tiprankstipranks

Primary - New Portfolio

John

Primary
Individual Investor
Ranked #98,278 out of 730,435 TipRanks' Investors
Success Rate
48%
217 out of 450
profitable transactions
Average Return
27.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.38%
6-Month Return▲ 15.29%
12-Month Return▲ 11.75%
YTD Return▲ 0.96%
Total Return▲ 24.56%

Best Trade

Opened at
Closed at-
Gain▲ 789.66%

Bio

Primary. Buy and hold. 10 to 20 years time frame.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.45%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.86%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.07%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.99%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.13%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.07%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 3.13%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.45%
▼ 6.45%▼ 2.17%▼ 2.86%
▲ 9.22%▲ 9.13%▲ 8.07%
▲ 5.14%▲ 4.57%▲ 4.99%
▼ 1.87%▲ 1.59%▼ 1.13%
▲ 14.08%▲ 5.22%▲ 2.28%
▲ 5.05%▲ 3.27%▲ 3.07%
▼ 13.70%▼ 3.74%▼ 3.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Spirit Realty Capital
▼ 14.13%
8
Close
Jan 23, 2024
Realty Income
0.36%
▼ 3.91%
1
Buy
Jan 23, 2024
Twitter
▲ 15.46%
2
Close
Oct 27, 2022
Qualcomm
0.91%
▲ 80.97%
7
Buy
Jun 25, 2022
Thompson Bond Fund
1.19%
▼ 24.90%
8
Buy
Jun 25, 2022
McDonald's
2.52%
▲ 130.42%
8
Buy
Jun 25, 2022
Energizer Holdings
0.32%
▼ 19.14%
8
Buy
Jun 22, 2022
Viatris
0.08%
▼ 11.02%
7
Buy
Jun 21, 2022
iShares China Large-Cap ETF
0.25%
▼ 43.82%
6
Buy
Jun 17, 2022
iShares MSCI Emerging Markets ETF
0.34%
▼ 24.52%
6
Buy
Jun 17, 2022
3M
0.41%
▼ 14.59%
8
Buy
Jun 15, 2022
Chevron
1.1%
▲ 54.54%
8
Buy
Jun 14, 2022
International Business Machines
0.69%
▲ 53.82%
8
Buy
Jun 14, 2022
Exxon Mobil
2.56%
▲ 24.70%
15
Buy
Jun 14, 2022
Pfizer
1.5%
▼ 17.37%
8
Buy
Jun 14, 2022
Laboratory
0.52%
▲ 85.54%
2
Buy
Jun 11, 2022
Microsoft
6.76%
▲ 303.89%
8
Buy
Jun 11, 2022
iShares iBoxx $ Investment Grade Corporate Bond ETF
1.45%
▼ 6.99%
13
Buy
Jun 08, 2022
Johnson & Johnson
1.95%
▲ 9.77%
13
Buy
Jun 08, 2022
iShares Preferred & Income Securities ETF
2.42%
▼ 29.14%
15
Buy
Jun 08, 2022