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Matt - New Portfolio

Matt

Matt
Individual Investor
Ranked #129,797 out of 730,199 TipRanks' Investors
Success Rate
59%
57 out of 97
profitable transactions
Average Return
6.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.20%
6-Month Return▲ 15.38%
12-Month Return▲ 7.41%
YTD Return▼ 1.51%
Total Return▲ 7.23%

Best Trade

Opened at
Closed at-
Gain▲ 95.06%

Bio

Trying to buy quality companies at reasonable prices. (Also - Stock purchases started in 2021, total shares and cost entered here on 10/24.)

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 3.58%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.76%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.79%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.57%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.76%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 1.78%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.58%
▼ 6.45%▼ 2.17%▼ 2.76%
▲ 9.22%▲ 9.13%▲ 7.79%
▲ 5.14%▲ 4.57%▲ 7.51%
▼ 1.87%▲ 1.59%▼ 3.57%
▲ 14.08%▲ 5.22%▲ 0.21%
▲ 5.05%▲ 3.27%▲ 3.76%
▼ 18.13%▼ 3.38%▼ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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United Parcel
0.65%
▼ 8.98%
5
Buy
Dec 05, 2022
Target
▼ 3.66%
2
Close
Dec 05, 2022
Phillips 66
2.39%
▲ 55.53%
5
Buy
Dec 05, 2022
Whirlpool
1.96%
▼ 19.04%
4
Buy
Dec 05, 2022
Duke Energy
0.88%
▲ 12.00%
7
Buy
Dec 05, 2022
Amazon
4.15%
▲ 73.56%
5
Buy
Dec 05, 2022
HF Sinclair Corporation
1.12%
▲ 14.43%
1
Open
Dec 05, 2022
Texas Instruments
4.07%
▲ 6.88%
4
Buy
Dec 01, 2022
Qualcomm
3.49%
▲ 39.59%
2
Buy
Dec 01, 2022
Norfolk Southern
1.07%
▲ 4.96%
4
Buy
Dec 01, 2022
Columbia Banking System
0.3%
▼ 37.47%
8
Buy
Dec 01, 2022
Starbucks
3.15%
▲ 0.93%
2
Buy
Nov 29, 2022
First Interstate Bancsystem
2.07%
▼ 33.48%
6
Buy
Nov 22, 2022
AT&T
1.75%
▲ 1.74%
2
Buy
Nov 18, 2022
Procter & Gamble
7.21%
▲ 24.72%
3
Buy
Nov 18, 2022
Morgan Stanley
3.69%
▲ 14.65%
3
Buy
Nov 18, 2022
Hawaiian Electric
0.19%
▼ 69.72%
6
Buy
Nov 18, 2022
Air Products and Chemicals
2.32%
▼ 7.05%
3
Buy
Nov 18, 2022
Johnson & Johnson
1.58%
▼ 9.09%
3
Buy
Nov 12, 2022
Apple
5.74%
▲ 13.87%
2
Buy
Nov 11, 2022