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Test YV1 SI EW - New Portfolio

Test YV1 SI EW
Individual Investor
Ranked #231,324 out of 740,487 TipRanks' Investors
Success Rate
50%
48 out of 96
profitable transactions
Average Return
10.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.77%
6-Month Return▲ 17.62%
12-Month Return▲ 27.36%
YTD Return▲ 16.92%
Total Return▲ 30.45%

Best Trade

Opened at
Closed at-
Gain▲ 224.49%

Bio

Performance

14.08%0-14.08%
▲ 9.22%
▲ 9.13%
▲ 8.57%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.15%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.56%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.31%
May 2024
▼ 4.86%
▲ 2.92%
▲ 2.02%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%▲ 8.57%
▲ 5.14%▲ 4.57%▲ 6.15%
▼ 1.87%▲ 1.59%▲ 2.56%
▲ 14.08%▲ 5.22%▲ 8.39%
▲ 5.05%▲ 3.27%▲ 4.14%
▼ 12.40%▼ 4.03%▼ 4.17%
▲ 11.46%▲ 5.06%▲ 3.31%
▼ 4.86%▲ 2.92%▲ 2.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
W. R. Berkley Corporation
▼ 4.40%
2
Close
Jun 12, 2024
KKR & Co
2.1%
▼ 2.07%
1
Open
Jun 12, 2024
Flex
▲ 18.30%
3
Close
Jun 06, 2024
Texas Pacific Land
2.71%
▲ 26.47%
1
Open
Jun 05, 2024
Elevance Health
▲ 0.47%
2
Close
May 29, 2024
Adobe
2.28%
▲ 9.99%
1
Open
May 29, 2024
Assurant
▼ 6.99%
2
Close
May 22, 2024
Emerson Electric Company
1.98%
▼ 7.17%
1
Open
May 22, 2024
Corpay Inc
▼ 3.26%
2
Close
May 15, 2024
Jacobs Solutions
▼ 8.58%
2
Close
May 15, 2024
Cencora
▼ 8.08%
2
Close
May 15, 2024
Visa
2.05%
▼ 3.67%
1
Open
May 15, 2024
CDW
▲ 15.99%
3
Close
May 12, 2024
Dover
2.07%
▼ 3.27%
1
Open
May 08, 2024
Molina Healthcare
▲ 14.55%
2
Close
May 01, 2024
American International Group
2.06%
▼ 2.63%
1
Open
May 01, 2024
Jabil
▲ 10.69%
2
Close
Apr 24, 2024
Cboe Global Markets
2%
▼ 6.28%
1
Open
Apr 24, 2024
Accenture
▲ 4.12%
2
Close
Apr 17, 2024
PayPal Holdings
1.99%
▼ 4.15%
1
Open
Apr 17, 2024