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Growth and Value - New Portfolio

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Growth and Value
Individual Investor
Ranked #74,974 out of 723,149 TipRanks' Investors
Success Rate
58%
82 out of 141
profitable transactions
Average Return
21.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.54%
6-Month Return▲ 18.62%
12-Month Return▲ 29.27%
YTD Return▲ 9.07%
Total Return▲ 63.04%

Best Trade

Opened at
Closed at-
Gain▲ 427.74%

Bio

Personal Portfolio

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 0.50%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 2.99%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 0.48%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.21%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.63%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.75%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.61%
Feb 2024
▲ 2.73%
▲ 2.43%
▲ 3.45%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 0.50%
▼ 4.52%▼ 4.74%▼ 2.99%
▼ 6.45%▼ 2.17%▼ 0.48%
▲ 9.22%▲ 9.13%▲ 6.21%
▲ 5.14%▲ 4.57%▲ 3.63%
▼ 1.87%▲ 1.59%▲ 2.75%
▲ 14.08%▲ 5.22%▲ 2.61%
▲ 2.73%▲ 2.43%▲ 3.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund
▼ 0.11%
2
Close
Nov 17, 2022
Vanguard Windsor II Fund
▼ 0.34%
2
Close
Nov 17, 2022
Vanguard Whitehall Funds, Selected Value Fund
▼ 0.42%
2
Close
Nov 17, 2022
Vanguard Explorer Value Fund
▼ 0.70%
2
Close
Nov 17, 2022
Vanguard U.S. Growth Fund
▼ 1.07%
2
Close
Nov 17, 2022
Vanguard 500 Index Fd Admiral Shs
▼ 0.29%
2
Close
Nov 17, 2022
Cisco Systems
3.7%
▲ 6.45%
4
Buy
Nov 16, 2022
Chevron
2.76%
▲ 45.12%
3
Buy
Nov 16, 2022
CVS Health
2.72%
▼ 14.12%
2
Buy
Nov 16, 2022
Eaton
6.39%
▲ 124.59%
4
Buy
Nov 16, 2022
Home Depot
4.13%
▲ 33.71%
4
Buy
Nov 16, 2022
CME Group
4.15%
▲ 26.01%
3
Buy
Nov 16, 2022
Chubb
4.15%
▲ 48.55%
3
Buy
Nov 16, 2022
Berkshire Hathaway B
8.92%
▲ 12.80%
7
Buy
Nov 16, 2022
Air Products and Chemicals
2.73%
▼ 3.77%
3
Buy
Nov 16, 2022
Apple
3.8%
▲ 16.60%
4
Buy
Nov 16, 2022
Merck & Company
4.37%
▲ 75.38%
4
Buy
Nov 16, 2022
Microsoft
5.63%
▲ 64.63%
4
Buy
Nov 16, 2022
Motorola Solutions
4.54%
▲ 66.16%
4
Buy
Nov 16, 2022
Coca-Cola
3.36%
▲ 4.87%
4
Buy
Nov 16, 2022