tiprankstipranks

****9972 - New Portfolio

Eric Messenger

****9972
Individual Investor
Ranked #261,420 out of 730,641 TipRanks' Investors
Success Rate
51%
78 out of 153
profitable transactions
Average Return
3.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.31%
6-Month Return▲ 23.68%
12-Month Return-
YTD Return▲ 4.74%
Total Return▲ 7.51%

Best Trade

Opened at
Closed at
Gain▲ 98.19%

Bio

Retirement account

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 5.53%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.50%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.71%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.07%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.67%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.13%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 1.31%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.53%
▼ 6.45%▼ 2.17%▼ 5.50%
▲ 9.22%▲ 9.13%▲ 6.71%
▲ 5.14%▲ 4.57%▲ 9.07%
▼ 1.87%▲ 1.59%▼ 2.60%
▲ 14.08%▲ 5.22%▲ 2.67%
▲ 5.05%▲ 3.27%▲ 6.13%
▼ 14.47%▼ 2.83%▼ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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iShares Core Aggressive Allocation ETF
▲ 10.78%
2
Close
Mar 30, 2024
Verizon
▲ 16.59%
4
Close
Mar 30, 2024
Main Street Capital
▲ 11.85%
7
Close
Mar 30, 2024
Meta Platforms
▲ 19.76%
4
Sell
Mar 30, 2024
CVS Health
▲ 6.58%
5
Close
Mar 30, 2024
NextEra Energy
▲ 10.48%
3
Close
Mar 30, 2024
Microchip
▲ 3.65%
4
Sell
Mar 30, 2024
Booking Holdings
▲ 6.19%
4
Close
Mar 30, 2024
Agco
▲ 2.41%
5
Close
Mar 30, 2024
ASML Holding
▲ 37.42%
3
Sell
Mar 30, 2024
Arch Capital Group
▲ 16.50%
3
Close
Mar 30, 2024
Cf Industries Holdings
▲ 7.89%
5
Sell
Mar 30, 2024
JPMorgan Chase & Co.
▲ 16.31%
2
Close
Mar 30, 2024
Innovative Industrial Properties
9.77%
▲ 13.36%
7
Buy
Mar 29, 2024
Realty Income
6.72%
▼ 3.13%
8
Buy
Mar 29, 2024
EPR Properties
5.79%
▼ 9.41%
7
Buy
Mar 29, 2024
Medical Properties
12.14%
▲ 1.31%
9
Buy
Mar 29, 2024
Alphabet Class A
20.83%
▲ 29.74%
5
Buy
Mar 29, 2024
Brookfield Renewable
6.64%
▼ 13.60%
4
Buy
Mar 29, 2024
Pfizer
7.63%
▼ 16.03%
12
Buy
Mar 29, 2024