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New Portfolio Apr 2024 - New Portfolio
Andrew Carlssin
New Portfolio Apr 2024Individual Investor
Ranked #72,588 out of 800,430 TipRanks' Investors
Success Rate
44 out of 59
profitable transactions
profitable transactions
Average Return
15.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 14.41%
6-Month Return▲ 8.08%
12-Month Return▲ 27.57%
YTD Return▲ 0.43%
Total Return▲ 28.89%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.87%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 6.53%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.62%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.84%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 5.42%
May 2025
▲ 9.99%▼ 0.89%▲ 0.60%
▲ 25.97%▲ 5.96%▲ 4.87%
▲ 5.42%▼ 2.41%▲ 6.53%
▲ 6.01%▲ 2.69%▲ 3.43%
▼ 12.86%▼ 1.27%▼ 2.18%
▼ 1.80%▼ 5.57%▼ 6.62%
▲ 1.76%▼ 0.87%▲ 0.84%
▲ 11.20%▲ 5.11%▲ 5.42%
Recent Activity
Microsoft
0%
▲ 7.83%
3
Sell
Nov 11, 2024
Tesla
18.63%
▲ 57.48%
4
Buy
Oct 11, 2024
JPMorgan Chase
16.22%
▲ 27.62%
5
Buy
Oct 02, 2024
RTX
0.52%
▲ 9.77%
2
Buy
Oct 02, 2024
AbbVie
11.53%
▼ 2.18%
8
Buy
Sep 29, 2024
Dell Technologies
―
▲ 8.53%
2
Close
Sep 27, 2024
American Express
8.89%
▲ 16.29%
4
Buy
Sep 24, 2024
Apple
7.48%
▼ 7.22%
6
Buy
Sep 12, 2024
Broadcom
14.28%
▲ 56.70%
7
Buy
Sep 12, 2024
Ares Capital
15.61%
▲ 10.15%
6
Buy
Sep 03, 2024
Lockheed Martin
―
▲ 0.62%
2
Close
Sep 03, 2024
Vanguard Dividend Appreciation ETF
6.84%
▲ 4.83%
3
Buy
Aug 26, 2024
Berkshire Hathaway B
―
▲ 1.32%
2
Close
Jul 31, 2024
McDonald's
―
▲ 4.75%
2
Close
Jul 31, 2024
Texas Instruments
―
▲ 3.46%
2
Close
Jul 31, 2024
Bank of America
―
▲ 12.50%
2
Close
Jul 24, 2024
Chevron
―
▼ 3.26%
2
Close
Jul 24, 2024
Kraft Heinz
―
▼ 12.36%
2
Close
Jul 24, 2024
Coca-Cola
―
▲ 9.53%
2
Close
Jul 24, 2024
Moody's
―
▲ 14.62%
2
Close
Jul 24, 2024