tiprankstipranks

New Portfolio - New Portfolio

Kevin Kwan

New Portfolio
Individual Investor
Ranked #117,628 out of 746,079 TipRanks' Investors
Success Rate
83%
19 out of 23
profitable transactions
Average Return
10.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.13%
6-Month Return▲ 10.86%
12-Month Return-
YTD Return▲ 12.92%
Total Return▲ 26.59%

Best Trade

Opened at
Closed at
Gain▲ 40.19%

Bio

Performance

21.80%0-21.80%
▲ 5.14%
▲ 4.57%
▲ 5.26%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.59%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.19%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.98%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.53%
Jun 2024
▲ 21.80%
▲ 2.90%
▲ 2.79%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.26%
▼ 1.87%▲ 1.59%▲ 5.45%
▲ 14.08%▲ 5.22%▲ 5.59%
▲ 5.05%▲ 3.27%▲ 2.52%
▼ 12.40%▼ 4.03%▼ 2.19%
▲ 11.46%▲ 5.06%▲ 1.98%
▼ 2.25%▲ 3.53%▼ 3.53%
▲ 21.80%▲ 2.90%▲ 2.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Diageo
▲ 0.32%
2
Close
May 14, 2024
Unilever
▲ 12.50%
2
Close
May 14, 2024
Greggs plc
12.5%
▲ 4.54%
1
Open
May 14, 2024
Amazon
▲ 30.62%
2
Close
May 13, 2024
Meta Platforms
▲ 40.19%
2
Close
May 13, 2024
Alphabet Class A
▲ 23.52%
2
Close
May 13, 2024
Walmart
▲ 17.38%
2
Close
May 13, 2024
Shell
12.5%
▼ 0.53%
1
Open
May 13, 2024
GlaxoSmithKline
▲ 6.34%
2
Close
Feb 05, 2024
National Grid
12.5%
▲ 2.50%
1
Open
Jan 31, 2024
GlaxoSmithKline
12.5%
▼ 1.50%
1
Open
Jan 31, 2024
Microsoft
▲ 8.62%
2
Close
Jan 30, 2024
Nvidia
▲ 26.88%
2
Close
Jan 30, 2024
Netflix
▲ 20.54%
2
Close
Jan 30, 2024
AT&T
▲ 3.87%
2
Close
Jan 11, 2024
Home Depot
▲ 17.13%
2
Close
Jan 11, 2024
Apple
▲ 4.01%
2
Close
Jan 02, 2024
Teladoc
▲ 29.61%
2
Close
Jan 02, 2024
ASOS plc
▲ 3.74%
2
Close
Jan 02, 2024
Reckitt
12.5%
▼ 17.82%
1
Open
Jan 02, 2024