tiprankstipranks

Core Portfolio - New Portfolio

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #196,980 out of 728,988 TipRanks' Investors
Success Rate
55%
32 out of 58
profitable transactions
Average Return
5.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.20%
6-Month Return▲ 16.11%
12-Month Return▲ 12.40%
YTD Return▲ 4.07%
Total Return▲ 0.65%

Best Trade

Opened at
Closed at-
Gain▲ 77.21%

Bio

Private (amateur) investor, investing spare cash and excess income on a monthly basis. Portfolio showing investments from August 2020 at contemporaneous prices with approximately 1-2 trades per month. Broadly following a buy-and-hold strategy

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 1.28%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.78%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.11%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.91%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.05%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 4.85%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.28%
▼ 6.45%▼ 2.17%▼ 1.78%
▲ 9.22%▲ 9.13%▲ 7.11%
▲ 5.14%▲ 4.57%▲ 5.91%
▼ 1.87%▲ 1.59%▲ 0.53%
▲ 14.08%▲ 5.22%▲ 3.57%
▲ 5.05%▲ 3.27%▲ 5.05%
▼ 24.26%▼ 4.50%▼ 4.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Chevron
3.51%
▼ 2.95%
2
Buy
Apr 02, 2024
Pfizer
2.06%
▼ 26.82%
2
Buy
Mar 01, 2024
Costco
2.39%
▲ 11.55%
2
Buy
Mar 01, 2024
CVS Health
4.35%
▼ 12.25%
4
Buy
Feb 01, 2024
Stellantis
4.91%
▲ 30.01%
3
Buy
Jan 03, 2024
Salesforce
3.19%
▲ 3.52%
2
Buy
Jan 03, 2024
Amazon
6.18%
▲ 12.33%
2
Buy
Jan 03, 2024
Enbridge
4.12%
▼ 2.31%
3
Buy
Nov 20, 2023
Altria Group
2.2%
▲ 2.73%
1
Open
Oct 06, 2023
CrowdStrike Holdings
6.2%
▲ 56.87%
2
Buy
Aug 01, 2023
Abbott Labs
▼ 7.65%
3
Close
Jul 21, 2023
BP
6.11%
▲ 29.27%
2
Buy
Jul 05, 2023
Honda Motor Company
4.32%
▲ 12.84%
2
Buy
Jun 01, 2023
Lowe's
1.94%
▲ 11.60%
1
Open
May 01, 2023
Verizon
3.96%
▲ 4.45%
2
Buy
Apr 03, 2023
AT&T
4.09%
▼ 7.92%
2
Buy
Mar 22, 2023
Sony Group
3.43%
▼ 15.41%
2
Buy
Feb 02, 2023
Bank Of Nova Scotia
2.6%
▼ 12.29%
2
Buy
Jan 07, 2023
Devon Energy
1.49%
▼ 17.55%
1
Open
Dec 01, 2022
Berkshire Hathaway B
5.47%
▲ 37.05%
2
Buy
Nov 01, 2022