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AFSIR II - New Portfolio

AFSIR II
Individual Investor
Ranked #270,252 out of 730,653 TipRanks' Investors
Success Rate
54%
15 out of 28
profitable transactions
Average Return
2.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.84%
6-Month Return-
12-Month Return-
YTD Return▼ 4.85%
Total Return▲ 4.02%

Best Trade

Opened at
Closed at-
Gain▲ 40.18%

Bio

Adapt. Focus. Strategize. Repeat

Performance

15.59%0-15.59%
▼ 4.52%
▼ 4.74%
Sep 2023
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.33%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.56%
Mar 2024
▼ 15.59%
▼ 2.83%
▼ 5.84%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%▲ 9.33%
▼ 1.87%▲ 1.59%▼ 7.81%
▲ 14.08%▲ 5.22%▲ 0.05%
▲ 5.05%▲ 3.27%▲ 9.56%
▼ 15.59%▼ 2.83%▼ 5.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Air Transport Services
10.91%
▼ 5.79%
6
Buy
Mar 19, 2024
Embraer SA
10.24%
▲ 40.18%
2
Sell
Mar 19, 2024
JetBlue Airways
3.48%
▲ 4.00%
3
Buy
Feb 13, 2024
Arrow Electronics
4.43%
▲ 15.22%
2
Buy
Feb 13, 2024
Nutrien
5.27%
▲ 2.80%
2
Buy
Feb 07, 2024
Spirit Airlines
▼ 60.34%
3
Close
Jan 17, 2024
GoodYear Tire
3.56%
▼ 18.23%
2
Sell
Jan 17, 2024
Unity Software
0%
▼ 26.05%
3
Sell
Dec 26, 2023
Generac Holdings
7.47%
▲ 14.04%
2
Sell
Dec 19, 2023
Walgreens Boots Alliance
▼ 13.89%
2
Sell
Dec 19, 2023
Qualcomm
6.3%
▲ 28.13%
1
Open
Dec 04, 2023
Petroleo Brasileiro SA- Petrobras
5.58%
▲ 18.35%
1
Open
Dec 04, 2023
Magna International
6.69%
▼ 11.58%
1
Open
Dec 04, 2023
Meta Platforms
5.16%
▲ 38.67%
1
Open
Dec 04, 2023
Kohl's
2.8%
▼ 0.16%
1
Open
Dec 04, 2023
Alphabet Class C
4.97%
▲ 32.96%
1
Open
Dec 04, 2023
Cemex SAB
5.51%
▲ 17.47%
1
Open
Dec 04, 2023
Chevron
5.56%
▲ 15.76%
1
Open
Dec 04, 2023
BHP Group
7.97%
▼ 5.74%
1
Open
Dec 04, 2023