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New Portfolio - New Portfolio
Jeffrey K
New PortfolioIndividual Investor
Ranked #381,179 out of 800,430 TipRanks' Investors
Success Rate
47 out of 92
profitable transactions
profitable transactions
Average Return
1.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.54%
6-Month Return▼ 7.18%
12-Month Return▼ 9.08%
YTD Return▼ 1.74%
Total Return▲ 48.48%
Best Trade
Bio
Makin' Bank!
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 7.50%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 0.29%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.86%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 10.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.33%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 7.50%
Apr 2025
▲ 11.20%
▲ 5.11%
▼ 5.69%
May 2025
▲ 9.99%▼ 0.89%▼ 7.50%
▲ 25.97%▲ 5.96%▲ 0.29%
▲ 5.42%▼ 2.41%▼ 4.86%
▲ 6.01%▲ 2.69%▲ 10.90%
▼ 12.86%▼ 1.27%▲ 2.95%
▼ 1.80%▼ 5.57%▼ 1.33%
▲ 1.76%▼ 0.87%▼ 7.50%
▲ 11.20%▲ 5.11%▼ 5.69%
Recent Activity
Blue Owl Capital
37.16%
▲ 10.13%
2
Buy
Dec 25, 2024
XPLR Infrastructure
―
▼ 15.92%
2
Close
Dec 25, 2024
Medical Properties
47.22%
▲ 11.68%
2
Buy
Dec 25, 2024
ACM Research
―
▼ 5.78%
2
Close
Dec 25, 2024
Schwab US Dividend Equity ETF
15.62%
▲ 3.75%
2
Buy
Dec 25, 2024
Invesco S&P 500 GARP ETF
―
▲ 14.81%
2
Close
Dec 25, 2024
Oppenheimer Holdings
―
▼ 9.09%
2
Close
Dec 02, 2023
Blackstone Group
―
▼ 3.24%
2
Close
Dec 02, 2023
Viatris
―
▼ 21.41%
3
Close
Dec 02, 2023
FLEX LNG
―
▲ 49.71%
2
Close
Dec 02, 2023
T Rowe Price
―
▼ 44.12%
2
Close
Dec 02, 2023
Carlyle Group
―
▲ 42.24%
2
Close
Dec 02, 2023
Franchise Group
―
▲ 22.58%
2
Close
Aug 18, 2023
Schwab U.S. Large-Cap Growth ETF
―
▼ 30.20%
2
Close
Sep 25, 2022
AFLAC
―
▲ 13.13%
4
Close
Sep 25, 2022
Citigroup
―
▼ 30.48%
2
Close
Sep 25, 2022
Leggett & Platt
―
▲ 22.16%
5
Close
Sep 25, 2022
KeyCorp
―
▼ 23.70%
3
Close
Sep 25, 2022
Alliant Energy
―
▼ 3.53%
2
Close
Sep 25, 2022
Prudential Financial
―
▼ 6.64%
3
Close
Sep 25, 2022