tiprankstipranks

PA Investments Portfolio - New Portfolio

Steve Lee

PA Investments Portfolio
Individual Investor
Ranked #221,661 out of 730,435 TipRanks' Investors
Success Rate
51%
93 out of 181
profitable transactions
Average Return
6.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.40%
6-Month Return▲ 18.77%
12-Month Return▲ 19.08%
YTD Return▲ 4.99%
Total Return▲ 18.63%

Best Trade

Opened at
Closed at-
Gain▲ 132.70%

Bio

This is my private portfolio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 2.80%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.55%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.14%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.90%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.94%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 1.65%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 2.80%
▼ 6.45%▼ 2.17%▼ 1.55%
▲ 9.22%▲ 9.13%▲ 7.14%
▲ 5.14%▲ 4.57%▲ 3.90%
▼ 1.87%▲ 1.59%▲ 1.39%
▲ 14.08%▲ 5.22%▲ 3.28%
▲ 5.05%▲ 3.27%▲ 1.94%
▼ 13.70%▼ 3.74%▼ 1.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Tesla
0%
▼ 14.86%
5
Open
Aug 24, 2022
Financial Select Sector SPDR Fund
4.63%
▲ 10.82%
2
Sell
Jun 29, 2022
Exxon Mobil
4.46%
▲ 66.05%
2
Sell
Jun 29, 2022
iShares MSCI USA Quality Factor ETF
5.01%
▲ 24.77%
2
Sell
Jun 29, 2022
L3Harris Technologies
2.7%
▼ 4.84%
8
Sell
Jun 29, 2022
International Business Machines
4.74%
▲ 36.48%
9
Sell
Jun 29, 2022
Johnson & Johnson
2.76%
▼ 9.93%
5
Sell
Jun 29, 2022
Iron Mountain
5.62%
▲ 80.06%
8
Sell
Jun 29, 2022
Realty Income
3.05%
▼ 9.62%
2
Sell
Jun 29, 2022
McDonald's
4.3%
▲ 21.24%
6
Sell
Jun 29, 2022
Microsoft
5.12%
▲ 35.97%
2
Sell
Jun 29, 2022
Main Street Capital
4.64%
▲ 26.32%
11
Sell
Jun 29, 2022
Berkshire Hathaway B
5.07%
▲ 24.55%
6
Sell
Jun 29, 2022
Apple
4.27%
▲ 12.08%
8
Sell
Jun 29, 2022
SPDR S&P 500 ETF Trust
6.41%
▲ 19.33%
2
Sell
Jun 29, 2022
Energy Transfer
5.53%
▲ 99.05%
8
Sell
Jun 29, 2022
Technology Select Sector SPDR Fund
4.41%
▲ 30.85%
2
Sell
Jun 29, 2022
Invesco DB Commodity Index Tracking Fund
1.94%
▲ 5.53%
4
Sell
Jun 29, 2022
Costco
6.89%
▲ 44.80%
5
Sell
Jun 29, 2022
NextEra Energy
3.12%
▼ 9.92%
2
Sell
Jun 29, 2022