tiprankstipranks

New Portfolio - New Portfolio

Steve Brown

New Portfolio
Individual Investor
Ranked #161,894 out of 732,069 TipRanks' Investors
Success Rate
63%
10 out of 16
profitable transactions
Average Return
24.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.46%
6-Month Return▲ 28.09%
12-Month Return▲ 35.98%
YTD Return▲ 12.18%
Total Return▲ 18.51%

Best Trade

Opened at
Closed at-
Gain▲ 222.98%

Bio

Long Term Plays (3+ years) with 50% Dividend Income and 50% Capital Appreciation.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.12%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.93%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.83%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.85%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.63%
Apr 2024
▲ 5.14%
▲ 0.61%
▲ 3.45%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.12%
▲ 9.22%▲ 9.13%▲ 12.93%
▲ 5.14%▲ 4.57%▲ 5.83%
▼ 1.87%▲ 1.59%▲ 1.08%
▲ 14.08%▲ 5.22%▲ 1.65%
▲ 5.05%▲ 3.27%▲ 3.85%
▼ 12.40%▼ 4.03%▲ 1.63%
▲ 5.14%▲ 0.61%▲ 3.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BlackRock Capital Investment
▲ 12.30%
2
Close
Mar 18, 2024
BlackRock TCP Capital
7.69%
▲ 1.98%
1
Open
Mar 18, 2024
AT&T
7.69%
▼ 2.77%
1
Open
Jan 10, 2022
Goldman Sachs Group
7.69%
▲ 17.06%
1
Open
Jan 10, 2022
General Motors
7.69%
▼ 25.20%
1
Open
Jan 10, 2022
Dollar General
7.69%
▼ 40.10%
1
Open
Jan 10, 2022
Apple
7.69%
▲ 7.85%
1
Open
Jan 10, 2022
Amgen
7.69%
▲ 45.35%
1
Open
Jan 10, 2022
Petroleo Brasileiro SA- Petrobras
7.69%
▲ 222.98%
1
Open
Jan 10, 2022
Ternium SA
7.69%
▲ 5.78%
1
Open
Jan 10, 2022
Rio Tinto
7.69%
▲ 16.77%
1
Open
Jan 10, 2022
Golden Ocean Group
7.69%
▲ 104.99%
1
Open
Jan 10, 2022
Annexon Biosciences
▼ 38.09%
2
Close
Jan 10, 2022
Open Lending
▼ 11.74%
2
Close
Jan 10, 2022
Tencent Music Entertainment Group
7.69%
▲ 93.69%
1
Open
Nov 29, 2021
Two Harbors
7.69%
▼ 22.13%
1
Open
Nov 29, 2021