tiprankstipranks

New Portfolio - New Portfolio

Larry G

New Portfolio
Individual Investor
Ranked #98,214 out of 730,641 TipRanks' Investors
Success Rate
57%
84 out of 147
profitable transactions
Average Return
14.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.32%
6-Month Return▲ 25.13%
12-Month Return▲ 17.90%
YTD Return▲ 7.34%
Total Return▲ 9.41%

Best Trade

Opened at
Closed at-
Gain▲ 512.54%

Bio

Divy Profo

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 6.69%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.07%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.88%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.89%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.40%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.27%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 3.52%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.69%
▼ 6.45%▼ 2.17%▼ 2.07%
▲ 9.22%▲ 9.13%▲ 8.88%
▲ 5.14%▲ 4.57%▲ 5.89%
▼ 1.87%▲ 1.59%▼ 4.31%
▲ 14.08%▲ 5.22%▲ 9.40%
▲ 5.05%▲ 3.27%▲ 6.27%
▼ 13.70%▼ 3.74%▼ 3.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Physicians Realty
▼ 28.59%
3
Close
Feb 29, 2024
Healthpeak Properties
0.48%
▲ 12.24%
1
Open
Feb 29, 2024
Triton International
▲ 66.83%
3
Close
Sep 27, 2023
Brookfield Infrastructure
0%
0.00%
1
Open
Sep 27, 2023
Umpqua Holdings
▲ 0.23%
3
Close
Mar 01, 2023
Columbia Banking System
0.43%
▼ 31.39%
1
Open
Mar 01, 2023
GE Healthcare Technologies Inc
0.09%
▲ 42.85%
1
Open
Jan 04, 2023
United Bankshares
0.14%
▲ 3.50%
1
Open
Dec 03, 2021
Takeda Pharmaceutical Company
0.2%
▼ 19.75%
1
Open
Jun 02, 2021
Williams Co
1.38%
▲ 78.95%
2
Buy
Jun 02, 2021
Hercules Capital
1.08%
▲ 53.60%
2
Sell
Jun 02, 2021
Artisan Partners
0.84%
▲ 3.32%
1
Open
Jun 02, 2021
Arrival SA
0%
▼ 99.99%
2
Buy
Jun 02, 2021
AbbVie
1.85%
▲ 59.74%
2
Buy
Jun 02, 2021
Best Buy Co
0.1%
▼ 28.17%
1
Open
Jun 02, 2021
Enbridge
1.61%
▲ 11.67%
2
Buy
Jun 02, 2021
Sierra Bancorp
0.26%
▼ 16.32%
1
Open
Jun 02, 2021
National Health Investors
0.13%
▲ 5.13%
2
Sell
Jun 02, 2021
International Business Machines
1.59%
▲ 37.59%
2
Buy
Jun 02, 2021
Iron Mountain
0.23%
▲ 96.52%
1
Open
Jun 02, 2021