Brokerage Account - 7946 - New Portfolio

dallas111

Brokerage Account - 7946
Individual Investor
Ranked #181,274 out of 757,492 TipRanks' Investors
Success Rate
50%
242 out of 487
profitable transactions
Average Return
21.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.71%
6-Month Return▲ 8.41%
12-Month Return▲ 29.82%
YTD Return▲ 18.46%
Total Return▲ 121.65%

Best Trade

Opened at
Closed at-
Gain▲ 439.72%

Bio

Just value investing

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.96%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.66%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.87%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.70%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 2.52%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.55%
▲ 5.05%▲ 3.27%▲ 5.66%
▼ 12.40%▼ 4.03%▼ 2.01%
▲ 11.46%▲ 5.06%▲ 4.96%
▼ 2.25%▲ 3.53%▼ 0.66%
▲ 25.76%▲ 1.21%▲ 1.87%
▼ 4.21%▲ 2.34%▲ 0.70%
▲ 5.59%▲ 1.30%▲ 2.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Magellan Midstream
▲ 43.40%
11
Close
Sep 25, 2023
Oneok
0.83%
▲ 40.92%
1
Buy
Sep 25, 2023
GE Healthcare Technologies Inc
0.06%
▲ 49.81%
1
Buy
Jan 04, 2023
Vanguard Value ETF
1.19%
▲ 40.98%
4
Buy
Jun 29, 2022
Telefonica
0.46%
▲ 5.11%
4
Buy
Jun 28, 2022
TRONOX
0.12%
▼ 37.46%
4
Buy
Jun 25, 2022
Defiance Connective Technologies ETF
0.01%
▲ 23.26%
3
Buy
Jun 25, 2022
Tencent Holdings
0.67%
▼ 16.94%
9
Buy
Jun 24, 2022
ProShares UltraPro QQQ
5.85%
▲ 38.77%
12
Buy
Jun 17, 2022
Organon
0.21%
▼ 15.97%
10
Buy
Jun 17, 2022
Vanguard S&P 500 ETF
8.88%
▲ 74.73%
7
Buy
Jun 17, 2022
Barrick Gold
1.05%
▼ 10.27%
15
Buy
Jun 17, 2022
iShares Core S&P 500 ETF
9.61%
▲ 62.20%
5
Buy
Jun 16, 2022
JD
1.08%
▼ 57.53%
12
Buy
Jun 16, 2022
iShares China Large-Cap ETF
0.91%
▼ 26.80%
6
Buy
Jun 16, 2022
Microsoft
0.78%
▲ 61.53%
3
Buy
Jun 14, 2022
Direxion Daily Energy Bull 2x Shares
0.52%
▲ 194.36%
44
Sell
Jun 08, 2022
Conduent
0.67%
▲ 80.18%
2
Sell
Jun 07, 2022
Enbridge
1.57%
▲ 3.06%
9
Buy
Jun 03, 2022
Volkswagen AG
0.13%
▼ 68.76%
9
Buy
Jun 03, 2022