tiprankstipranks

New Portfolio - New Portfolio

Robert Brown

New Portfolio
Individual Investor
Ranked #45,366 out of 731,863 TipRanks' Investors
Success Rate
68%
154 out of 228
profitable transactions
Average Return
12.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.84%
6-Month Return▲ 12.76%
12-Month Return▲ 15.36%
YTD Return▲ 2.87%
Total Return▲ 89.92%

Best Trade

Opened at
Closed at-
Gain▲ 222.32%

Bio

I am a new long term investor

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.04%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.56%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.03%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.77%
Apr 2024
▲ 5.14%
▲ 0.61%
▲ 0.47%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.04%
▲ 9.22%▲ 9.13%▲ 7.56%
▲ 5.14%▲ 4.57%▲ 6.03%
▼ 1.87%▲ 1.59%▼ 1.05%
▲ 14.08%▲ 5.22%▲ 1.88%
▲ 5.05%▲ 3.27%▲ 5.54%
▼ 12.40%▼ 4.03%▼ 3.77%
▲ 5.14%▲ 0.61%▲ 0.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Store Capital
▼ 8.86%
6
Close
Feb 03, 2023
American Electric Power
▼ 3.80%
2
Close
Sep 27, 2021
Public Storage
▲ 16.84%
2
Close
Jul 02, 2021
Oracle
▲ 17.83%
2
Close
Jun 24, 2021
Edison International
▼ 6.58%
2
Close
Jun 23, 2021
British American Tobacco
▼ 4.21%
2
Close
Apr 29, 2021
Truist Financial
1.03%
▼ 19.78%
1
Open
Apr 20, 2021
UGI
0.77%
▼ 37.75%
1
Open
Apr 20, 2021
M&T Bank
1.55%
▲ 8.11%
1
Open
Apr 20, 2021
Southern Co
1.8%
▲ 36.00%
1
Open
Apr 12, 2021
AT&T
0.8%
▼ 2.75%
5
Open
Apr 12, 2021
T Rowe Price
0.88%
▼ 30.53%
1
Open
Apr 12, 2021
3M
0.77%
▼ 32.45%
1
Open
Apr 12, 2021
International Business Machines
1.75%
▲ 48.53%
1
Open
Apr 12, 2021
Enbridge
1.34%
▲ 21.16%
1
Open
Apr 12, 2021
Consumer Discretionary Select Sector SPDR Fund
▲ 9.57%
4
Close
Apr 12, 2021
Health Care Select Sector SPDR Fund
▲ 7.26%
4
Close
Apr 12, 2021
Vanguard Dividend Appreciation ETF
▲ 6.16%
2
Close
Apr 12, 2021
Invesco S&P 500 High Dividend Low Volatility ETF
▲ 8.41%
2
Close
Apr 12, 2021
iShares Core Dividend Growth ETF
▲ 4.66%
2
Close
Apr 12, 2021