tiprankstipranks

New Portfolio - New Portfolio

Invest_khv

New Portfolio
Individual Investor
Ranked #23,991 out of 730,641 TipRanks' Investors
Success Rate
75%
189 out of 252
profitable transactions
Average Return
13.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.62%
6-Month Return▲ 16.61%
12-Month Return▲ 18.07%
YTD Return▲ 0.94%
Total Return▲ 64.98%

Best Trade

Opened at
Closed at
Gain▲ 317.82%

Bio

This is my long term portfolio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 1.86%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.15%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.84%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.98%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.09%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.83%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 1.62%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.86%
▼ 6.45%▼ 2.17%▼ 5.15%
▲ 9.22%▲ 9.13%▲ 7.84%
▲ 5.14%▲ 4.57%▲ 4.98%
▼ 1.87%▲ 1.59%▼ 1.09%
▲ 14.08%▲ 5.22%▲ 0.88%
▲ 5.05%▲ 3.27%▲ 2.83%
▼ 11.79%▼ 2.83%▼ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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0.8%
▼ 1.53%
1
Open
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0.79%
▼ 0.54%
1
Open
Mar 07, 2024
Guggenheim Strategic Opportunities Fund
2%
▲ 10.79%
2
Buy
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Pennantpark $
6.43%
▲ 14.45%
7
Buy
Dec 12, 2023
uniQure
▼ 49.17%
4
Close
Jun 05, 2023
Arq Inc
▼ 72.08%
2
Close
Jun 05, 2023
Altria Group
▲ 24.83%
8
Close
Jun 02, 2023
JPMorgan Equity Premium Income ETF
8.67%
▲ 12.88%
6
Buy
May 31, 2023
PayPal Holdings
▼ 67.21%
3
Close
Feb 21, 2023
Lendingtree
▼ 79.61%
2
Close
Feb 21, 2023
Omega Healthcare
4.79%
▲ 14.96%
9
Sell
Feb 21, 2023
Lumen Technologies
▼ 67.15%
7
Close
Feb 21, 2023
Medifast
▼ 43.14%
3
Close
Feb 21, 2023
Kyndryl Holdings Incorporation
▼ 21.84%
2
Close
Feb 21, 2023
G1 Therapeutics
▼ 54.27%
6
Close
Feb 21, 2023
Fiserv
▲ 12.34%
7
Close
Feb 21, 2023
Alteryx
▼ 13.21%
5
Close
Feb 21, 2023
Arcturus Therapeutics
▲ 4.95%
5
Close
Feb 21, 2023
PIMCO Dynamic
4.3%
▲ 6.21%
4
Buy
Jan 31, 2023
Brookfield Real Assets Income Fund Inc of Benef. Interest
4.97%
▼ 20.76%
6
Buy
Dec 01, 2022