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CAPTIVA - New Portfolio

Showmethemoney

CAPTIVA
Individual Investor
Ranked #182,857 out of 730,435 TipRanks' Investors
Success Rate
63%
22 out of 35
profitable transactions
Average Return
2.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.26%
6-Month Return▲ 17.13%
12-Month Return▲ 10.82%
YTD Return▲ 2.51%
Total Return▲ 13.06%

Best Trade

Opened at
Closed at
Gain▲ 95.93%

Bio

Diversification and yield

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 3.30%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.61%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.43%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.14%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.34%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 2.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.02%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 3.62%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.30%
▼ 6.45%▼ 2.17%▼ 2.61%
▲ 9.22%▲ 9.13%▲ 7.43%
▲ 5.14%▲ 4.57%▲ 5.14%
▼ 1.87%▲ 1.59%▲ 3.34%
▲ 14.08%▲ 5.22%▼ 2.00%
▲ 5.05%▲ 3.27%▲ 5.02%
▼ 13.70%▼ 3.74%▼ 3.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Verizon
▲ 11.99%
4
Close
Apr 18, 2024
BP
▲ 13.40%
2
Close
Apr 17, 2024
Blue Foundry
▼ 19.29%
2
Close
Apr 01, 2024
AllianceBernstein
29.23%
▲ 4.27%
3
Open
Feb 15, 2024
Coterra Energy
▼ 2.08%
2
Close
Feb 08, 2024
Ares Capital
0.00%
2
Close
Jan 07, 2024
AT&T
23.34%
▲ 1.10%
4
Buy
Jan 04, 2024
ASE Technology Holding Co
▲ 95.93%
2
Close
Dec 27, 2023
Oaktree Specialty Lending
▲ 14.62%
2
Close
Dec 27, 2023
Black Stone Minerals
▲ 3.31%
2
Close
Dec 27, 2023
Synovus
▲ 43.30%
2
Close
Dec 27, 2023
Rio Tinto
▲ 20.60%
2
Close
Dec 27, 2023
Glencore
▲ 10.18%
2
Close
Dec 27, 2023
GlaxoSmithKline
▲ 33.01%
2
Close
Dec 19, 2023
Pfizer
22.12%
▼ 14.48%
4
Buy
Dec 13, 2023
Diana Shipping
▲ 2.47%
2
Close
Oct 14, 2023
Bank of America
▼ 13.55%
2
Close
Oct 06, 2023
Golden Ocean Group
▲ 7.07%
3
Close
Oct 06, 2023
APA
▲ 21.00%
2
Close
Oct 06, 2023
Kohl's
▼ 20.43%
2
Close
Oct 06, 2023