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New Portfolio - New Portfolio

PerformancePortfolio Details

Sammi Fitzgerald

New Portfolio
Individual Investor
Ranked #333,907 out of 748,626 TipRanks' Investors
Success Rate
49%
262 out of 530
profitable transactions
Average Return
1.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.52%
6-Month Return▲ 3.72%
12-Month Return▲ 6.55%
YTD Return▲ 3.06%
Total Return▼ 2.27%

Best Trade

AssetHut 8 Minin... (HUT)
Opened at
Closed at
Gain▲ 296.48%

Bio

This is my investment portfolio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 8.58%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.20%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.05%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.42%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.37%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 0.29%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.58%
▼ 1.87%▲ 1.59%▼ 2.20%
▲ 14.08%▲ 5.22%▲ 2.31%
▲ 5.05%▲ 3.27%▲ 5.05%
▼ 12.40%▼ 4.03%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 5.42%
▼ 2.25%▲ 3.53%▼ 3.37%
▲ 24.77%▼ 1.07%▲ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MLI
Mueller Industries
3.57%
▼ 1.91%
3
Open
Jul 25, 2024
AHH
Armada Hoffler Properties
3.57%
0.00%
1
Open
Jul 25, 2024
BLDR
Builders Firstsource
―
▼ 0.15%
10
Close
Jul 05, 2024
MPW
Medical Properties
―
▼ 19.75%
4
Close
Jul 05, 2024
MED
Medifast
―
▼ 23.00%
6
Close
Jul 05, 2024
V
Visa
3.57%
▼ 0.17%
5
Open
Jul 05, 2024
MA
Mastercard
3.57%
▼ 1.72%
3
Open
Jul 05, 2024
AXP
American Express
―
▲ 12.97%
6
Close
Jul 05, 2024
OBDC
Blue Owl Capital
3.57%
▲ 6.65%
7
Open
Jul 05, 2024
EOG
EOG Resources
―
▲ 16.42%
4
Close
Jul 05, 2024
MOS
Mosaic Co
―
▼ 2.08%
4
Close
Jul 05, 2024
NICE
NICE
―
▼ 15.86%
4
Close
Jul 05, 2024
AGNC
AGNC Investment
―
▼ 2.35%
5
Close
Jul 05, 2024
DVN
Devon Energy
―
▼ 3.10%
8
Close
Jul 05, 2024
EG
Everest Group
―
▲ 5.45%
6
Close
Jul 05, 2024
ADM
Archer Daniels Midland
―
▲ 0.15%
6
Close
Jul 05, 2024
ARCC
Ares Capital
3.57%
▲ 5.87%
5
Open
Jul 05, 2024
SFL
SFL Corporation
3.57%
▼ 0.51%
5
Open
Jul 05, 2024
T
AT&T
―
▲ 12.98%
2
Close
Jul 05, 2024
VZ
Verizon
―
▲ 19.18%
2
Close
Jul 05, 2024