New Portfolio - New Portfolio

evan t

New Portfolio
Individual Investor
Ranked #59,605 out of 748,626 TipRanks' Investors
Success Rate
95%
20 out of 21
profitable transactions
Average Return
14.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.23%
6-Month Return▲ 16.28%
12-Month Return▲ 26.84%
YTD Return▲ 18.16%
Total Return▲ 26.82%

Best Trade

Opened at
Closed at-
Gain▲ 53.66%

Bio

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Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 3.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.37%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.71%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.02%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.50%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.40%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 1.06%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.74%
▼ 1.87%▲ 1.59%▲ 1.16%
▲ 14.08%▲ 5.22%▲ 6.37%
▲ 5.05%▲ 3.27%▲ 5.71%
▼ 12.40%▼ 4.03%▼ 3.02%
▲ 11.46%▲ 5.06%▲ 3.50%
▼ 2.25%▲ 3.53%▲ 2.40%
▲ 24.77%▼ 1.07%▲ 1.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
5.72%
▲ 3.96%
3
Buy
Jun 05, 2024
MPLX
19.09%
▲ 15.63%
3
Buy
Jun 05, 2024
Invesco QQQ Trust
17.05%
▲ 9.47%
3
Buy
Jun 05, 2024
Vanguard S&P 500 ETF
16.83%
▲ 9.56%
3
Buy
Jun 05, 2024
Western Midstream Partners
11.2%
▲ 33.63%
3
Buy
Jun 05, 2024
SPDR S&P Homebuilders ETF
7.74%
▲ 20.54%
3
Buy
Jun 05, 2024
Energy Select Sector SPDR Fund
22.36%
▲ 7.69%
3
Buy
Jun 05, 2024