tiprankstipranks

New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #249,435 out of 729,459 TipRanks' Investors
Success Rate
52%
53 out of 103
profitable transactions
Average Return
2.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.21%
6-Month Return▲ 13.99%
12-Month Return▲ 11.53%
YTD Return▲ 7.79%
Total Return▲ 18.51%

Best Trade

Opened at
Closed at-
Gain▲ 52.29%

Bio

Income portfolio

Performance

14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 3.52%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.13%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.09%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.56%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.40%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 2.63%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.52%
▼ 6.45%▼ 2.17%▼ 2.13%
▲ 9.22%▲ 9.13%▲ 4.09%
▲ 5.14%▲ 4.57%▲ 2.49%
▼ 1.87%▲ 1.59%▲ 3.38%
▲ 14.08%▲ 5.22%▲ 3.56%
▲ 5.05%▲ 3.27%▲ 3.40%
▼ 14.65%▼ 4.46%▼ 2.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple
0%
▼ 3.15%
4
Open
Apr 17, 2023
HP
0%
▼ 11.86%
3
Open
Apr 17, 2023
Coca-Cola
0%
▲ 5.93%
5
Open
Apr 17, 2023
American Express
0%
▲ 18.63%
3
Open
Apr 17, 2023
Bank of America
0%
▲ 0.73%
3
Open
Apr 17, 2023
Aon
0%
▼ 4.96%
1
Open
Apr 17, 2023
Visa
0%
▲ 17.55%
1
Open
Apr 17, 2023
Mastercard
0%
▲ 23.25%
1
Open
Apr 17, 2023
Kroger Company
0%
▲ 21.99%
1
Open
Apr 17, 2023
Occidental Petroleum
0%
▲ 7.80%
1
Open
Apr 17, 2023
AbbVie
10.42%
▲ 17.92%
4
Buy
Apr 13, 2023
Medical Properties
▼ 49.90%
3
Close
Apr 13, 2023
Merck & Company
11.3%
▲ 18.19%
5
Buy
Apr 13, 2023
Procter & Gamble
11.13%
▲ 8.18%
4
Buy
Apr 13, 2023
Arbor Realty
▼ 26.49%
2
Close
Apr 13, 2023
Johnson & Johnson
9.19%
▼ 4.33%
2
Buy
Apr 13, 2023
Cisco Systems
8.91%
▼ 1.79%
2
Buy
Apr 13, 2023
Chevron
8.8%
▲ 3.56%
2
Buy
Apr 13, 2023
Ares Capital
▼ 1.48%
3
Close
Mar 21, 2023
Rio Tinto
▲ 12.32%
3
Close
Mar 15, 2023