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JL-EJ - New Portfolio

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JL-EJ
Individual Investor
Ranked #253,363 out of 730,653 TipRanks' Investors
Success Rate
50%
43 out of 86
profitable transactions
Average Return
6.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.66%
6-Month Return▲ 15.67%
12-Month Return▲ 10.76%
YTD Return▲ 2.30%
Total Return▲ 15.71%

Best Trade

Opened at
Closed at-
Gain▲ 156.23%

Bio

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Performance

15.59%0-15.59%
▼ 4.52%
▼ 4.74%
▼ 4.24%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.02%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.24%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.53%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.36%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.61%
Mar 2024
▼ 15.59%
▼ 2.83%
▼ 3.66%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.24%
▼ 6.45%▼ 2.17%▼ 2.02%
▲ 9.22%▲ 9.13%▲ 8.24%
▲ 5.14%▲ 4.57%▲ 3.53%
▼ 1.87%▲ 1.59%▲ 0.36%
▲ 14.08%▲ 5.22%▲ 2.12%
▲ 5.05%▲ 3.27%▲ 3.61%
▼ 15.59%▼ 2.83%▼ 3.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Micro Focus International
▲ 21.82%
3
Close
Jan 31, 2023
GE Healthcare Technologies Inc
0.13%
▲ 42.85%
1
Open
Jan 04, 2023
Sysco
2.81%
▲ 12.20%
3
Buy
Sep 11, 2021
Lord Abbett Investment Trust Short Duration Income Fd Cl A
0.65%
▼ 8.98%
3
Buy
Sep 11, 2021
The Bond Fund of America, Class A Shares
1.61%
▼ 19.46%
3
Buy
Sep 11, 2021
Washington Mutual Invs Fd Cl A Shs
1.01%
▲ 24.53%
3
Buy
Sep 11, 2021
Altria Group
0.99%
▲ 12.60%
3
Buy
Sep 11, 2021
AT&T
0.28%
▼ 4.49%
3
Buy
Sep 11, 2021
Oracle
1.9%
▲ 36.09%
3
Sell
Sep 11, 2021
Coca-Cola
4.69%
▲ 19.08%
3
Buy
Sep 11, 2021
Davis Financial Fund, Inc. Class A
0.69%
▲ 0.90%
2
Buy
Aug 04, 2021
The Hartford Short Duration Fund Class A
14.04%
▼ 5.32%
2
Buy
Aug 04, 2021
Invesco American Franchise Fund Class A
0.28%
▼ 21.30%
2
Buy
Aug 04, 2021
American Funds Capital World Growth & Income Fund Class A Shares
1.21%
▲ 7.39%
2
Buy
Aug 04, 2021
Johnson & Johnson
1.59%
▼ 9.33%
2
Buy
Aug 04, 2021
HP
0.09%
▲ 4.52%
2
Buy
Aug 04, 2021
PepsiCo
3.06%
▲ 21.93%
2
Buy
Aug 04, 2021
AMCAP Fund, Class A Shares A
0.25%
▲ 6.68%
2
Buy
Aug 04, 2021
American Funds EuroPacific Growth A
0.43%
▼ 9.51%
2
Buy
Aug 04, 2021
Hewlett Packard Enterprise
0.05%
▲ 26.82%
2
Buy
Aug 04, 2021