New Portfolio - New Portfolio

B238CE03

New Portfolio
Individual Investor
Ranked #246,643 out of 757,103 TipRanks' Investors
Success Rate
62%
8 out of 13
profitable transactions
Average Return
18.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.34%
6-Month Return▲ 7.01%
12-Month Return▲ 29.32%
YTD Return▲ 9.05%
Total Return▲ 5.74%

Best Trade

Opened at
Closed at-
Gain▲ 176.93%

Bio

Valuer and Grow stocks with great security margin

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.90%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.29%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.79%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.58%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.76%
Aug 2024
▼ 1.18%
▼ 0.15%
▼ 1.42%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.90%
▲ 5.05%▲ 3.27%▲ 3.55%
▼ 12.40%▼ 4.03%▼ 8.31%
▲ 11.46%▲ 5.06%▲ 5.29%
▼ 2.25%▲ 3.53%▼ 0.79%
▲ 25.76%▲ 1.21%▲ 7.58%
▼ 4.21%▲ 2.34%▲ 0.76%
▼ 1.18%▼ 0.15%▼ 1.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Converge Technology Solutions Corp
▼ 28.56%
2
Close
Jun 06, 2022
Intel
11.11%
▼ 18.61%
3
Open
Jun 06, 2022
Baxter International
11.11%
▼ 41.54%
1
Open
Jun 06, 2022
3M
11.11%
▲ 21.89%
1
Open
Jun 06, 2022
Anheuser-Busch Inbev Sa
11.11%
▲ 17.42%
1
Open
Jun 06, 2022
Foot Locker
11.11%
▼ 8.91%
1
Open
Jun 06, 2022
Flowserve
11.11%
▲ 56.92%
1
Open
Jun 06, 2022
Energy Transfer
11.11%
▲ 61.70%
1
Open
Jun 06, 2022
Meta Platforms
11.11%
▲ 176.93%
1
Open
Jun 06, 2022
Old National Bancorp Capital
11.11%
▲ 27.88%
1
Open
Jun 06, 2022
Kinder Morgan
▲ 20.05%
2
Close
Jul 19, 2021
Clover Health Investments
▼ 24.13%
2
Close
Jul 19, 2021