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New Portfolio - New Portfolio

Sammi Fitzgerald

New Portfolio
Individual Investor
Ranked #391,518 out of 799,718 TipRanks' Investors
Success Rate
51%
274 out of 541
profitable transactions
Average Return
2.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.54%
6-Month Return▼ 0.37%
12-Month Return▲ 4.70%
YTD Return▲ 3.29%
Total Return▲ 5.79%

Best Trade

Opened at
Closed at
Gain▲ 296.48%

Bio

This is my investment portfolio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.19%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.81%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.87%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.54%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.92%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.88%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.69%
Apr 2025
▲ 12.28%
▲ 7.15%
▲ 4.61%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.19%
▲ 25.97%▲ 5.96%▲ 4.81%
▲ 5.41%▼ 2.41%▼ 4.87%
▲ 6.02%▲ 2.69%▲ 3.54%
▼ 12.86%▼ 1.27%▲ 0.92%
▼ 1.80%▼ 5.57%▼ 1.88%
▲ 1.76%▼ 0.87%▼ 3.69%
▲ 12.28%▲ 7.15%▲ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Jackson Financial Incorporation
3.03%
▲ 94.25%
3
Open
Aug 05, 2024
Tenaris SA
▼ 12.12%
2
Close
Aug 01, 2024
Ternium SA
3.03%
▼ 8.56%
1
Open
Aug 01, 2024
Barrett Business Services
3.03%
▲ 16.13%
5
Open
Jul 31, 2024
Old Republic International
3.03%
▲ 3.39%
7
Open
Jul 30, 2024
Prudential Financial
3.03%
▲ 8.88%
3
Open
Jul 30, 2024
Lincoln National
3.03%
▲ 8.97%
5
Open
Jul 29, 2024
Goldman Sachs BDC
▲ 11.19%
4
Close
Jul 26, 2024
Enbridge
▲ 3.72%
2
Close
Jul 26, 2024
Digital Realty
▲ 34.85%
2
Close
Jul 26, 2024
Alphabet Class A
3.03%
▼ 0.12%
1
Open
Jul 26, 2024
Microsoft
3.03%
▲ 7.64%
1
Open
Jul 26, 2024
Public Storage
3.03%
▲ 5.69%
1
Open
Jul 26, 2024
Mueller Industries
3.03%
▲ 7.75%
3
Open
Jul 25, 2024
Armada Hoffler Properties
3.03%
▼ 33.65%
1
Open
Jul 25, 2024
Builders Firstsource
▼ 0.15%
10
Close
Jul 05, 2024
Medical Properties
▼ 19.76%
4
Close
Jul 05, 2024
Medifast
▼ 23.00%
6
Close
Jul 05, 2024
Visa
3.03%
▲ 13.89%
5
Open
Jul 05, 2024
Mastercard
3.03%
▲ 15.68%
3
Open
Jul 05, 2024