tiprankstipranks

New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #33,062 out of 785,293 TipRanks' Investors
Success Rate
76%
1976 out of 2616
profitable transactions
Average Return
21.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.75%
6-Month Return▲ 7.46%
12-Month Return▲ 15.59%
YTD Return▲ 3.68%
Total Return▲ 32.06%

Best Trade

Opened at
Closed at
Gain▲ 544.93%

Bio

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

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 5.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.14%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.53%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 5.83%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.62%
▲ 0.75%
▼ 0.43%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.55%
▼ 13.14%▲ 2.34%▲ 2.76%
▲ 2.93%▲ 2.10%▲ 2.14%
▲ 9.99%▼ 0.89%▼ 1.97%
▲ 26.04%▲ 5.96%▲ 4.53%
▲ 5.91%▼ 2.41%▼ 5.83%
▲ 4.65%▲ 2.69%▲ 4.13%
▼ 12.62%▲ 0.75%▼ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Paysafe
0%
▲ 22.24%
2
Sell
Feb 07, 2025
CME Group
0.42%
▲ 0.17%
1
Open
Feb 06, 2025
T Rowe Price
0.06%
▲ 7.42%
36
Sell
Feb 05, 2025
Olema Pharmaceuticals
▼ 45.25%
3
Close
Feb 04, 2025
Mineralys Therapeutics, Inc.
▼ 23.00%
2
Close
Feb 04, 2025
US Bancorp
0.32%
▲ 33.35%
7
Buy
Jan 30, 2025
Teck Resources
0.56%
▲ 3.98%
6
Buy
Jan 30, 2025
Royal Gold
0.16%
▼ 0.65%
2
Buy
Jan 30, 2025
Northrop Grumman
0.31%
▼ 3.88%
3
Buy
Jan 30, 2025
Ituran Location And Control
0.33%
▲ 2.55%
2
Buy
Jan 30, 2025
Adtran
0%
▲ 4.32%
1
Open
Jan 30, 2025
Workiva
0.32%
▼ 0.18%
1
Open
Jan 30, 2025
Federal National Mortgage Association
0%
▲ 14.98%
1
Open
Jan 28, 2025
Sprott Physical Uranium Trust
0%
▲ 0.96%
1
Open
Jan 28, 2025
CareTrust REIT
0.28%
▼ 1.42%
1
Open
Jan 23, 2025
VICI Properties
0.29%
▲ 2.80%
1
Open
Jan 23, 2025
RTX
0.29%
▲ 1.31%
1
Open
Jan 23, 2025
Brookfield Corporation
0.28%
▼ 0.10%
1
Open
Jan 23, 2025
PNC Financial
0.28%
▲ 1.55%
1
Open
Jan 23, 2025
Philip Morris
0.33%
▲ 15.13%
1
Open
Jan 23, 2025