck Semiconductor UCITS ETF Accum A USD
1.35%
▲ 10.66%
7
Buy
May 04, 2024
Berkshire Hathaway B
▲ 32.26%
13
Close
May 03, 2024
British American Tobacco
1.67%
▼ 4.97%
5
Sell
May 03, 2024
Ares Capital
5.64%
▲ 15.35%
9
Buy
May 03, 2024
Marathon Digital Holdings
0.22%
▼ 21.79%
3
Sell
Apr 26, 2024
BlackRock
6.44%
▲ 21.07%
10
Buy
Apr 22, 2024
CrowdStrike Holdings
▼ 2.04%
6
Close
Apr 18, 2024
Danaher
▲ 7.26%
5
Close
Apr 12, 2024
Alphabet Class A
▲ 1.02%
4
Close
Apr 12, 2024