tiprankstipranks

New Portfolio - New Portfolio

2BD50229

New Portfolio
Individual Investor
Ranked #78,749 out of 729,985 TipRanks' Investors
Success Rate
66%
35 out of 53
profitable transactions
Average Return
15.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.35%
6-Month Return▲ 18.24%
12-Month Return▲ 9.53%
YTD Return▲ 1.95%
Total Return▲ 11.27%

Best Trade

Opened at
Closed at-
Gain▲ 393.53%

Bio

Learning Portfolio

Performance

14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 5.14%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.16%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.10%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.87%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.28%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 3.84%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.14%
▼ 6.45%▼ 2.17%▼ 1.16%
▲ 9.22%▲ 9.13%▲ 8.10%
▲ 5.14%▲ 4.57%▲ 7.38%
▼ 1.87%▲ 1.59%▼ 0.87%
▲ 14.08%▲ 5.22%▲ 2.57%
▲ 5.05%▲ 3.27%▲ 4.28%
▼ 14.65%▼ 4.46%▼ 3.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Dcp Midstream Partners
▲ 60.34%
3
Close
Jun 15, 2023
Rolls-Royce
12.88%
▲ 132.15%
4
Open
Aug 08, 2022
Cheniere Energy
▲ 5.24%
3
Close
Feb 07, 2022
Comcast
▼ 0.25%
3
Close
Feb 07, 2022
Mondelez International
▲ 0.34%
3
Close
Feb 07, 2022
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
▼ 0.93%
3
Close
Feb 07, 2022
Strategy Shares Nasdaq 7HANDL Index ETF
▲ 0.49%
3
Close
Feb 07, 2022
ProShares Pet Care ETF
▲ 0.37%
3
Close
Feb 07, 2022
AbbVie
6.33%
▲ 35.47%
2
Buy
Jan 31, 2022
Simon Property
4.91%
▲ 13.14%
2
Buy
Jan 31, 2022
Bank of New York Mellon Corporation
5.01%
▲ 4.94%
2
Buy
Jan 31, 2022
Bristol-Myers Squibb
3.9%
▼ 17.56%
2
Buy
Jan 31, 2022
Vodafone
2.6%
▼ 39.88%
2
Buy
Jan 31, 2022
Kinder Morgan
5.61%
▲ 23.25%
2
Buy
Jan 31, 2022
Citigroup
4.84%
▲ 6.53%
2
Buy
Jan 31, 2022
Ares Capital
4.91%
▲ 17.79%
2
Buy
Jan 31, 2022
Walgreens Boots Alliance
1.8%
▼ 58.96%
2
Buy
Jan 31, 2022
Lockheed Martin
5.96%
▲ 25.55%
2
Buy
Jan 31, 2022
Coca-Cola
5.06%
▲ 7.62%
2
Buy
Jan 31, 2022
US Bancorp
3.57%
▼ 21.17%
2
Buy
Jan 31, 2022