New Portfolio - New Portfolio

Robert M

New Portfolio
Individual Investor
Ranked #73,966 out of 755,721 TipRanks' Investors
Success Rate
67%
60 out of 90
profitable transactions
Average Return
10.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.26%
6-Month Return▲ 7.72%
12-Month Return▲ 16.42%
YTD Return▲ 8.27%
Total Return▲ 15.76%

Best Trade

Opened at
Closed at
Gain▲ 61.60%

Bio

Divident Growth

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 0.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.21%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.29%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.09%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.05%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.20%
Aug 2024
▼ 6.56%
▼ 3.06%
▼ 1.68%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 0.31%
▲ 5.05%▲ 3.27%▲ 5.21%
▼ 12.40%▼ 4.03%▼ 4.94%
▲ 11.46%▲ 5.06%▲ 4.29%
▼ 2.25%▲ 3.53%▼ 1.09%
▲ 25.76%▲ 1.21%▲ 7.05%
▼ 4.21%▲ 2.34%▲ 2.20%
▼ 6.56%▼ 3.06%▼ 1.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The Estée Lauder Companies
2.68%
▼ 11.05%
2
Buy
Sep 02, 2024
Stellantis
1.43%
▼ 11.32%
3
Buy
Sep 02, 2024
Walt Disney
1.39%
▼ 1.56%
1
Open
Aug 20, 2024
Alphabet Class A
2.34%
▼ 10.93%
1
Open
Aug 20, 2024
Bristol-Myers Squibb
5.43%
▼ 4.09%
6
Buy
Jul 30, 2024
Verizon
2.75%
▲ 27.35%
3
Buy
Jul 30, 2024
Medtronic
2.86%
▲ 16.18%
2
Buy
Jul 30, 2024
Pfizer
3.75%
▲ 0.46%
4
Buy
Jul 30, 2024
Enbridge
1.9%
▲ 17.11%
2
Buy
Jul 30, 2024
Frontline
1.37%
▼ 8.06%
1
Open
Jul 30, 2024
Blue Owl Capital
0.92%
▼ 5.68%
1
Open
Jul 30, 2024
Rithm Capital
1.46%
▲ 0.43%
1
Open
Jul 30, 2024
Toronto Dominion Bank
1.92%
▲ 4.12%
1
Open
Jul 30, 2024
Qualcomm
▲ 61.60%
2
Close
Jul 21, 2024
L3Harris Technologies
▲ 34.08%
2
Close
Jul 21, 2024
Cisco Systems
1.54%
▲ 3.15%
3
Open
Jul 01, 2024
VF
2.5%
▲ 16.00%
2
Buy
Jul 01, 2024
Intel
0.3%
▲ 7.19%
3
Open
Jun 12, 2024
Starbucks
2.94%
▲ 9.57%
2
Buy
Jun 12, 2024
International Business Machines
3.23%
▲ 20.43%
1
Open
Jun 12, 2024