JOINT WROS - New Portfolio

AggressiveInvestor100

JOINT WROS
Individual Investor
Ranked #61,420 out of 757,103 TipRanks' Investors
Success Rate
60%
186 out of 310
profitable transactions
Average Return
29.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.78%
6-Month Return▼ 1.44%
12-Month Return▼ 16.85%
YTD Return▼ 7.16%
Total Return▲ 12.32%

Best Trade

Opened at
Closed at-
Gain▲ 320.22%

Bio

Mix Bag of Value & Growth

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.21%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.44%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.13%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.35%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 2.47%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.11%
▲ 5.05%▲ 3.27%▼ 0.79%
▼ 12.40%▼ 4.03%▼ 2.09%
▲ 11.46%▲ 5.06%▲ 4.21%
▼ 2.25%▲ 3.53%▼ 7.44%
▲ 25.76%▲ 1.21%▲ 4.13%
▼ 4.21%▲ 2.34%▼ 3.35%
▲ 1.03%▼ 0.11%▼ 2.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Albertsons Companies
13.19%
▼ 16.32%
9
Buy
Nov 16, 2022
Oneok
24.7%
▲ 154.39%
12
Buy
Nov 12, 2022
Exela Technologies
0.07%
▼ 99.84%
2
Buy
Nov 04, 2022
Exxon Mobil
30.48%
▲ 65.13%
16
Buy
Nov 04, 2022
Chord Energy
18.42%
▲ 172.75%
2
Buy
Nov 04, 2022
Whiting Petroleum Corporation
▲ 204.77%
6
Close
Jul 01, 2022
Mesa Air Group
2.91%
▼ 64.72%
2
Buy
May 07, 2022
Norwegian Cruise Line
▼ 16.02%
2
Close
Jan 25, 2022
Delta Air Lines
▼ 3.20%
2
Close
Jan 25, 2022
Paramount Global Class B
▼ 20.72%
5
Close
Jan 25, 2022
Cineverse
3.7%
▼ 96.99%
3
Sell
Nov 03, 2021
Frontline
▲ 47.93%
4
Close
Nov 03, 2021
Hyliion Holdings
3.05%
▼ 81.81%
3
Buy
Aug 19, 2021
American Airlines
▲ 9.17%
2
Close
Aug 14, 2021
United Airlines Holdings
▲ 49.43%
3
Close
Jul 24, 2021
United Natural Foods
▲ 93.47%
2
Close
Jul 24, 2021
Pfizer
▲ 0.05%
3
Close
Apr 27, 2021
Designer Brands
▲ 166.97%
3
Close
Apr 24, 2021
Hawaiian Holdings
▲ 78.92%
2
Close
Apr 20, 2021
Northern Oil And Gas
▲ 114.52%
2
Close
Apr 20, 2021