tiprankstipranks

****7117 - New Portfolio

DB

****7117
Individual Investor
Ranked #99,024 out of 729,459 TipRanks' Investors
Success Rate
56%
85 out of 153
profitable transactions
Average Return
14.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.64%
6-Month Return▲ 15.36%
12-Month Return▲ 10.39%
YTD Return▲ 1.98%
Total Return▲ 10.11%

Best Trade

Opened at
Closed at-
Gain▲ 256.55%

Bio

Performance

14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 5.14%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.40%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.37%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.59%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.06%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 3.03%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.14%
▼ 6.45%▼ 2.17%▼ 1.40%
▲ 9.22%▲ 9.13%▲ 7.37%
▲ 5.14%▲ 4.57%▲ 5.59%
▼ 1.87%▲ 1.59%▼ 1.41%
▲ 14.08%▲ 5.22%▲ 2.52%
▲ 5.05%▲ 3.27%▲ 4.06%
▼ 14.65%▼ 4.46%▼ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JPMorgan Equity Premium Income ETF
44.56%
▲ 2.91%
5
Buy
Oct 26, 2022
Vanguard Total International Bond ETF
▼ 5.11%
3
Close
Oct 24, 2022
Vanguard Real Estate ETF
▼ 15.51%
3
Close
Oct 24, 2022
Vanguard Mid-Cap ETF
▼ 3.95%
3
Close
Oct 24, 2022
Vanguard FTSE Emerging Markets ETF
▼ 10.85%
3
Close
Oct 24, 2022
Vanguard Intermediate-Term Corporate Bond ETF
▼ 7.97%
3
Close
Oct 24, 2022
Vanguard Small-Cap ETF
▼ 1.57%
3
Close
Oct 24, 2022
Vanguard S&P 500 ETF
▼ 7.05%
4
Close
Oct 24, 2022
Vanguard FTSE Developed Markets ETF
▼ 9.68%
4
Close
Oct 24, 2022
3M
0.98%
▼ 32.52%
6
Buy
Oct 23, 2022
Netflix
0.89%
▲ 134.16%
6
Buy
Oct 23, 2022
American Express
1.39%
▲ 49.38%
6
Buy
Oct 23, 2022
Apple
7.71%
▲ 7.32%
4
Buy
Oct 23, 2022
Johnson & Johnson
0.32%
▼ 11.13%
4
Sell
Oct 23, 2022
T Rowe Price
0.12%
▲ 0.23%
3
Buy
Oct 23, 2022
Verizon
0.12%
▼ 8.55%
3
Buy
Oct 23, 2022
VICI Properties
0.1%
▼ 12.79%
3
Sell
Oct 23, 2022
Tesla
0.29%
▼ 39.82%
3
Buy
Oct 23, 2022
Altria Group
1.15%
▼ 0.93%
3
Buy
Oct 23, 2022
Walgreens Boots Alliance
0.06%
▼ 51.97%
3
Sell
Oct 23, 2022