Primary Portfolio - New Portfolio

Robert Walker

Primary Portfolio
Individual Investor
Ranked #190,745 out of 755,531 TipRanks' Investors
Success Rate
57%
56 out of 98
profitable transactions
Average Return
4.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.34%
6-Month Return▲ 2.18%
12-Month Return▲ 16.01%
YTD Return▲ 6.47%
Total Return▲ 7.06%

Best Trade

Opened at
Closed at-
Gain▲ 113.66%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.18%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.45%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.33%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 5.18%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.61%
▲ 5.05%▲ 3.27%▲ 1.52%
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 3.18%
▼ 2.25%▲ 3.53%▲ 2.45%
▲ 25.76%▲ 1.21%▲ 3.22%
▼ 4.21%▲ 2.34%▲ 1.33%
▼ 12.37%▼ 4.14%▼ 5.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
3.06%
▲ 7.96%
5
Buy
Jul 15, 2024
Constellation Software
3.02%
▲ 15.13%
4
Buy
Jul 15, 2024
Taiwan Semiconductor Manufacturing
2.26%
▲ 15.14%
4
Buy
Jul 15, 2024
CoStar Group
1.9%
▼ 6.97%
2
Buy
Jul 05, 2024
MongoDB
2.58%
▲ 8.97%
3
Buy
Jul 05, 2024
Nvidia
8.06%
▲ 48.74%
2
Buy
Jul 02, 2024
Tourmaline Oil
2.42%
▼ 0.97%
3
Buy
Jul 02, 2024
DREAM Unlimited Cl A
▼ 9.78%
2
Close
Jul 02, 2024
BWX Technologies
4.17%
▲ 22.82%
3
Buy
Jun 24, 2024
Loews
3.63%
▲ 15.40%
4
Buy
Jun 24, 2024
Lululemon Athletica
1.82%
▼ 31.25%
4
Buy
Jun 24, 2024
Microsoft
3.94%
▼ 1.75%
2
Buy
Jun 24, 2024
Alphabet Class C
3.53%
▲ 1.81%
4
Buy
Jun 24, 2024
Costco
4.3%
▲ 28.36%
3
Buy
Jun 24, 2024
Aercap Holdings
4.06%
▲ 9.46%
2
Buy
Jun 24, 2024
Mastercard
2.34%
▲ 1.75%
2
Buy
Jun 24, 2024
Eli Lilly & Co
2.36%
▲ 12.33%
3
Buy
Jun 24, 2024
Telus
▼ 3.97%
6
Close
May 23, 2024
Sea
3.96%
▲ 63.05%
3
Sell
Apr 29, 2024
Intellia Therapeutics
2%
▼ 12.12%
2
Buy
Apr 29, 2024