Core Stocks - New Portfolio

Keith Hugenberg

Core Stocks
Individual Investor
Ranked #30,658 out of 748,626 TipRanks' Investors
Success Rate
72%
155 out of 216
profitable transactions
Average Return
19.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.36%
6-Month Return▲ 6.66%
12-Month Return▲ 11.68%
YTD Return▲ 6.35%
Total Return▲ 37.61%

Best Trade

Opened at
Closed at-
Gain▲ 598.17%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 5.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.38%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.66%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 1.40%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.41%
▼ 1.87%▲ 1.59%▼ 0.60%
▲ 14.08%▲ 5.22%▲ 3.19%
▲ 5.05%▲ 3.27%▲ 4.27%
▼ 12.40%▼ 4.03%▼ 3.57%
▲ 11.46%▲ 5.06%▲ 2.38%
▼ 2.25%▲ 3.53%▼ 0.66%
▲ 24.77%▼ 1.07%▲ 1.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
0.75%
▲ 0.28%
3
Buy
Jul 08, 2024
Nike
0.89%
▼ 20.81%
3
Buy
Jul 08, 2024
Starbucks
0.73%
▼ 3.01%
2
Buy
Jul 08, 2024
Johnson & Johnson
1.11%
▲ 5.87%
3
Buy
Jul 08, 2024
The Hershey Company
0.95%
▼ 2.72%
3
Buy
Jul 08, 2024
American Tower
0.95%
▲ 3.09%
3
Buy
Jul 08, 2024
Avis Budget
0.72%
▼ 15.12%
2
Buy
Jul 08, 2024
Cisco Systems
0.65%
▲ 4.48%
3
Buy
Jul 08, 2024
CVS Health
0.83%
▼ 12.77%
4
Buy
Jul 08, 2024
Chevron
0.9%
▲ 11.94%
2
Buy
Jul 08, 2024
Boeing
0.92%
▲ 4.71%
3
Buy
Jul 08, 2024
CSX
0.76%
▲ 10.19%
2
Buy
Jul 08, 2024
Warner Bros
1.02%
▼ 21.89%
4
Buy
Jul 08, 2024
Alibaba
1.17%
▼ 5.46%
3
Buy
Jul 08, 2024
Devon Energy
0.66%
▼ 0.96%
3
Buy
Jul 08, 2024
General Mills
0.65%
▲ 5.72%
2
Buy
Jul 08, 2024
Deere
1.05%
▲ 2.00%
3
Buy
Jul 08, 2024
Yum China Holdings
0.93%
▼ 23.69%
3
Buy
Jul 08, 2024
Intel
0.93%
▼ 13.29%
2
Buy
Jul 08, 2024
Anheuser-Busch Inbev Sa
0.73%
▲ 2.53%
2
Buy
Jul 08, 2024