New Portfolio - New Portfolio

AJP

New Portfolio
Individual Investor
Ranked #109,340 out of 748,626 TipRanks' Investors
Success Rate
79%
15 out of 19
profitable transactions
Average Return
19.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.17%
6-Month Return▲ 12.55%
12-Month Return-
YTD Return▲ 17.66%
Total Return▲ 27.61%

Best Trade

Opened at
Closed at-
Gain▲ 43.97%

Bio

Large and Mega Cap stocks with low P/E ratios and With STRONG BUY Analyst recommendations.

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 5.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.37%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.35%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 1.46%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.76%
▼ 1.87%▲ 1.59%▲ 3.37%
▲ 14.08%▲ 5.22%▲ 8.00%
▲ 5.05%▲ 3.27%▲ 2.54%
▼ 12.40%▼ 4.03%▼ 3.88%
▲ 11.46%▲ 5.06%▲ 5.00%
▼ 2.25%▲ 3.53%▲ 3.35%
▲ 24.77%▼ 1.07%▼ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BorgWarner
7.57%
▼ 9.63%
1
Open
Dec 31, 2023
Delta Air Lines
10.18%
▲ 8.52%
1
Open
Dec 31, 2023
Apple
3.35%
▲ 15.00%
2
Buy
Dec 12, 2023
Alphabet Class C
▼ 0.39%
3
Close
Dec 12, 2023
AbbVie
2.85%
▲ 28.69%
2
Buy
Dec 12, 2023
Meta Platforms
7.16%
▲ 38.85%
2
Buy
Dec 11, 2023
Amazon
14.03%
▲ 24.70%
2
Buy
Dec 11, 2023
American Express
18.9%
▲ 43.97%
2
Buy
Dec 11, 2023
Invesco QQQ Trust
7.12%
▲ 16.50%
1
Open
Dec 11, 2023
Microsoft
13.08%
▲ 13.10%
1
Open
Dec 11, 2023
JPMorgan Chase & Co.
9.79%
▲ 33.47%
1
Open
Dec 11, 2023
Visa
5.98%
▼ 0.72%
1
Open
Dec 11, 2023
Tesla
▲ 7.17%
2
Close
Dec 10, 2023