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New Portfolio - New Portfolio

Allan Avery

New Portfolio
Individual Investor
Ranked #169,278 out of 736,443 TipRanks' Investors
Success Rate
58%
30 out of 52
profitable transactions
Average Return
12.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.39%
6-Month Return▲ 18.29%
12-Month Return▲ 31.52%
YTD Return▲ 9.20%
Total Return▲ 11.94%

Best Trade

Opened at
Closed at-
Gain▲ 150.43%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 0.92%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.45%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.25%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.95%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.39%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.81%
Apr 2024
▲ 10.61%
▲ 5.47%
▲ 4.00%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 0.92%
▲ 9.22%▲ 9.13%▲ 9.45%
▲ 5.14%▲ 4.57%▲ 8.25%
▼ 1.87%▲ 1.59%▼ 0.14%
▲ 14.08%▲ 5.22%▲ 6.95%
▲ 5.05%▲ 3.27%▲ 4.39%
▼ 12.40%▼ 4.03%▼ 5.81%
▲ 10.61%▲ 5.47%▲ 4.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Howard Hughes Holdings
4%
▼ 0.95%
1
Open
May 11, 2024
S&P Global
4%
▲ 5.47%
1
Open
Apr 25, 2024
Netflix
4%
▲ 16.52%
1
Open
Apr 19, 2024
Salesforce
4%
▼ 9.81%
1
Open
Apr 05, 2024
Apple
▲ 32.57%
2
Close
Mar 08, 2024
Dropbox
▲ 3.15%
2
Close
Feb 22, 2024
Warner Bros
▼ 51.30%
2
Close
Jan 20, 2024
Adobe
▲ 60.32%
2
Close
Jan 20, 2024
HP
▼ 3.38%
2
Close
Jan 20, 2024
CTO Realty Growth
4%
▲ 5.99%
1
Open
Jan 20, 2024
Mainstreet Equity
4%
▲ 16.12%
1
Open
Dec 31, 2023
iShares Core MSCI Emerging Markets ETF
▲ 4.97%
2
Close
Dec 15, 2023
KFA Mount Lucas Index Strategy ETF
▼ 12.36%
2
Close
Dec 15, 2023
Invesco Russell 1000 Dynamic Multifactor ETF
▲ 12.20%
2
Close
Dec 15, 2023
Costco
4%
▲ 26.09%
1
Open
Dec 15, 2023
Tortilla Mexican Grill Ltd.
▼ 37.90%
2
Close
Sep 01, 2023
ScS Group plc
▲ 22.24%
2
Close
Sep 01, 2023
Vermilion Energy
▼ 14.50%
2
Close
Sep 01, 2023
Analog Devices
▲ 0.90%
2
Close
Sep 01, 2023
Teradyne
▲ 17.76%
2
Close
Sep 01, 2023