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Living Trust - New Portfolio

Craig Cooper

Living Trust
Individual Investor
Ranked #319,478 out of 800,430 TipRanks' Investors
Success Rate
49%
71 out of 144
profitable transactions
Average Return
10.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.10%
6-Month Return▲ 0.24%
12-Month Return▲ 9.28%
YTD Return▲ 0.05%
Total Return▲ 28.09%

Best Trade

Opened at
Closed at
Gain▲ 948.27%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.01%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 2.25%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 5.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.26%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.25%
Apr 2025
▲ 9.98%
▲ 5.15%
▲ 4.95%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.21%
▲ 25.97%▲ 5.96%▲ 7.01%
▲ 5.42%▼ 2.41%▼ 2.25%
▲ 6.01%▲ 2.69%▲ 5.43%
▼ 12.86%▼ 1.27%▼ 1.26%
▼ 1.80%▼ 5.57%▼ 7.26%
▲ 1.76%▼ 0.87%▼ 1.25%
▲ 9.98%▲ 5.15%▲ 4.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
2.47%
▲ 2.67%
18
Sell
May 19, 2025
OneMain Holdings
1.52%
▼ 5.45%
4
Buy
May 16, 2025
Jasper Therapeutics
0.42%
▼ 2.63%
1
Buy
May 16, 2025
CrowdStrike Holdings
1.26%
▲ 1.81%
1
Buy
May 13, 2025
LPL Financial
2.19%
▲ 0.73%
1
Buy
May 13, 2025
Chewy
▲ 29.79%
3
Sell
May 06, 2025
Verizon
3.48%
▲ 1.52%
10
Buy
May 02, 2025
Applied Materials
▼ 3.11%
3
Close
Apr 08, 2025
Energy Transfer
▲ 3.92%
6
Close
Apr 08, 2025
Alphabet Class C
▲ 18.79%
4
Close
Apr 08, 2025
Flutter Entertainment PLC
▼ 7.28%
2
Close
Apr 08, 2025
89bio
▼ 43.11%
2
Close
Apr 08, 2025
International Business Machines
▼ 13.17%
2
Close
Apr 08, 2025
ASML Holding
▼ 5.83%
3
Sell
Apr 05, 2025
3M
▼ 3.42%
4
Sell
Apr 05, 2025
Delta Air Lines
▼ 23.15%
3
Close
Apr 04, 2025
Cisco Systems
0.73%
▲ 3.02%
2
Sell
Apr 04, 2025
Progressive
▲ 11.31%
2
Close
Apr 04, 2025
Hewlett Packard Enterprise
▼ 37.36%
2
Close
Apr 04, 2025
Nike
▼ 9.66%
3
Sell
Mar 27, 2025