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Chad's Portfolio - New Portfolio

Chad Olson

Chad's Portfolio
Individual Investor
Ranked #336,452 out of 723,149 TipRanks' Investors
Success Rate
47%
225 out of 481
profitable transactions
Average Return
1.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.68%
6-Month Return▲ 17.15%
12-Month Return▲ 17.90%
YTD Return▲ 5.67%
Total Return▲ 10.44%

Best Trade

Opened at
Closed at-
Gain▲ 187.29%

Bio

This is personal investment portfolio.

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 4.07%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 5.20%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.25%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.96%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.47%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.48%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.07%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 4.03%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 4.07%
▼ 4.52%▼ 4.74%▼ 5.20%
▼ 6.45%▼ 2.17%▼ 4.25%
▲ 9.22%▲ 9.13%▲ 8.96%
▲ 5.14%▲ 4.57%▲ 6.47%
▼ 1.87%▲ 1.59%▼ 0.48%
▲ 14.08%▲ 5.22%▲ 2.07%
▲ 1.35%▲ 3.29%▲ 4.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple
▲ 5.12%
8
Close
Feb 19, 2023
Cisco Systems
▲ 0.80%
12
Close
Feb 19, 2023
Microsoft
▼ 5.72%
14
Close
Feb 19, 2023
Danaher
6.37%
▲ 2.69%
5
Buy
Feb 19, 2023
British American Tobacco
1.18%
▼ 10.93%
1
Open
Feb 19, 2023
Honeywell International
1.05%
▲ 3.12%
7
Buy
Feb 13, 2023
Johnson & Johnson
4.03%
▼ 0.87%
14
Buy
Feb 13, 2023
Walgreens Boots Alliance
1.57%
▼ 7.37%
13
Open
Feb 13, 2023
Qualcomm
0.86%
▲ 11.77%
9
Buy
Feb 13, 2023
Starbucks
0.46%
▲ 2.72%
14
Buy
Feb 13, 2023
Hasbro
1.51%
▲ 4.27%
7
Open
Feb 13, 2023
Verizon
1.5%
▲ 0.50%
11
Buy
Feb 13, 2023
GlaxoSmithKline
1.53%
▲ 7.81%
5
Open
Feb 13, 2023
Ford Motor
2.79%
▼ 2.23%
6
Buy
Feb 13, 2023
Alphabet Class A
4.62%
▲ 12.69%
11
Buy
Feb 13, 2023
NextEra Energy
3.49%
▼ 2.52%
12
Buy
Feb 13, 2023
Newmont Mining
1.1%
▼ 13.05%
3
Open
Feb 13, 2023
Pfizer
3.36%
▼ 12.95%
12
Buy
Feb 13, 2023
Emerson Electric Company
3.37%
▲ 16.72%
3
Open
Feb 13, 2023
Leggett & Platt
0.1%
▼ 18.63%
3
Open
Feb 13, 2023