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New Portfolio - New Portfolio

PerformancePortfolio Details

MATTHEW SCHULTZ

New Portfolio
Individual Investor
Ranked #16,889 out of 748,626 TipRanks' Investors
Success Rate
65%
103 out of 158
profitable transactions
Average Return
56.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.41%
6-Month Return▲ 12.15%
12-Month Return▲ 11.79%
YTD Return▲ 8.42%
Total Return▲ 115.49%

Best Trade

AssetCleanspark (CLSK)
Opened at
Closed at-
Gain▲ 851.76%

Bio

Matthew Brian Schultz has been in the Financial & Banking Industry for over 20 years and is the currently President of Retail for American Financial Network. He has held this position since 2015 and has been with American Financial Network for over 8

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 11.58%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.90%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.92%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.15%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.19%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.16%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 2.41%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.58%
▼ 1.87%▲ 1.59%▼ 3.90%
▲ 14.08%▲ 5.22%▲ 7.92%
▲ 5.05%▲ 3.27%▲ 5.15%
▼ 12.40%▼ 4.03%▼ 4.70%
▲ 11.46%▲ 5.06%▲ 5.19%
▼ 2.25%▲ 3.53%▼ 3.16%
▲ 24.77%▼ 1.07%▲ 2.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CPE
Callon
―
▲ 93.30%
2
Close
Mar 28, 2024
APA
APA
0.7%
▼ 7.59%
1
Open
Mar 28, 2024
AYX
Alteryx
―
▼ 60.11%
2
Close
Mar 18, 2024
AVTA
Avantax
―
▲ 122.14%
2
Close
Nov 27, 2023
CIR
Circor International
―
▲ 167.56%
2
Close
Oct 17, 2023
ATVI
Activision Blizzard
―
▲ 18.95%
2
Close
Oct 12, 2023
PRTK
Paratek Pharmaceuticals
―
▼ 55.40%
2
Close
Sep 20, 2023
IDCC
InterDigital
0.7%
▲ 30.31%
1
Open
Jun 28, 2023
ROCC
Ranger Oil
―
▲ 457.17%
2
Close
Jun 16, 2023
BTE
Baytex Energy
0.7%
▲ 15.12%
1
Open
Jun 16, 2023
CPB
Campbell Soup
―
▲ 13.71%
2
Close
Jun 06, 2023
BNTX
BioNTech SE
―
▲ 66.18%
2
Close
Jun 06, 2023
LUV
Southwest Airlines
―
▼ 6.88%
2
Close
Jun 06, 2023
INTC
Intel
0.7%
▲ 1.85%
1
Open
Jun 06, 2023
MCRB
Seres Therapeutics
0.7%
▼ 71.43%
1
Open
Jun 06, 2023
AYI
Acuity Brands
0.7%
▲ 53.05%
1
Open
Jun 06, 2023
CLF
Cleveland-Cliffs
0.7%
▼ 3.05%
1
Open
Jun 06, 2023
DVN
Devon Energy
0.7%
▲ 0.26%
1
Open
Jun 06, 2023
XOM
Exxon Mobil
0.7%
▲ 14.52%
1
Open
Jun 06, 2023
OLN
Olin
0.7%
▼ 5.14%
1
Open
Jun 06, 2023