Old One - New Portfolio

Doug North

Old One
Individual Investor
Ranked #4,385 out of 757,492 TipRanks' Investors
Success Rate
91%
63 out of 69
profitable transactions
Average Return
67.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.86%
6-Month Return▲ 6.23%
12-Month Return▲ 19.88%
YTD Return▲ 12.16%
Total Return▲ 88.13%

Best Trade

Opened at
Closed at
Gain▲ 1191.97%

Bio

My first portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.48%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.02%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.66%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.72%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.86%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 1.00%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.57%
▲ 5.05%▲ 3.27%▲ 4.48%
▼ 12.40%▼ 4.03%▼ 2.65%
▲ 11.46%▲ 5.06%▲ 2.02%
▼ 2.25%▲ 3.53%▲ 0.66%
▲ 25.76%▲ 1.21%▲ 2.72%
▼ 4.21%▲ 2.34%▲ 1.86%
▲ 5.59%▲ 1.30%▲ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Healthcare Technologies Inc
0.95%
▲ 50.16%
1
Open
Jan 04, 2023
Vanguard Total International Bond ETF
▲ 9.16%
2
Close
Apr 21, 2021
PIMCO Enhanced Short Maturity Active ETF
▲ 4.40%
2
Close
Apr 21, 2021
iShares Floating Rate Bond ETF
▲ 4.02%
2
Close
Apr 21, 2021
iShares Core Total USD Bond Market ETF
▲ 6.27%
2
Close
Apr 21, 2021
Tyson Foods
▼ 7.06%
2
Close
Apr 21, 2021
Soluna Holdings, Inc.
▲ 1,191.97%
2
Close
Apr 21, 2021
T Mobile US
▲ 57.76%
2
Close
Apr 21, 2021
Sunoco
0.84%
▲ 152.38%
1
Open
Nov 12, 2019
CVS Health
0.92%
▼ 7.12%
1
Open
Nov 12, 2019
Casey's General
5.86%
▲ 123.27%
1
Open
Nov 12, 2019
Vanguard Total World Stock ETF
1.88%
▲ 67.66%
1
Open
Nov 12, 2019
Shell
1.09%
▲ 40.11%
1
Open
Nov 12, 2019
Marathon Petroleum
2.62%
▲ 203.08%
1
Open
Nov 12, 2019
Las Vegas Sands
0.67%
▼ 29.02%
1
Open
Nov 12, 2019
Schlumberger
0.67%
▲ 32.81%
1
Open
Nov 12, 2019
Wendy's
0.28%
▲ 1.02%
1
Open
Nov 12, 2019
Restaurant Brands International
1.12%
▲ 24.89%
1
Open
Nov 12, 2019
General Motors
0.78%
▲ 34.28%
2
Sell
Nov 12, 2019
AMC Entertainment
0.04%
▼ 90.35%
1
Open
Nov 12, 2019