tiprankstipranks

magic formula - New Portfolio

BRENNAN THOMAS

magic formula
Individual Investor
Ranked #32,192 out of 728,786 TipRanks' Investors
Success Rate
68%
43 out of 63
profitable transactions
Average Return
31.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.63%
6-Month Return▲ 18.74%
12-Month Return▲ 15.38%
YTD Return▲ 5.05%
Total Return▼ 19.35%

Best Trade

Opened at
Closed at-
Gain▲ 203.72%

Bio

Following the magic formula by Joel Greenblatt.

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 4.23%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.18%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.28%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.83%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.74%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.90%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.56%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 5.81%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.23%
▼ 6.45%▼ 2.17%▼ 4.18%
▲ 9.22%▲ 9.13%▲ 6.28%
▲ 5.14%▲ 4.57%▲ 8.83%
▼ 1.87%▲ 1.59%▲ 0.74%
▲ 14.08%▲ 5.22%▲ 3.90%
▲ 5.05%▲ 3.27%▲ 6.56%
▼ 24.17%▼ 4.31%▼ 5.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Applied Materials
▲ 31.24%
3
Close
May 11, 2023
Regeneron
23.53%
▲ 47.22%
3
Buy
Jul 15, 2022
Meta Platforms
13.2%
▲ 203.72%
2
Buy
Jul 11, 2022
Olin
▲ 15.65%
2
Close
Jul 11, 2022
Alcoa
0.93%
▼ 15.12%
2
Buy
Jul 11, 2022
Altria Group
▲ 14.05%
2
Close
Jul 11, 2022
Cencora
6.24%
▲ 72.17%
2
Buy
Jul 11, 2022
Best Buy Co
2%
▲ 18.63%
2
Buy
Jul 11, 2022
Builders Firstsource
4.8%
▲ 198.95%
2
Buy
Jul 11, 2022
CF Holdings
2.09%
▼ 6.69%
2
Buy
Jul 11, 2022
CGI Group
2.73%
▲ 30.25%
2
Buy
Jul 11, 2022
Cigna
9.18%
▲ 27.36%
2
Buy
Jul 11, 2022
Cisco Systems
1.27%
▲ 16.78%
2
Buy
Jul 11, 2022
Cognizant
1.77%
▲ 5.90%
2
Buy
Jul 11, 2022
Dick's Sporting Goods
5.14%
▲ 145.66%
2
Buy
Jul 11, 2022
eBay
1.31%
▲ 19.99%
2
Buy
Jul 11, 2022
Expeditors International
3.02%
▲ 19.58%
2
Buy
Jul 11, 2022
Fox
▼ 4.47%
2
Close
Jul 11, 2022
Gilead Sciences
▲ 14.29%
2
Close
Jul 11, 2022
Hologic
▲ 4.90%
2
Close
Jul 11, 2022