tiprankstipranks

New Portfolio - New Portfolio

donw68

New Portfolio
Individual Investor
Ranked #162,808 out of 730,435 TipRanks' Investors
Success Rate
56%
87 out of 156
profitable transactions
Average Return
6.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.22%
6-Month Return▲ 13.27%
12-Month Return▲ 4.55%
YTD Return▲ 4.63%
Total Return▲ 38.56%

Best Trade

Opened at
Closed at
Gain▲ 102.24%

Bio

Don's portfolio

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 5.94%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 2.52%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.73%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 0.71%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.84%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.05%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 1.65%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.94%
▼ 6.45%▼ 2.17%▲ 2.52%
▲ 9.22%▲ 9.13%▲ 4.73%
▲ 5.14%▲ 4.57%▲ 0.71%
▼ 1.87%▲ 1.59%▼ 1.84%
▲ 14.08%▲ 5.22%▲ 5.18%
▲ 5.05%▲ 3.27%▲ 3.05%
▼ 18.13%▼ 3.38%▼ 1.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Catalyst Pharma
0.93%
▲ 9.96%
8
Open
Mar 03, 2023
CVS Health
▲ 31.08%
7
Close
Feb 28, 2023
Magnolia Oil & Gas
▼ 10.44%
2
Close
Feb 15, 2023
SPDR Portfolio Intermediate Term Corporate Bond ETF
3.36%
▲ 4.40%
1
Open
Jan 07, 2023
Kkr Real Estate Finance
▼ 21.21%
4
Close
Dec 08, 2022
Coterra Energy
4.41%
▲ 29.17%
4
Buy
Nov 08, 2022
Saratoga Investment
4.89%
▲ 19.10%
3
Buy
Nov 08, 2022
Energy Transfer
3.32%
▲ 16.33%
4
Buy
Oct 28, 2022
Schwab US Dividend Equity ETF
9.74%
▲ 54.76%
4
Buy
Oct 21, 2022
Cornerstone Strategic Value Fund Inc
▼ 17.63%
5
Close
Oct 21, 2022
Arbor Realty
2.68%
▲ 9.27%
5
Open
Oct 21, 2022
Bioxcel Therapeutics
0.22%
▼ 80.16%
2
Buy
Oct 21, 2022
iShares Core Dividend Growth ETF
5.9%
▲ 20.03%
2
Buy
Oct 21, 2022
Store Capital
▲ 6.26%
2
Close
Sep 17, 2022
Medical Properties
▲ 0.91%
3
Close
Sep 09, 2022
SPDR Portfolio S&P 500 High Dividend ETF
▼ 11.22%
5
Close
Sep 09, 2022
AbbVie
▲ 13.41%
6
Close
Aug 11, 2022
Pfizer
▲ 24.42%
5
Close
Jul 04, 2022
Barrick Gold
▼ 4.79%
2
Close
Jun 17, 2022
Schwab U.S. Large-Cap Value ETF
▲ 21.32%
8
Close
Jun 03, 2022