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New Portfolio - New Portfolio

FLUMJJ

New Portfolio
Individual Investor
Ranked #167,386 out of 728,988 TipRanks' Investors
Success Rate
55%
85 out of 155
profitable transactions
Average Return
5.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.83%
6-Month Return▲ 7.09%
12-Month Return▼ 8.86%
YTD Return▲ 0.32%
Total Return▲ 70.53%

Best Trade

Opened at
Closed at-
Gain▲ 217.10%

Bio

Conservative INCOME based

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 7.90%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.75%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 3.92%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.96%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 2.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.19%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 1.31%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.90%
▼ 6.45%▼ 2.17%▼ 2.75%
▲ 9.22%▲ 9.13%▲ 3.92%
▲ 5.14%▲ 4.57%▲ 5.66%
▼ 1.87%▲ 1.59%▼ 4.96%
▲ 14.08%▲ 5.22%▼ 2.94%
▲ 5.05%▲ 3.27%▲ 10.19%
▼ 24.17%▼ 4.31%▼ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Gilead Sciences
10.45%
▲ 6.27%
9
Sell
Feb 13, 2023
Tesla
5.15%
▼ 11.63%
3
Buy
Feb 13, 2023
Franco-Nevada
▲ 13.67%
13
Close
Jan 27, 2023
VanEck Junior Gold Miners ETF
4.29%
▼ 3.46%
7
Buy
Jan 27, 2023
VanEck Gold Miners ETF
3.48%
▲ 2.78%
6
Buy
Jan 27, 2023
Wheaton Precious Metals
8.32%
▲ 73.08%
11
Buy
Jan 27, 2023
Innovative Industrial Properties
▼ 38.87%
6
Close
Jan 25, 2023
Nextera Energy Partners
3.72%
▼ 61.38%
6
Buy
Jan 13, 2023
Mosaic Co
▼ 23.46%
6
Close
Dec 28, 2022
FMC
5.87%
▼ 51.26%
4
Buy
Dec 28, 2022
AbbVie
12.44%
▲ 84.42%
6
Sell
Dec 14, 2022
Microsoft
▲ 40.94%
6
Close
Dec 01, 2022
Alphabet Class A
▼ 24.24%
5
Close
Nov 21, 2022
Alphabet Class C
▼ 3.96%
5
Close
Oct 31, 2022
Enterprise Products Partners
9.77%
▲ 41.83%
10
Sell
Oct 28, 2022
Pioneer Natural
27.61%
▲ 55.63%
6
Buy
Sep 12, 2022
Invesco DB Commodity Index Tracking Fund
▼ 2.61%
2
Close
Aug 09, 2022
Main Street Capital
▲ 32.12%
9
Close
Jul 07, 2022
Equinix
▼ 9.39%
2
Close
Jul 07, 2022
Cohen & Steers REIT and Preferred and Income Fund Inc
▲ 6.74%
2
Close
Jul 07, 2022