SEP Portfolio - New Portfolio

Tom

SEP Portfolio
Individual Investor
Ranked #76,596 out of 704,483 TipRanks' Investors
Success Rate
58%
52 out of 90
profitable transactions
Average Return
10.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.37%
6-Month Return▲ 21.23%
12-Month Return▲ 17.44%
YTD Return▲ 19.02%
Total Return▲ 66.68%

Best Trade

Opened at
Closed at
Gain▲ 124.41%

Bio

Portfolio is intended to be moderately aggressive.

Performance

11.13%0-11.13%
Apr 2023
May 2023
Jun 2023
Jul 2023
Aug 2023
Sep 2023
Oct 2023
Nov 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▲ 1.60%▼ 0.57%
▲ 5.30%▲ 0.46%▼ 5.06%
▲ 10.44%▲ 6.48%▲ 8.37%
▲ 11.13%▲ 3.27%▲ 4.52%
▼ 8.63%▼ 1.63%▲ 5.00%
▼ 4.53%▼ 4.74%▼ 4.63%
▼ 6.45%▼ 2.17%▼ 2.57%
▲ 10.04%▲ 8.68%▲ 10.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Modine
8.32%
▼ 2.15%
4
Open
Nov 13, 2023
Builders Firstsource
▼ 7.15%
2
Close
Nov 05, 2023
Sandoz Group Ltd Sponsored ADR
0.33%
▲ 2.22%
1
Open
Oct 12, 2023
Dorian LPG
▼ 2.50%
2
Close
Aug 20, 2023
Academy Sports and Outdoors
▲ 69.54%
4
Close
Aug 15, 2023
McDonald's
6.71%
▼ 1.72%
1
Open
Aug 15, 2023
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
▲ 6.05%
2
Close
Jul 09, 2023
JPMorgan Ultra-Short Income ETF
▲ 2.16%
2
Close
Jul 09, 2023
Vertiv Holdings
11.82%
▲ 67.65%
1
Open
Jul 09, 2023
JPMorgan Chase & Co.
7.52%
▲ 6.32%
1
Open
Jul 09, 2023
Halliburton
▲ 7.37%
4
Close
Jun 05, 2023
Novartis
5.43%
▲ 3.95%
1
Open
Jun 05, 2023
Tenaris SA
▼ 18.19%
2
Close
May 15, 2023
Expedia
▼ 20.31%
2
Close
May 15, 2023
Valero Energy
▼ 16.39%
2
Close
May 15, 2023
Sterling Construction
8.8%
▲ 50.95%
1
Open
May 15, 2023
Cheniere Energy
▼ 13.12%
2
Close
Mar 20, 2023
EOG Resources
▼ 19.93%
2
Close
Feb 27, 2023
Pioneer Natural
▲ 25.21%
6
Close
Feb 19, 2023
Conocophillips
▲ 10.14%
2
Close
Feb 19, 2023