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6/21/2024 - New Portfolio

George

6/21/2024
Individual Investor
Ranked #451,632 out of 798,764 TipRanks' Investors
Success Rate
42%
5 out of 12
profitable transactions
Average Return
-1.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.76%
6-Month Return▼ 14.39%
12-Month Return-
YTD Return▼ 16.31%
Total Return▲ 2.18%

Best Trade

Opened at
Closed at-
Gain▲ 58.79%

Bio

Energy, Large Cap, Dividends, Greater Than 20% Projected, Smart Score 10

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 4.21%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 11.63%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.60%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 5.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.32%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 8.10%
Apr 2025
▲ 6.31%
▲ 1.77%
▲ 3.32%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 4.21%
▲ 25.97%▲ 5.96%▲ 11.63%
▲ 5.41%▼ 2.41%▼ 3.60%
▲ 6.02%▲ 2.69%▲ 5.39%
▼ 12.86%▼ 1.27%▼ 7.76%
▼ 1.80%▼ 5.57%▼ 9.32%
▲ 1.74%▼ 0.87%▼ 8.10%
▲ 6.31%▲ 1.77%▲ 3.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Atlas Energy Solutions
0%
▼ 33.06%
2
Sell
Nov 22, 2024
Energy Transfer
0%
▲ 17.85%
2
Sell
Nov 22, 2024
Shell
0%
▼ 2.48%
2
Sell
Oct 31, 2024
Delta Air Lines
0%
▲ 2.81%
2
Sell
Oct 30, 2024
DigitalBridge Group
0%
▼ 36.91%
2
Sell
Oct 29, 2024
Marvell
0%
▼ 14.38%
2
Sell
Oct 29, 2024
Blue Owl Capital
0%
▲ 8.29%
2
Sell
Oct 09, 2024
Golar LNG
0%
▲ 34.11%
2
Sell
Sep 25, 2024
Vistra Energy
0%
▲ 58.79%
2
Sell
Sep 25, 2024
Matador Resources
29.98%
▼ 26.74%
1
Open
Jun 28, 2024
LKQ
40.34%
▼ 1.55%
1
Open
Jun 21, 2024
Northern Oil And Gas
29.68%
▼ 24.13%
1
Open
Jun 21, 2024