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The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #77,241 out of 731,395 TipRanks' Investors
Success Rate
64%
256 out of 403
profitable transactions
Average Return
7.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.77%
6-Month Return▲ 32.58%
12-Month Return▲ 41.87%
YTD Return▲ 8.84%
Total Return▲ 89.37%

Best Trade

Opened at
Closed at
Gain▲ 257.18%

Bio

Long Equity Portfolio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 1.96%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 0.39%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.08%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.99%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.77%
Mar 2024
▼ 9.51%
▼ 2.49%
▼ 5.00%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.96%
▼ 6.45%▼ 2.17%▼ 0.39%
▲ 9.22%▲ 9.13%▲ 13.08%
▲ 5.14%▲ 4.57%▲ 8.99%
▼ 1.87%▲ 1.59%▼ 0.64%
▲ 14.08%▲ 5.22%▲ 11.11%
▲ 5.05%▲ 3.27%▲ 3.77%
▼ 9.51%▼ 2.49%▼ 5.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Shake Shack
3.69%
▲ 11.30%
13
Sell
Apr 11, 2024
Ulta Beauty
14.38%
▼ 9.62%
1
Open
Apr 11, 2024
Berkshire Hathaway B
14.23%
▲ 25.56%
12
Sell
Mar 21, 2024
Costco
12.9%
▲ 42.15%
2
Sell
Mar 21, 2024
Oracle
▲ 13.09%
2
Close
Mar 12, 2024
Alphabet Class A
8.05%
▲ 14.99%
5
Buy
Mar 02, 2024
Discover Financial Services
▼ 2.96%
2
Close
Feb 22, 2024
Canadian Pacific Kansas City
▲ 9.69%
2
Close
Feb 15, 2024
First Citizens BancShares
▲ 3.26%
2
Close
Feb 08, 2024
BlackRock
▲ 15.97%
3
Close
Feb 01, 2024
Intel
3.8%
▲ 19.10%
10
Open
Jan 30, 2024
Visa
5.49%
▲ 4.89%
4
Open
Jan 29, 2024
Citigroup
5.48%
▼ 0.06%
9
Open
Jan 26, 2024
American Express
▼ 4.55%
4
Close
Jan 20, 2024
Boston Beer
▲ 4.13%
2
Close
Jan 20, 2024
Caterpillar
2.96%
▲ 16.32%
1
Open
Jan 20, 2024
PayPal Holdings
5.91%
▲ 9.22%
3
Open
Jan 15, 2024
The Estée Lauder Companies
▲ 18.00%
2
Close
Jan 02, 2024
iShares MSCI Emerging Markets ETF
▲ 3.19%
2
Close
Jan 02, 2024
CVS Health
▲ 2.58%
4
Close
Dec 28, 2023