tiprankstipranks

New Portfolio Dec 2023 - New Portfolio

dad junk

New Portfolio Dec 2023
Individual Investor
Ranked #315,834 out of 731,863 TipRanks' Investors
Success Rate
46%
10 out of 22
profitable transactions
Average Return
1.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.32%
6-Month Return-
12-Month Return-
YTD Return▲ 2.31%
Total Return▲ 8.08%

Best Trade

Opened at
Closed at
Gain▲ 26.82%

Bio

I use two allocations. This is the "Risk Off" portfolio.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.64%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.14%
Apr 2024
▲ 5.14%
▲ 0.61%
▲ 0.23%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%▲ 5.64%
▼ 1.87%▲ 1.59%▼ 4.33%
▲ 14.08%▲ 5.22%▲ 5.66%
▲ 5.05%▲ 3.27%▲ 6.45%
▼ 12.40%▼ 4.03%▼ 5.14%
▲ 5.14%▲ 0.61%▲ 0.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BlackRock Resources & Commodities Strategy Trust
2.49%
▼ 0.09%
3
Buy
Apr 12, 2024
Central Securities Corp
5.17%
▼ 1.82%
2
Buy
Apr 09, 2024
Nuveen Core Equity Alpha Fund
5.59%
▼ 1.58%
2
Buy
Apr 09, 2024
CBRE Global Real Estate Income Fund
▼ 1.70%
2
Close
Apr 08, 2024
Daqo New Energy
1.53%
▼ 0.63%
5
Open
Apr 02, 2024
Schwab US Dividend Equity ETF
19.43%
▲ 7.38%
2
Sell
Apr 01, 2024
Vanguard Information Technology ETF
5.21%
▲ 2.26%
5
Buy
Apr 01, 2024
Vanguard Total Stock Market ETF
9.48%
▲ 10.12%
4
Sell
Apr 01, 2024
PIMCO Dynamic
▲ 1.11%
4
Close
Dec 21, 2023
Vanguard Short-Term Treasury ETF
▲ 0.62%
3
Close
Dec 12, 2023
Valdor Technology International
0.00%
1
Close
Dec 08, 2023