tiprankstipranks

New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #263,174 out of 728,786 TipRanks' Investors
Success Rate
49%
21 out of 43
profitable transactions
Average Return
6.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.21%
6-Month Return▲ 11.14%
12-Month Return▲ 10.98%
YTD Return▲ 1.60%
Total Return▲ 10.27%

Best Trade

Opened at
Closed at-
Gain▲ 62.89%

Bio

value & dividend

Performance

21.40%0-21.40%
▼ 4.52%
▼ 4.74%
▼ 2.35%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.94%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.76%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.92%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.65%
Mar 2024
▼ 21.40%
▼ 3.74%
▼ 4.84%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 2.35%
▼ 6.45%▼ 2.17%▼ 1.94%
▲ 9.22%▲ 9.13%▲ 5.76%
▲ 5.14%▲ 4.57%▲ 5.92%
▼ 1.87%▲ 1.59%▼ 1.22%
▲ 14.08%▲ 5.22%▲ 2.30%
▲ 5.05%▲ 3.27%▲ 5.65%
▼ 21.40%▼ 3.74%▼ 4.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
h6be839
h6be839
h6be839
h6be839
h6be839
h6be839
h6be839
wx6k4j9eplh
wx6k4j9eplh
wx6k4j9eplh
wx6k4j9eplh
wx6k4j9eplh
wx6k4j9eplh
wx6k4j9eplh
sbowaops1s
sbowaops1s
sbowaops1s
sbowaops1s
sbowaops1s
sbowaops1s
sbowaops1s
ixju658onn
ixju658onn
ixju658onn
ixju658onn
ixju658onn
ixju658onn
ixju658onn
4k33h4dth19
4k33h4dth19
4k33h4dth19
4k33h4dth19
4k33h4dth19
4k33h4dth19
4k33h4dth19
a79ynr1
a79ynr1
a79ynr1
a79ynr1
a79ynr1
a79ynr1
a79ynr1
hncn58eeid7
hncn58eeid7
hncn58eeid7
hncn58eeid7
hncn58eeid7
hncn58eeid7
hncn58eeid7
6fnein6j0mq
6fnein6j0mq
6fnein6j0mq
6fnein6j0mq
6fnein6j0mq
6fnein6j0mq
6fnein6j0mq
gpm4cy9
gpm4cy9
gpm4cy9
gpm4cy9
gpm4cy9
gpm4cy9
gpm4cy9
thwjpyh5t0h
thwjpyh5t0h
thwjpyh5t0h
thwjpyh5t0h
thwjpyh5t0h
thwjpyh5t0h
thwjpyh5t0h
To view investors' portfolios
Sign Up For Free
Federal Agricultural
2.56%
▲ 49.43%
2
Buy
Feb 14, 2023
iShares 3-7 Year Treasury Bond ETF
▼ 3.00%
2
Close
Feb 14, 2023
Energy Select Sector SPDR Fund
▲ 14.53%
2
Close
Feb 14, 2023
Devon Energy
1.84%
▼ 15.66%
3
Buy
Feb 14, 2023
Vanguard Total Bond Market ETF
3.79%
▲ 1.10%
1
Open
Feb 14, 2023
iShares MSCI EAFE Small-Cap ETF
▼ 1.15%
2
Close
Jan 09, 2023
iShares Core MSCI Emerging Markets ETF
▼ 4.30%
3
Close
Dec 29, 2022
Trinity Capital
1.25%
▲ 55.18%
1
Open
Dec 29, 2022
Aurinia Pharmaceuticals
▼ 9.73%
2
Close
Nov 02, 2022
Kyndryl Holdings Incorporation
▼ 15.63%
2
Close
Nov 02, 2022
OptimizeRx
▼ 6.46%
2
Close
Nov 02, 2022
Warner Bros
▼ 7.38%
2
Close
Nov 02, 2022
Sunoco
3.84%
▲ 44.52%
2
Buy
Oct 30, 2022
Iron Mountain
▲ 4.95%
2
Close
Sep 17, 2022
Kinder Morgan
▼ 1.82%
2
Close
Sep 09, 2022
AT&T
▼ 0.76%
2
Close
Aug 18, 2022
AbbVie
5.26%
▲ 23.40%
1
Open
Aug 16, 2022
British American Tobacco
1.02%
▼ 19.97%
1
Open
Aug 16, 2022
Cubesmart
1.84%
▼ 9.47%
1
Open
Aug 16, 2022
CVS Health
2.56%
▼ 32.45%
1
Open
Aug 16, 2022