New Portfolio - New Portfolio

John Whitmer

New Portfolio
Individual Investor
Ranked #64,972 out of 757,103 TipRanks' Investors
Success Rate
70%
75 out of 107
profitable transactions
Average Return
7.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.60%
6-Month Return▼ 7.40%
12-Month Return▲ 4.77%
YTD Return▼ 5.73%
Total Return▲ 34.16%

Best Trade

Opened at
Closed at-
Gain▲ 99.15%

Bio

Daddy Buffett's Value Barn

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 10.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.48%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.63%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.49%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.69%
Aug 2024
▼ 1.18%
▼ 0.15%
▲ 0.49%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 10.55%
▲ 5.05%▲ 3.27%▲ 5.47%
▼ 12.40%▼ 4.03%▼ 9.16%
▲ 11.46%▲ 5.06%▲ 3.48%
▼ 2.25%▲ 3.53%▼ 7.63%
▲ 25.76%▲ 1.21%▲ 4.49%
▼ 4.21%▲ 2.34%▼ 3.69%
▼ 1.18%▼ 0.15%▲ 0.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wabash National
4.35%
▲ 1.86%
1
Open
Aug 14, 2024
Axos Financial
▲ 35.65%
4
Close
Jul 21, 2024
Invesco S&P 500 Momentum ETF
4.35%
▲ 2.85%
1
Open
Jun 24, 2024
Vanguard Total Bond Market ETF
4.35%
▲ 5.07%
1
Open
Jun 24, 2024
iShares 0-3 Month Treasury Bond ETF
4.35%
▲ 1.25%
1
Open
Jun 24, 2024
Texas Pacific Land
▲ 32.38%
4
Close
Jun 10, 2024
East West Bancorp
4.35%
▲ 10.29%
1
Open
May 31, 2024
Haverty
4.35%
▼ 5.08%
1
Open
May 31, 2024
Comcast
4.35%
▼ 1.36%
1
Open
Apr 09, 2024
Globe Life
4.35%
▼ 1.04%
1
Open
Apr 09, 2024
Perion Network
4.35%
▼ 38.24%
1
Open
Apr 09, 2024
Cigna
▲ 35.63%
4
Close
Apr 06, 2024
Exxon Mobil
▲ 22.13%
2
Close
Apr 06, 2024
Crocs
▲ 47.81%
2
Close
Mar 24, 2024
Barrett Business Services
▲ 21.93%
4
Close
Mar 07, 2024
Nvidia
▲ 38.67%
2
Close
Jan 30, 2024
Ovintiv
4.35%
▼ 5.19%
1
Open
Jan 29, 2024
Mueller Industries
▲ 30.68%
2
Close
Jan 26, 2024
Livent
▼ 3.05%
2
Close
Jan 03, 2024
Arcadium Lithium Plc
4.35%
▼ 63.73%
1
Open
Jan 03, 2024