tiprankstipranks

New Portfolio - New Portfolio

msl@levisfinancial.com

New Portfolio
Individual Investor
Ranked #178,169 out of 731,863 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
6.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.39%
6-Month Return▲ 6.51%
12-Month Return▲ 6.87%
YTD Return▲ 3.03%
Total Return▲ 7.26%

Best Trade

Opened at
Closed at-
Gain▲ 38.95%

Bio

High dividend yield with moderate growth potential

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 5.42%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.16%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.85%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.46%
Apr 2024
▲ 5.14%
▲ 0.61%
▲ 2.36%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.42%
▲ 9.22%▲ 9.13%▲ 6.16%
▲ 5.14%▲ 4.57%▲ 3.85%
▼ 1.87%▲ 1.59%▲ 0.08%
▲ 14.08%▲ 5.22%▲ 1.85%
▲ 5.05%▲ 3.27%▲ 4.44%
▼ 12.40%▼ 4.03%▼ 5.46%
▲ 5.14%▲ 0.61%▲ 2.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vodafone
12.12%
▲ 0.83%
2
Buy
Feb 23, 2024
AT&T
▲ 9.07%
3
Close
Feb 04, 2024
British American Tobacco
22.5%
▼ 11.07%
2
Buy
May 02, 2023
Energy Transfer
23.84%
▲ 37.80%
2
Buy
May 02, 2023
Ford Motor
20.54%
▲ 12.86%
2
Buy
May 02, 2023
MPLX
20.33%
▲ 32.11%
2
Buy
May 02, 2023
Warner Bros
0.68%
▼ 37.08%
2
Buy
May 02, 2023