Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #15,242 out of 756,193 TipRanks' Investors
Success Rate
91%
52 out of 57
profitable transactions
Average Return
25.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.63%
6-Month Return▲ 14.59%
12-Month Return-
YTD Return▲ 14.82%
Total Return▲ 14.82%

Best Trade

Opened at
Closed at-
Gain▲ 87.88%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.17%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.35%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.55%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.64%
Aug 2024
▼ 7.75%
▼ 2.64%
▼ 1.10%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 8.20%
▼ 12.40%▼ 4.03%▼ 7.09%
▲ 11.46%▲ 5.06%▲ 6.17%
▼ 2.25%▲ 3.53%▲ 1.35%
▲ 25.76%▲ 1.21%▲ 3.55%
▼ 4.21%▲ 2.34%▲ 3.64%
▼ 7.75%▼ 2.64%▼ 1.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadstone Net Lease
0.22%
▲ 23.75%
4
Buy
Jul 18, 2024
Bank of America
0.87%
▲ 30.24%
3
Buy
Jul 18, 2024
PepsiCo
0.95%
▲ 1.95%
2
Buy
Jul 18, 2024
SPDR Portfolio Developed World ex-US ETF
1.1%
▲ 23.65%
3
Buy
Jul 18, 2024
US Bancorp
1.45%
▲ 32.07%
3
Buy
Jul 18, 2024
Vanguard FTSE Europe ETF
1.31%
▲ 24.41%
2
Buy
Jul 18, 2024
Kimberly Clark
2.25%
▲ 10.96%
3
Buy
Jul 18, 2024
Vanguard Growth ETF
1.9%
▲ 43.83%
2
Buy
Jul 18, 2024
Vanguard Dividend Appreciation ETF
2.52%
▲ 62.93%
2
Buy
Jul 18, 2024
Kraft Heinz
3.43%
▲ 0.12%
3
Buy
Jul 18, 2024
Walmart
3.69%
▲ 85.64%
3
Buy
Jul 18, 2024
Main Street Capital
3.2%
▲ 18.78%
3
Buy
Jul 18, 2024
Schwab US Dividend Equity ETF
4.78%
▲ 9.64%
3
Buy
Jul 18, 2024
Vanguard S&P 500 ETF
14.76%
▲ 33.40%
3
Buy
Jul 18, 2024
JPMorgan Equity Premium Income ETF
17.97%
▲ 6.63%
3
Buy
Jul 18, 2024
Realty Income
23.18%
▲ 5.30%
3
Buy
Jul 18, 2024
McDonald's
0.76%
▲ 11.31%
2
Buy
Jun 21, 2024
ClearBridge Energy Midstream Opportunity Fund Inc
0.81%
▲ 63.74%
2
Buy
Jun 21, 2024
Microsoft
1.64%
▲ 55.66%
2
Buy
Jun 21, 2024
Johnson & Johnson
2.22%
▼ 1.39%
2
Buy
Jun 21, 2024