tiprankstipranks

DB

2
Individual Investor
Ranked #71,510 out of 732,075 TipRanks' Investors
Success Rate
66%
76 out of 116
profitable transactions
Average Return
7.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.88%
6-Month Return▲ 8.52%
12-Month Return▲ 12.73%
YTD Return▲ 6.23%
Total Return▲ 19.24%

Best Trade

Opened at
Closed at-
Gain▲ 66.18%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.78%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 2.63%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.45%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.99%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.43%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 0.84%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.78%
▲ 9.22%▲ 9.13%▲ 2.63%
▲ 5.14%▲ 4.57%▲ 2.45%
▼ 1.87%▲ 1.59%▲ 0.82%
▲ 14.08%▲ 5.22%▲ 1.05%
▲ 5.05%▲ 3.27%▲ 5.99%
▼ 12.40%▼ 4.03%▼ 2.43%
▲ 7.64%▲ 1.85%▲ 0.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Cisco Systems
9.41%
▼ 1.76%
11
Buy
Apr 25, 2024
Main Street Capital
12.74%
▲ 7.47%
3
Buy
Apr 16, 2024
Gaming and Leisure
8.04%
▼ 7.62%
2
Buy
Apr 03, 2024
Coca-Cola
▲ 4.54%
9
Close
Mar 28, 2024
Schwab US Dividend Equity ETF
10.19%
▲ 8.86%
11
Buy
Mar 27, 2024
Vanguard High Dividend Yield Index ETF
15.22%
▲ 13.11%
10
Buy
Mar 21, 2024
Exelon
6.5%
▼ 8.24%
8
Buy
Mar 16, 2024
Radian Group
10.12%
▲ 29.16%
6
Buy
Mar 15, 2024
Enterprise Products Partners
14.24%
▲ 16.09%
19
Buy
Mar 01, 2024
Alphabet Class C
13.53%
▲ 41.37%
7
Buy
Aug 28, 2023
Iron Mountain
▲ 10.24%
7
Close
Dec 23, 2022
CSX
▼ 0.96%
3
Close
Nov 14, 2022
iShares Core Dividend Growth ETF
▼ 6.32%
5
Close
Jul 25, 2022
Vanguard Financials ETF
▼ 9.78%
4
Close
Jul 22, 2022
SPDR Portfolio S&P 500 ETF
▼ 9.99%
4
Close
Jul 20, 2022
Utilities Select Sector SPDR Fund
▲ 6.87%
6
Close
May 16, 2022
iShares Core S&P Total U.S. Stock Market ETF
▼ 3.20%
4
Close
Apr 11, 2022
Financial Select Sector SPDR Fund
▼ 8.86%
5
Close
Mar 10, 2022
iShares Core S&P U.S. Growth ETF
▼ 3.55%
2
Close
Mar 03, 2022