Assets - New Portfolio

bigjeff0065

Assets
Individual Investor
Ranked #16,261 out of 748,869 TipRanks' Investors
Success Rate
72%
137 out of 190
profitable transactions
Average Return
41.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.28%
6-Month Return▲ 14.16%
12-Month Return▲ 12.53%
YTD Return▲ 12.39%
Total Return▲ 174.88%

Best Trade

Opened at
Closed at-
Gain▲ 647.65%

Bio

rebuilding after Obama refused to spur the economy

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 5.81%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.65%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.99%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.45%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.06%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 9.13%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.81%
▼ 1.87%▲ 1.59%▼ 2.65%
▲ 14.08%▲ 5.22%▲ 2.30%
▲ 5.05%▲ 3.27%▲ 2.99%
▼ 12.40%▼ 4.03%▼ 4.45%
▲ 11.46%▲ 5.06%▲ 3.98%
▼ 2.25%▲ 3.53%▲ 1.06%
▲ 24.77%▼ 1.07%▲ 9.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Genuine Parts Company
3.86%
▲ 43.66%
3
Buy
Feb 20, 2024
fuboTV
0.14%
▼ 72.70%
4
Buy
Feb 09, 2024
Coca-Cola
4.41%
▲ 44.17%
6
Buy
Feb 09, 2024
Carrier Global
1.68%
▲ 96.77%
6
Buy
Feb 09, 2024
AbbVie
7.97%
▲ 58.83%
5
Buy
Feb 09, 2024
Altria Group
1.98%
▲ 32.53%
7
Buy
Feb 09, 2024
Enbridge
3.79%
▲ 10.72%
3
Buy
Feb 09, 2024
Exxon Mobil
3.77%
▲ 121.12%
8
Buy
Feb 09, 2024
W. P. Carey Inc.
3.93%
▲ 4.86%
8
Buy
Feb 09, 2024
Realty Income
7.91%
▲ 11.41%
14
Buy
Feb 09, 2024
BARK Inc Class A
▼ 73.67%
3
Close
Feb 09, 2024
Bristol-Myers Squibb
2%
▼ 11.47%
5
Buy
Feb 09, 2024
Digital Turbine
0.24%
▼ 90.11%
10
Buy
Feb 09, 2024
Prudential Financial
15.88%
▲ 87.80%
16
Buy
Feb 09, 2024
Datadog
1.72%
▲ 8.69%
2
Buy
Feb 09, 2024
Procter & Gamble
5.15%
▲ 55.22%
4
Buy
Feb 09, 2024
Tyson Foods
0.64%
▲ 13.45%
3
Buy
Feb 09, 2024
Southern Co
10.14%
▲ 59.28%
10
Buy
Feb 09, 2024
Palantir Technologies
1.31%
▲ 41.41%
11
Sell
Feb 09, 2024
Hims & Hers Health
2.42%
▲ 200.61%
3
Buy
Feb 09, 2024