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New Portfolio - New Portfolio
F6FE9D11
New PortfolioIndividual Investor
Ranked #201,858 out of 758,217 TipRanks' Investors
Success Rate
401 out of 681
profitable transactions
profitable transactions
Average Return
5.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.03%
6-Month Return▲ 10.87%
12-Month Return▲ 14.24%
YTD Return▲ 5.07%
Total Return▲ 2.55%
Best Trade
Bio
Dividend and Value
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.44%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.45%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.79%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.50%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.30%
Aug 2024
▲ 3.13%
▲ 1.37%
▲ 6.43%
Sep 2024
▲ 14.08%▲ 5.22%▲ 1.44%
▲ 5.05%▲ 3.27%▲ 5.40%
▼ 12.40%▼ 4.03%▲ 0.17%
▲ 11.46%▲ 5.06%▲ 4.45%
▼ 2.25%▲ 3.53%▼ 5.79%
▲ 25.76%▲ 1.21%▲ 3.50%
▼ 4.21%▲ 2.34%▼ 1.30%
▲ 3.13%▲ 1.37%▲ 6.43%
Recent Activity
Wacker Neuson
3.96%
▼ 7.54%
7
Buy
Oct 08, 2023
Volkswagen
2.94%
▼ 3.61%
1
Open
Oct 08, 2023
Sixt SE
1.62%
▼ 6.25%
1
Open
Oct 08, 2023
Coca-Cola
3.02%
▲ 7.01%
9
Buy
Oct 07, 2023
Petroleo Brasileiro SA- Petrobras
2.51%
▲ 89.78%
20
Sell
Oct 07, 2023
Altria Group
6.48%
▲ 18.82%
10
Buy
Sep 03, 2023
Main Street Capital
7.01%
▲ 34.55%
4
Buy
Sep 03, 2023
Rio Tinto
5.73%
▲ 23.62%
57
Buy
Aug 26, 2023
Bristol-Myers Squibb
―
▲ 0.52%
4
Close
Aug 26, 2023
Veru
―
▲ 0.38%
9
Close
Aug 26, 2023
Pfizer
―
▼ 0.99%
3
Close
Aug 26, 2023
Walgreens Boots Alliance
1.63%
▼ 74.72%
21
Buy
Aug 03, 2023
Shell
5.92%
▲ 21.31%
5
Buy
Aug 03, 2023
Citizens Financial
―
▼ 1.13%
2
Close
Aug 03, 2023
Arbor Realty
5.59%
▲ 22.67%
51
Sell
Jul 31, 2023
Cisco Systems
2.97%
▲ 21.86%
9
Sell
Jul 29, 2023
Genco Shipping
3.48%
▲ 36.00%
7
Buy
Jul 27, 2023
Royal Vopak NV
―
▲ 36.89%
3
Close
Jul 21, 2023
BASF SE
―
▲ 1.32%
2
Close
Jul 21, 2023
British American Tobacco
6.42%
▲ 14.56%
43
Buy
Jul 20, 2023