tiprankstipranks

New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #202,189 out of 730,199 TipRanks' Investors
Success Rate
56%
104 out of 187
profitable transactions
Average Return
2.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.99%
6-Month Return▲ 7.81%
12-Month Return▲ 9.94%
YTD Return▼ 0.69%
Total Return▲ 12.50%

Best Trade

Opened at
Closed at-
Gain▲ 216.28%

Bio

74 years old

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▲ 0.88%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.62%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 1.43%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.13%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.27%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.25%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 3.79%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 0.88%
▼ 6.45%▼ 2.17%▼ 2.62%
▲ 9.22%▲ 9.13%▲ 1.43%
▲ 5.14%▲ 4.57%▲ 7.13%
▼ 1.87%▲ 1.59%▼ 6.82%
▲ 14.08%▲ 5.22%▲ 4.27%
▲ 5.05%▲ 3.27%▲ 6.25%
▼ 18.13%▼ 3.38%▼ 3.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JOYY
2.22%
▲ 7.22%
1
Open
Feb 23, 2023
Devon Energy
3.52%
▲ 7.06%
3
Open
Feb 19, 2023
General Mills
▼ 1.41%
2
Close
Feb 19, 2023
Cvb Financial
▼ 0.79%
3
Close
Feb 19, 2023
3M
▼ 0.66%
2
Close
Feb 19, 2023
Innovative Industrial Properties
▼ 0.74%
2
Close
Feb 19, 2023
Pioneer Natural
6.13%
▲ 20.28%
3
Open
Feb 08, 2023
United Parcel
▲ 2.91%
3
Close
Feb 08, 2023
Genuine Parts Company
▲ 4.77%
2
Close
Feb 08, 2023
Popular
▲ 5.04%
2
Close
Feb 08, 2023
H.B. Fuller Company
▲ 5.83%
2
Close
Feb 08, 2023
Kb Financial Group
3.91%
▲ 12.40%
1
Open
Feb 08, 2023
AbbVie
5.22%
▲ 9.23%
3
Open
Feb 06, 2023
Sirius XM Holdings
0.00%
2
Close
Feb 06, 2023
Apple
▲ 15.06%
4
Close
Feb 04, 2023
Emerson Electric Company
5.61%
▲ 25.75%
2
Buy
Feb 04, 2023
Electronic Arts
7.09%
▲ 15.08%
1
Open
Feb 04, 2023
Cullen/Frost Bankers
2.96%
▼ 7.18%
1
Open
Feb 04, 2023
Plexus
4.85%
▼ 3.63%
1
Open
Feb 04, 2023
Sociedad Quimica Y Minera SA
1.26%
▼ 44.52%
6
Sell
Jan 27, 2023