New Portfolio - New Portfolio

Kev 504

New Portfolio
Individual Investor
Ranked #276,600 out of 605,021 TipRanks' Investors
Success Rate
39%
42 out of 107
profitable transactions
Average Return
-7.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.62%
6-Month Return▼ 6.28%
12-Month Return▼ 15.20%
YTD Return▲ 6.16%
Total Return▼ 25.81%

Best Trade

Opened at
Closed at-
Gain▲ 114.33%

Bio

"Investing for Income and Retirement"

Performance

14.21%0-14.21%
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 14.21%▼ 9.24%▼ 11.19%
▼ 2.92%▲ 8.13%▲ 4.84%
▲ 6.29%▲ 5.56%▲ 0.30%
▼ 11.62%▼ 5.76%▼ 8.79%
▲ 13.81%▲ 3.52%▲ 6.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Biolase
0%
▼ 53.78%
3
Open
Aug 21, 2022
SNDL
0%
▼ 29.37%
3
Open
Jul 12, 2022
Canadian Natural
0%
▲ 31.38%
1
Open
Jul 12, 2022
Nio
0.27%
▼ 75.38%
1
Open
Jul 13, 2021
Pagseguro Digital
0.22%
▼ 83.81%
2
Buy
Jul 13, 2021
DoorDash
1.41%
▼ 67.13%
1
Open
Jul 13, 2021
Virgin Galactic Holdings
0.13%
▼ 86.26%
1
Open
Jul 13, 2021
Block
1.85%
▼ 68.45%
1
Open
Jul 13, 2021
ZoomInfo Technologies
0.63%
▼ 51.09%
1
Open
Jul 13, 2021
Nike
▲ 20.44%
3
Close
Jul 13, 2021
Constellation Brands
▼ 3.62%
3
Close
Jul 13, 2021
Outfront Media
▲ 5.36%
3
Close
Jul 13, 2021
Mastercard
▲ 3.13%
3
Close
Jul 12, 2021
Yum! Brands
▲ 2.44%
3
Close
Jul 12, 2021
Regions Financial
▼ 7.61%
3
Close
Jul 12, 2021
Toronto Dominion Bank
▲ 1.57%
3
Close
Jul 12, 2021
Walt Disney
▼ 1.19%
3
Close
Jul 12, 2021
Invesco Solar ETF
▲ 11.64%
3
Close
Jul 12, 2021
WisdomTree U.S. High Dividend Fund
▲ 0.71%
3
Close
Jul 12, 2021
WisdomTree China ex-State-Owned Enterprises Fund
▼ 1.58%
3
Close
Jul 12, 2021