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Portefeuille - New Portfolio

97A501B2

Portefeuille
Individual Investor
Ranked #197,185 out of 730,641 TipRanks' Investors
Success Rate
63%
19 out of 30
profitable transactions
Average Return
2.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.76%
6-Month Return▲ 15.17%
12-Month Return▲ 6.19%
YTD Return▼ 1.72%
Total Return▲ 1.61%

Best Trade

Opened at
Closed at-
Gain▲ 39.66%

Bio

Growth and Dividend

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 6.70%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 0.53%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.69%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.09%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.68%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.09%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 7.76%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.70%
▼ 6.45%▼ 2.17%▲ 0.53%
▲ 9.22%▲ 9.13%▲ 6.69%
▲ 5.14%▲ 4.57%▲ 8.09%
▼ 1.87%▲ 1.59%▲ 2.68%
▲ 14.08%▲ 5.22%▲ 0.66%
▲ 5.05%▲ 3.27%▲ 3.09%
▼ 14.47%▼ 2.83%▼ 7.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Garmin
▼ 7.44%
3
Close
Oct 31, 2021
Chevron
▲ 14.98%
3
Close
Oct 31, 2021
Coca-Cola
▼ 0.82%
3
Close
Oct 31, 2021
Nike
▲ 4.34%
4
Close
Oct 31, 2021
Stellantis
▲ 7.87%
3
Close
Oct 31, 2021
NextEra Energy
▲ 8.03%
5
Close
Oct 31, 2021
Johnson & Johnson
▼ 4.76%
2
Close
Oct 31, 2021
Abbott Labs
▲ 6.89%
2
Close
Oct 31, 2021
Microsoft
▲ 15.00%
2
Close
Oct 31, 2021
Prologis
▲ 12.81%
2
Close
Oct 31, 2021
3M
▼ 8.06%
2
Close
Oct 31, 2021
Merck & Company
▲ 15.75%
2
Close
Oct 31, 2021
Intel
▼ 6.74%
2
Close
Oct 31, 2021
Digital Realty
12.16%
▲ 5.37%
3
Open
Jul 29, 2021
Waste Connections
13.92%
▲ 34.13%
1
Open
Jul 26, 2021
International Business Machines
28.46%
▲ 39.66%
2
Buy
Jul 26, 2021
Walgreens Boots Alliance
9.04%
▼ 56.68%
2
Buy
Jul 26, 2021
Verizon
16.89%
▼ 15.79%
2
Buy
Jul 26, 2021
Dow Inc
19.51%
▲ 6.02%
2
Buy
Jul 26, 2021