tiprankstipranks

New Portfolio - New Portfolio

ph6601

New Portfolio
Individual Investor
Ranked #24,615 out of 732,319 TipRanks' Investors
Success Rate
77%
110 out of 143
profitable transactions
Average Return
11.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.92%
6-Month Return▲ 26.46%
12-Month Return▲ 50.11%
YTD Return▲ 15.85%
Total Return▲ 114.31%

Best Trade

Opened at
Closed at-
Gain▲ 94.96%

Bio

Stocks and ETFs. All equities were purchased 3/23/20 with exception of JPM and VZ (long term holdings). Added FLIR in April and sold BAX and IYY at profit from 3/23 purchases. ETFs acquired over past 3-4 years with some additions in March.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 0.26%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.60%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.25%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.16%
Apr 2024
▲ 8.52%
▲ 1.85%
▲ 4.71%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 0.26%
▲ 9.22%▲ 9.13%▲ 8.60%
▲ 5.14%▲ 4.57%▲ 6.10%
▼ 1.87%▲ 1.59%▲ 1.22%
▲ 14.08%▲ 5.22%▲ 6.15%
▲ 5.05%▲ 3.27%▲ 5.25%
▼ 12.40%▼ 4.03%▼ 2.16%
▲ 8.52%▲ 1.85%▲ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Topgolf Callaway Brands
0%
▼ 1.08%
1
Open
Aug 23, 2023
JPMorgan Chase & Co.
0%
▲ 23.91%
6
Open
May 05, 2023
Amazon
27.24%
▲ 40.66%
10
Buy
May 02, 2023
Qualcomm
2.64%
▲ 14.04%
11
Open
May 02, 2023
Microsoft
▲ 21.99%
12
Close
May 02, 2023
Verizon
3.96%
▼ 12.31%
10
Open
May 02, 2023
Gilead Sciences
0.95%
▼ 2.29%
4
Open
May 02, 2023
Diamondback
5.88%
▲ 58.96%
1
Open
May 02, 2023
Lincoln National
0.32%
▲ 50.87%
1
Open
May 02, 2023
Seagate Tech
0.07%
▲ 64.19%
1
Open
May 02, 2023
SPDR Portfolio Long Term Corporate Bond ETF
2.93%
▲ 0.88%
1
Open
May 02, 2023
iShares Select Dividend ETF
1.77%
▲ 10.73%
1
Open
May 02, 2023
SPDR Portfolio Long Term Treasury ETF
1.17%
▼ 9.92%
1
Open
May 02, 2023
Vanguard International Dividend Appreciation ETF
1.15%
▲ 8.50%
1
Open
May 02, 2023
Intel
▲ 3.68%
4
Close
Feb 04, 2023
Alphabet Class A
37.53%
▲ 41.18%
14
Buy
Jan 17, 2023
Coinbase Global
▼ 15.32%
4
Close
Oct 28, 2022
Apple
▲ 13.81%
7
Close
Oct 28, 2022
Blink Charging Co
▼ 56.96%
3
Close
Oct 28, 2022
ChargePoint Holdings
▼ 25.00%
5
Close
Aug 04, 2022