tiprankstipranks

taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #22,589 out of 730,641 TipRanks' Investors
Success Rate
72%
383 out of 532
profitable transactions
Average Return
22.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.15%
6-Month Return▲ 23.21%
12-Month Return▲ 21.52%
YTD Return▲ 6.73%
Total Return▲ 60.53%

Best Trade

Opened at
Closed at-
Gain▲ 248.30%

Bio

barbell focused on alpha

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 1.81%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.30%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.11%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.08%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 2.60%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.81%
▼ 6.45%▼ 2.17%▼ 4.30%
▲ 9.22%▲ 9.13%▲ 7.11%
▲ 5.14%▲ 4.57%▲ 6.23%
▼ 1.87%▲ 1.59%▲ 0.71%
▲ 14.08%▲ 5.22%▲ 3.55%
▲ 5.05%▲ 3.27%▲ 5.08%
▼ 13.70%▼ 3.74%▼ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Berkshire Hathaway B
2.23%
▲ 94.46%
2
Sell
Mar 29, 2024
SPDR Portfolio S&P 1500 Composite Stock Market ETF
19.57%
▲ 30.51%
17
Buy
Mar 24, 2024
SPDR Portfolio S&P 500 Growth ETF
11.14%
▲ 29.71%
14
Buy
Mar 24, 2024
Financial Select Sector SPDR Fund
3.26%
▲ 32.44%
17
Buy
Mar 24, 2024
Health Care Select Sector SPDR Fund
2.2%
▲ 15.38%
12
Buy
Mar 24, 2024
Vanguard Total International Stock ETF
1.02%
▲ 12.58%
17
Buy
Mar 24, 2024
Vanguard FTSE Developed Markets ETF
0.39%
▲ 10.13%
8
Buy
Mar 24, 2024
Splunk
▲ 53.82%
2
Close
Mar 15, 2024
Blue Owl Capital
1.09%
▲ 33.58%
14
Sell
Mar 15, 2024
Microsoft
3.15%
▲ 65.14%
7
Buy
Mar 14, 2024
Prudential Financial
3.68%
▲ 45.36%
19
Buy
Mar 14, 2024
T Mobile US
0.8%
▲ 28.52%
3
Buy
Mar 14, 2024
Chevron
7.09%
▲ 68.32%
19
Buy
Mar 11, 2024
Dow Inc
0.87%
▲ 2.50%
17
Buy
Mar 11, 2024
Unum Group
2.17%
▲ 89.02%
16
Buy
Mar 03, 2024
Enterprise Products Partners
3.41%
▲ 53.13%
18
Buy
Mar 03, 2024
Southwest Airlines
0.2%
▼ 12.27%
7
Sell
Mar 03, 2024
AbbVie
2.47%
▲ 41.45%
15
Buy
Mar 03, 2024
General Dynamics
2.27%
▲ 47.32%
9
Buy
Mar 03, 2024
Phillips 66
1.2%
▲ 53.84%
9
Buy
Mar 03, 2024