New Portfolio Jun 2023 - New Portfolio

F05668D2

New Portfolio Jun 2023
Individual Investor
Ranked #83,459 out of 757,311 TipRanks' Investors
Success Rate
85%
22 out of 26
profitable transactions
Average Return
14.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.23%
6-Month Return▲ 10.72%
12-Month Return▲ 16.59%
YTD Return▲ 13.23%
Total Return▲ 16.06%

Best Trade

Opened at
Closed at-
Gain▲ 88.93%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.35%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.25%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.78%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.71%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.55%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 4.34%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.35%
▲ 5.05%▲ 3.27%▲ 6.25%
▼ 12.40%▼ 4.03%▼ 3.37%
▲ 11.46%▲ 5.06%▲ 5.22%
▼ 2.25%▲ 3.53%▼ 5.78%
▲ 25.76%▲ 1.21%▲ 6.71%
▼ 4.21%▲ 2.34%▲ 0.55%
▲ 2.65%▼ 0.40%▲ 4.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
6.87%
▲ 20.54%
1
Open
Mar 25, 2024
Realty Income
6.79%
▲ 21.36%
2
Buy
Mar 08, 2024
HP
6.77%
▲ 24.56%
1
Open
Feb 09, 2024
Medical Properties
5.61%
▲ 23.16%
3
Buy
Jan 08, 2024
American Financial Group
6.65%
▲ 21.52%
1
Open
Dec 08, 2023
Norfolk Southern
7.35%
▲ 19.55%
1
Open
Nov 18, 2023
Main Street Capital
▲ 4.16%
5
Close
Sep 15, 2023
Vodafone
▲ 3.14%
2
Close
Sep 15, 2023
Western Union
2.95%
▲ 7.40%
1
Open
Aug 07, 2023
Amcor
5.89%
▲ 17.14%
1
Open
Jul 21, 2023
Whirlpool
▲ 9.39%
3
Close
Jul 14, 2023
VICI Properties
6.38%
▲ 10.98%
1
Open
Jul 12, 2023
Pfizer
5.77%
▼ 11.48%
1
Open
Jul 12, 2023
Walgreens Boots Alliance
1.83%
▼ 66.93%
2
Buy
Jun 29, 2023
Ares Capital
3.43%
▲ 27.05%
1
Open
Jun 23, 2023
Hasbro
6.99%
▲ 26.24%
1
Open
Jun 23, 2023
International Business Machines
5.2%
▲ 73.13%
1
Open
Jun 23, 2023
Kinder Morgan
5.25%
▲ 43.25%
1
Open
Jun 23, 2023
Altria Group
3.66%
▲ 29.99%
1
Open
Jun 23, 2023
TotalEnergies
4.04%
▲ 25.00%
1
Open
Jun 23, 2023