tiprankstipranks

New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #34,686 out of 730,199 TipRanks' Investors
Success Rate
71%
1726 out of 2425
profitable transactions
Average Return
11.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.54%
6-Month Return▲ 15.39%
12-Month Return▲ 9.78%
YTD Return▲ 2.44%
Total Return▲ 17.41%

Best Trade

Opened at
Closed at
Gain▲ 119.59%

Bio

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

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 4.14%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.76%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.39%
Nov 2023
▲ 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
▼ 14.09%
▼ 3.33%
▼ 3.22%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.14%
▼ 6.45%▼ 2.17%▼ 3.76%
▲ 9.22%▲ 9.13%▲ 7.39%
▲ 5.14%▲ 4.57%▲ 4.74%
▼ 1.87%▲ 1.59%▼ 0.44%
▲ 14.08%▲ 5.22%▲ 2.21%
▲ 5.05%▲ 3.27%▲ 4.02%
▼ 14.09%▼ 3.33%▼ 3.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Canoo
0%
▼ 19.57%
5
Sell
Apr 23, 2024
Eledon Pharmaceuticals
0.16%
▼ 2.48%
1
Open
Apr 22, 2024
Acumen Pharmaceuticals
0.16%
▲ 1.60%
1
Open
Apr 22, 2024
Clearone Communications
0%
▼ 1.17%
1
Open
Apr 17, 2024
Entravision
0%
▼ 7.70%
3
Sell
Apr 08, 2024
Option Care Health
0.3%
▼ 4.88%
2
Buy
Apr 08, 2024
Olema Pharmaceuticals
0.28%
▼ 9.94%
2
Buy
Apr 08, 2024
Mineralys Therapeutics, Inc.
0.27%
▼ 14.33%
1
Open
Apr 08, 2024
Solventum Corporation
0%
▼ 5.18%
1
Open
Apr 08, 2024
Barclays
0%
▼ 1.06%
1
Open
Apr 08, 2024
Teck Resources
0%
▲ 15.60%
4
Sell
Apr 04, 2024
Carolina Bank
0.00%
2
Close
Apr 03, 2024
Golden Heaven Group Holdings Ltd.
0.43%
▼ 42.71%
4
Buy
Apr 03, 2024
Kering SA
0.31%
▼ 13.29%
2
Buy
Apr 02, 2024
AstraZeneca
▲ 1.74%
2
Close
Apr 02, 2024
Meta Platforms
0.23%
▲ 26.34%
12
Open
Apr 01, 2024
AppLovin
0%
▲ 0.81%
1
Open
Apr 01, 2024
CAVA Group, Inc.
0%
▼ 11.68%
1
Open
Apr 01, 2024
Lineage Therap
0.13%
▼ 24.66%
1
Open
Apr 01, 2024
Green Brick Partners
▲ 14.29%
2
Close
Mar 29, 2024