tiprankstipranks

New Portfolio - New Portfolio

Kyle T. Waugh

New Portfolio
Individual Investor
Ranked #295,604 out of 722,977 TipRanks' Investors
Success Rate
52%
150 out of 290
profitable transactions
Average Return
0.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.06%
6-Month Return▲ 20.12%
12-Month Return▲ 19.02%
YTD Return▲ 6.39%
Total Return▼ 11.15%

Best Trade

Opened at
Closed at-
Gain▲ 420.02%

Bio

Contrarian approach to value style investing seeking some growth, and slight amounts of income. Driven by strong desire to maintain conviction of holdings that align with Biblical values. Preservation of capital is a larger priority at this point.

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 6.26%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 7.29%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 8.71%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.29%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.37%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.48%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.11%
Feb 2024
▲ 2.73%
▲ 2.43%
▲ 8.02%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 6.26%
▼ 4.52%▼ 4.74%▼ 7.29%
▼ 6.45%▼ 2.17%▼ 8.71%
▲ 9.22%▲ 9.13%▲ 10.29%
▲ 5.14%▲ 4.57%▲ 12.37%
▼ 1.87%▲ 1.59%▼ 4.48%
▲ 14.08%▲ 5.22%▲ 3.11%
▲ 2.73%▲ 2.43%▲ 8.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
i3b436nt
i3b436nt
i3b436nt
i3b436nt
i3b436nt
i3b436nt
i3b436nt
uyadh0m5cw
uyadh0m5cw
uyadh0m5cw
uyadh0m5cw
uyadh0m5cw
uyadh0m5cw
uyadh0m5cw
hfjogcyrxon
hfjogcyrxon
hfjogcyrxon
hfjogcyrxon
hfjogcyrxon
hfjogcyrxon
hfjogcyrxon
ejinf9
ejinf9
ejinf9
ejinf9
ejinf9
ejinf9
ejinf9
5gu1kuo0n2a
5gu1kuo0n2a
5gu1kuo0n2a
5gu1kuo0n2a
5gu1kuo0n2a
5gu1kuo0n2a
5gu1kuo0n2a
wzv3zsch9
wzv3zsch9
wzv3zsch9
wzv3zsch9
wzv3zsch9
wzv3zsch9
wzv3zsch9
ju8h39y7ps9
ju8h39y7ps9
ju8h39y7ps9
ju8h39y7ps9
ju8h39y7ps9
ju8h39y7ps9
ju8h39y7ps9
tbcb7zt1zo
tbcb7zt1zo
tbcb7zt1zo
tbcb7zt1zo
tbcb7zt1zo
tbcb7zt1zo
tbcb7zt1zo
p445ylf9ynl
p445ylf9ynl
p445ylf9ynl
p445ylf9ynl
p445ylf9ynl
p445ylf9ynl
p445ylf9ynl
c0zcxjh
c0zcxjh
c0zcxjh
c0zcxjh
c0zcxjh
c0zcxjh
c0zcxjh
To view investors' portfolios
Sign Up For Free
Magellan Midstream
▲ 65.31%
2
Close
Sep 25, 2023
Oneok
2.69%
▲ 21.69%
1
Open
Sep 25, 2023
PDC Energy
▲ 34.59%
2
Close
Aug 04, 2023
Chevron
0%
▲ 0.52%
1
Open
Aug 04, 2023
TCR2 Therapeutics
▼ 89.90%
2
Close
May 31, 2023
Adaptimmune Therapeutics
0.07%
▲ 49.02%
1
Open
May 31, 2023
Twitter
▲ 8.09%
2
Close
Oct 27, 2022
Diamondback
0%
▲ 80.69%
3
Sell
Oct 07, 2022
Rumble
1.44%
▼ 28.50%
2
Buy
Sep 29, 2022
Dynex Capital
2.1%
▲ 8.51%
3
Buy
Sep 29, 2022
RumbleON
0%
▼ 65.16%
1
Open
Sep 29, 2022
MP Materials
1.02%
▼ 37.30%
4
Buy
Sep 13, 2022
Chimera Investment
1.22%
▼ 32.98%
1
Open
Sep 13, 2022
Toyota Motor
2.84%
▲ 65.31%
1
Open
Aug 23, 2022
Schlumberger
0%
▲ 60.01%
1
Open
Aug 10, 2022
Freeport-McMoRan
3.88%
▲ 31.60%
4
Buy
Aug 03, 2022
Bank of America
2.13%
▲ 16.73%
3
Open
Jul 26, 2022
Shell
2.26%
▲ 72.09%
3
Buy
Jul 05, 2022
FS KKR Capital
5.34%
▲ 26.52%
1
Open
Jun 24, 2022
Petco Health and Wellness Company
0.37%
▼ 88.86%
2
Buy
Jun 01, 2022