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New Portfolio
- New Portfolio
Performance
Portfolio Details
The_Larson Family
New Portfolio
Individual Investor
Ranked #242,265 out of 732,075 TipRanks' Investors
Success Rate
67%
8 out of 12
profitable transactions
Average Return
2.11%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 0.58%
6-Month Return
▲ 7.77%
12-Month Return
▲ 18.82%
YTD Return
▼ 0.60%
Total Return
▲ 2.48%
Best Trade
Asset
Pennantpark... (PNNT)
Opened at
Feb 24, 2023
Closed at
-
Gain
▲ 47.25%
Bio
Value investing with fundamental and technical analysis based swing to long term investing.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 6.45%
▼ 2.17%
▼ 7.29%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.38%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.50%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.04%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.11%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 3.53%
May 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.45%
▼ 2.17%
▼ 7.29%
▲ 9.22%
▲ 9.13%
▲ 5.38%
▲ 5.14%
▲ 4.57%
▲ 6.84%
▼ 1.87%
▲ 1.59%
▼ 4.50%
▲ 14.08%
▲ 5.22%
▼ 0.09%
▲ 5.05%
▲ 3.27%
▲ 6.04%
▼ 12.40%
▼ 4.03%
▼ 5.11%
▲ 7.64%
▲ 1.85%
▲ 3.53%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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VOD
Vodafone
0%
▼ 6.51%
1
Open
Dec 01, 2023
SPXS
Direxion Daily S&P 500 Bear 3x Shares
―
▲ 2.40%
2
Close
Feb 24, 2023
PNNT
Pennantpark Investment
14.94%
▲ 47.25%
1
Open
Feb 24, 2023
OXY
Occidental Petroleum
15.49%
▲ 4.63%
1
Open
Feb 16, 2023
OMF
OneMain Holdings
―
▲ 5.21%
2
Close
Feb 08, 2023
CHTR
Charter Communications
7.53%
▼ 34.06%
1
Open
Feb 08, 2023
BAK
Braskem SA
12.78%
▲ 4.76%
1
Open
Feb 03, 2023
XOM
Exxon Mobil
16.42%
▲ 8.18%
1
Open
Feb 03, 2023
RITM
Rithm Capital
12.02%
▲ 36.30%
1
Open
Feb 03, 2023
RM
Regional Management
6.82%
▼ 20.67%
1
Open
Feb 03, 2023
TFIN
Triumph Financial
10.2%
▲ 12.45%
1
Open
Feb 03, 2023
SHBI
Shore Bancshares
3.81%
▼ 34.67%
1
Open
Feb 03, 2023
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