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New Portfolio - New Portfolio

Koopsta

New Portfolio
Individual Investor
Ranked #21,929 out of 799,891 TipRanks' Investors
Success Rate
82%
105 out of 128
profitable transactions
Average Return
13.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.04%
6-Month Return▼ 0.04%
12-Month Return▲ 10.99%
YTD Return▲ 4.89%
Total Return▲ 19.85%

Best Trade

Opened at
Closed at-
Gain▲ 61.63%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.14%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.91%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 2.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.61%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.75%
Apr 2025
▲ 11.76%
▲ 7.15%
▲ 0.34%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.09%
▲ 25.97%▲ 5.96%▲ 2.14%
▲ 5.41%▼ 2.41%▼ 6.91%
▲ 6.02%▲ 2.69%▲ 2.25%
▼ 12.86%▼ 1.27%▲ 4.54%
▼ 1.80%▼ 5.57%▲ 1.61%
▲ 1.76%▼ 0.87%▼ 3.75%
▲ 11.76%▲ 7.15%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altria Group
22.26%
▲ 53.27%
15
Buy
Apr 16, 2025
Realty Income
14.41%
▲ 2.41%
35
Buy
Apr 16, 2025
Chevron
9.02%
▼ 0.37%
3
Buy
Apr 16, 2025
Vanguard S&P 500 ETF
34.89%
▲ 20.04%
2
Buy
Apr 16, 2025
Apple
▲ 11.43%
5
Close
Jan 15, 2024
Devon Energy
▼ 10.01%
10
Close
Jan 15, 2024
Schwab US Dividend Equity ETF
14.89%
▲ 20.76%
35
Buy
Jan 15, 2024
Johnson & Johnson
3.77%
▲ 3.28%
7
Buy
Jan 15, 2024
Tesla
▲ 34.30%
2
Close
Jan 15, 2024
Morgan Stanley
0.76%
▲ 53.40%
1
Open
Jan 15, 2024
Target
▲ 0.12%
5
Close
Jul 24, 2023
Lowe's
▲ 11.00%
4
Close
Jun 22, 2023
Main Street Capital
▲ 9.01%
2
Close
Apr 13, 2023
Vanguard Total Stock Market ETF
▲ 6.37%
2
Close
Apr 13, 2023
JPMorgan Equity Premium Income ETF
▲ 1.76%
3
Close
Apr 05, 2023
Procter & Gamble
▼ 3.13%
2
Close
Mar 28, 2023
Intel
▼ 11.39%
4
Close
Feb 22, 2023
Ally Financial
▲ 24.23%
3
Close
Feb 15, 2023
Kimberly Clark
▼ 5.86%
2
Close
Jan 30, 2023
T Rowe Price
▼ 1.21%
2
Close
Jan 30, 2023