DB

1
Individual Investor
Ranked #23,093 out of 748,626 TipRanks' Investors
Success Rate
76%
292 out of 384
profitable transactions
Average Return
18.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.54%
6-Month Return▲ 12.15%
12-Month Return▲ 24.24%
YTD Return▲ 16.04%
Total Return▲ 46.56%

Best Trade

Opened at
Closed at-
Gain▲ 143.36%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 1.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.04%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.27%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.67%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 0.07%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 1.70%
▼ 1.87%▲ 1.59%▲ 2.95%
▲ 14.08%▲ 5.22%▲ 3.36%
▲ 5.05%▲ 3.27%▲ 6.04%
▼ 12.40%▼ 4.03%▼ 1.15%
▲ 11.46%▲ 5.06%▲ 3.27%
▼ 2.25%▲ 3.53%▲ 0.67%
▲ 24.77%▼ 1.07%▲ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Comcast
2.6%
▼ 10.03%
12
Buy
Jul 24, 2024
Plains All American
2.62%
▲ 28.67%
24
Buy
Jul 23, 2024
Enterprise Products Partners
3.45%
▲ 5.99%
8
Buy
Jul 18, 2024
Nvidia
1.05%
▼ 13.31%
4
Buy
Jul 16, 2024
Steel Dynamics
5.87%
▲ 59.80%
23
Buy
Jul 12, 2024
Essential Properties Realty
3.12%
▲ 23.58%
16
Buy
Jul 12, 2024
Qualcomm
8.06%
▲ 23.51%
15
Sell
Jul 05, 2024
Ares Capital
2.98%
▲ 3.73%
18
Buy
Jul 05, 2024
Coca-Cola
4.91%
▲ 12.51%
16
Buy
Jul 02, 2024
New Jersey Resources
2.14%
▲ 2.49%
4
Buy
Jul 01, 2024
Financial Select Sector SPDR Fund
3.16%
▲ 21.72%
13
Buy
Jun 27, 2024
SPDR Portfolio S&P 500 ETF
1.38%
▲ 11.54%
8
Buy
Jun 27, 2024
Golub Capital Bdc
1.9%
▼ 3.46%
11
Buy
Jun 25, 2024
Star Bulk Carriers
0.75%
▲ 11.04%
12
Buy
Jun 21, 2024
Alphabet Class C
4.82%
▲ 30.24%
14
Buy
Jun 17, 2024
Raytheon Technologies
9.28%
▲ 30.65%
18
Buy
Jun 14, 2024
DHT Holdings
0.84%
▲ 18.08%
7
Buy
Jun 03, 2024
Energy Transfer
7.78%
▲ 55.90%
47
Buy
May 21, 2024
Baker Hughes Company
0.98%
▲ 6.62%
7
Buy
May 16, 2024
MPLX
5.99%
▲ 27.38%
25
Buy
May 14, 2024