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Villon Value Fund - New Portfolio

C. Manuel

Villon Value Fund
Individual Investor
Ranked #75,661 out of 730,199 TipRanks' Investors
Success Rate
64%
152 out of 236
profitable transactions
Average Return
6.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.05%
6-Month Return▲ 16.25%
12-Month Return▲ 17.30%
YTD Return▼ 1.83%
Total Return▲ 18.88%

Best Trade

Opened at
Closed at-
Gain▲ 113.12%

Bio

Want to be exposed to the market .

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 5.74%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.79%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.70%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.06%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.48%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.95%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 0.96%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.74%
▼ 6.45%▼ 2.17%▼ 2.79%
▲ 9.22%▲ 9.13%▲ 5.70%
▲ 5.14%▲ 4.57%▲ 10.06%
▼ 1.87%▲ 1.59%▼ 2.48%
▲ 14.08%▲ 5.22%▲ 2.61%
▲ 5.05%▲ 3.27%▼ 0.95%
▼ 18.13%▼ 3.38%▼ 0.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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▲ 1.74%
4
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Jul 18, 2023
Mondelez International
1.24%
▲ 20.77%
9
Buy
May 05, 2023
Meta Platforms
▲ 4.86%
20
Close
May 05, 2023
Microsoft
8.39%
▲ 40.47%
11
Buy
May 05, 2023
Schwab US Dividend Equity ETF
3.53%
▲ 16.10%
9
Buy
May 05, 2023
SPDR Portfolio S&P 500 High Dividend ETF
1.32%
▲ 12.17%
7
Buy
May 05, 2023
The Estée Lauder Companies
1.78%
▼ 25.50%
5
Buy
May 05, 2023
JPMorgan Equity Premium Income ETF
1.48%
▲ 13.75%
7
Buy
May 05, 2023
iShares Core Dividend Growth ETF
0.99%
▲ 17.61%
3
Buy
May 05, 2023
Apple
4.17%
▲ 33.32%
20
Sell
Mar 15, 2023
PepsiCo
2.17%
▲ 5.17%
3
Buy
Mar 15, 2023
JM Smucker
1.01%
▼ 18.43%
2
Buy
Mar 15, 2023
Church & Dwight
▲ 0.70%
9
Close
Jan 10, 2023
JPMorgan Chase & Co.
▲ 8.19%
13
Close
Nov 11, 2022
Vanguard Total World Stock ETF
▼ 5.53%
7
Close
Oct 26, 2022
McCormick & Company
▲ 0.22%
5
Close
Oct 26, 2022
American Express
▼ 1.81%
3
Close
Oct 12, 2022
Visa
0.96%
▲ 54.70%
2
Buy
Oct 12, 2022
Vanguard Total Bond Market ETF
▼ 3.02%
6
Close
Sep 13, 2022
Activision Blizzard
▲ 1.50%
4
Close
Sep 08, 2022