tiprankstipranks

New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #231,708 out of 746,050 TipRanks' Investors
Success Rate
59%
74 out of 126
profitable transactions
Average Return
1.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.24%
6-Month Return▲ 2.78%
12-Month Return▲ 7.79%
YTD Return▲ 2.40%
Total Return▲ 18.77%

Best Trade

Opened at
Closed at
Gain▲ 235.73%

Bio

New investor trying to buy shares of great companies and keep cool.

Performance

21.80%0-21.80%
▲ 5.14%
▲ 4.57%
▲ 8.80%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.22%
Jun 2024
▲ 21.80%
▲ 2.90%
▲ 1.80%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.80%
▼ 1.87%▲ 1.59%▲ 0.27%
▲ 14.08%▲ 5.22%▲ 3.21%
▲ 5.05%▲ 3.27%▲ 3.73%
▼ 12.40%▼ 4.03%▼ 6.47%
▲ 11.46%▲ 5.06%▲ 0.41%
▼ 2.25%▲ 3.53%▼ 0.22%
▲ 21.80%▲ 2.90%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Air Products and Chemicals
4.71%
▲ 7.60%
4
Sell
Jun 18, 2024
Bill.com Holdings
2.77%
▲ 9.16%
1
Open
Jun 18, 2024
Comcast
4.28%
▲ 6.05%
3
Buy
Apr 25, 2024
Zoetis
5.81%
▲ 15.59%
3
Buy
Apr 25, 2024
MSCI
2.71%
▲ 12.93%
1
Open
Apr 23, 2024
Charles Schwab
3.4%
▲ 40.32%
2
Sell
Apr 16, 2024
Ulta Beauty
5.21%
▼ 0.78%
2
Buy
Apr 16, 2024
T Rowe Price
▼ 0.50%
3
Close
Apr 12, 2024
Dollar General
▼ 9.51%
2
Close
Apr 12, 2024
Mettler-Toledo
3.68%
▲ 40.30%
3
Sell
Apr 02, 2024
Starbucks
2.43%
▼ 15.57%
1
Open
Apr 02, 2024
Nike
3.18%
▼ 21.52%
2
Buy
Mar 22, 2024
Marketaxess Holdings
2.69%
▼ 2.26%
1
Open
Mar 19, 2024
West Pharmaceutical Services
▲ 17.42%
2
Close
Mar 14, 2024
Alphabet Class A
4%
▲ 39.66%
1
Open
Mar 05, 2024
The Hershey Company
4.09%
▼ 4.47%
2
Buy
Dec 05, 2023
Celanese
▲ 25.56%
3
Close
Nov 15, 2023
Edwards Lifesciences
5.74%
▲ 25.78%
2
Buy
Nov 15, 2023
Meta Platforms
▲ 27.29%
4
Close
Nov 02, 2023
Paycom
4.28%
▼ 29.57%
2
Buy
Nov 02, 2023