New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #29,196 out of 748,626 TipRanks' Investors
Success Rate
75%
1827 out of 2453
profitable transactions
Average Return
15.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.34%
6-Month Return▲ 8.54%
12-Month Return▲ 9.99%
YTD Return▲ 8.46%
Total Return▲ 24.31%

Best Trade

Opened at
Closed at-
Gain▲ 162.87%

Bio

Attempt for a highly diversified portfolio with solid companies and a lot o dividends

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 4.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.44%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.02%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.61%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.92%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 4.27%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.74%
▼ 1.87%▲ 1.59%▼ 0.44%
▲ 14.08%▲ 5.22%▲ 2.21%
▲ 5.05%▲ 3.27%▲ 4.02%
▼ 12.40%▼ 4.03%▼ 4.27%
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▼ 0.92%
▲ 24.77%▼ 1.07%▲ 4.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Equitrans Midstream
▲ 29.38%
2
Close
Jul 22, 2024
Snowflake
0%
▼ 3.23%
2
Sell
Jul 03, 2024
Unilever
0%
▲ 21.59%
16
Sell
Jul 02, 2024
Revance Therapeutics
▼ 82.03%
3
Close
Jul 02, 2024
Medifast
▼ 72.25%
9
Close
Jul 01, 2024
Procter & Gamble
0.29%
▲ 20.40%
35
Sell
Jun 22, 2024
Royal Bank Of Canada
0.34%
▲ 23.62%
38
Sell
Jun 22, 2024
Kimberly Clark
0.29%
▲ 15.94%
37
Sell
Jun 22, 2024
Walmart
0.33%
▲ 48.20%
36
Sell
Jun 22, 2024
Qualcomm
0.25%
▲ 42.72%
10
Sell
Jun 22, 2024
Stellantis
0%
▲ 18.08%
4
Sell
Jun 21, 2024
Lloyds Banking
0%
▲ 36.72%
4
Sell
Jun 20, 2024
Fortis
▼ 0.19%
2
Close
Jun 20, 2024
Eastgroup Properties
0%
▲ 11.56%
1
Open
Jun 17, 2024
Braze
0%
▲ 16.03%
1
Open
Jun 14, 2024
Docebo
0.15%
▲ 0.11%
1
Open
Jun 14, 2024
EPR Properties
0%
▲ 11.62%
1
Open
Jun 14, 2024
Golden Heaven Group Holdings Ltd.
0%
▼ 65.50%
5
Sell
Jun 12, 2024
Crest Nicholson Holdings
0%
▲ 28.85%
3
Sell
Jun 12, 2024
Acumen Pharmaceuticals
▼ 20.45%
2
Close
Jun 06, 2024