tiprankstipranks

Primary - New Portfolio

John

Primary
Individual Investor
Ranked #91,259 out of 705,429 TipRanks' Investors
Success Rate
46%
208 out of 449
profitable transactions
Average Return
24.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.76%
6-Month Return▲ 6.02%
12-Month Return▲ 4.84%
YTD Return▲ 8.07%
Total Return▲ 18.84%

Best Trade

Opened at
Closed at-
Gain▲ 793.03%

Bio

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

Performance

11.13%0-11.13%
May 2023
Jun 2023
Jul 2023
Aug 2023
Sep 2023
Oct 2023
Nov 2023
Dec 2023
TipRanks AverageS&P 500Investor Portfolio
▲ 5.30%▲ 0.46%▼ 3.62%
▲ 10.44%▲ 6.48%▲ 6.14%
▲ 11.13%▲ 3.27%▲ 4.27%
▼ 8.63%▼ 1.63%▼ 3.75%
▼ 4.53%▼ 4.74%▼ 4.45%
▼ 6.45%▼ 2.17%▼ 2.86%
▲ 9.22%▲ 9.13%▲ 8.07%
▲ 0.05%▲ 0.59%▲ 1.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Twitter
▲ 15.46%
2
Close
Oct 27, 2022
Qualcomm
0.72%
▲ 44.01%
7
Buy
Jun 25, 2022
Thompson Bond Fund
1.16%
▼ 27.35%
8
Buy
Jun 25, 2022
McDonald's
2.69%
▲ 139.22%
8
Buy
Jun 25, 2022
Energizer Holdings
0.34%
▼ 9.43%
8
Buy
Jun 22, 2022
Viatris
0.07%
▼ 24.91%
7
Buy
Jun 21, 2022
iShares China Large-Cap ETF
0.23%
▼ 46.31%
6
Buy
Jun 17, 2022
iShares MSCI Emerging Markets ETF
0.32%
▼ 27.16%
6
Buy
Jun 17, 2022
3M
0.45%
▼ 3.35%
8
Buy
Jun 15, 2022
Chevron
0.96%
▲ 35.45%
8
Buy
Jun 14, 2022
International Business Machines
0.68%
▲ 46.71%
8
Buy
Jun 14, 2022
Exxon Mobil
2.22%
▲ 14.52%
15
Buy
Jun 14, 2022
Pfizer
1.74%
▼ 4.22%
8
Buy
Jun 14, 2022
Laboratory
0.58%
▲ 107.67%
2
Buy
Jun 11, 2022
Microsoft
6.24%
▲ 273.62%
8
Buy
Jun 11, 2022
iShares iBoxx $ Investment Grade Corporate Bond ETF
1.49%
▼ 5.26%
13
Buy
Jun 08, 2022
Johnson & Johnson
2.14%
▲ 15.37%
13
Buy
Jun 08, 2022
iShares Preferred & Income Securities ETF
2.41%
▼ 30.19%
15
Buy
Jun 08, 2022
Amazon
1.16%
▲ 4.00%
5
Sell
Jun 06, 2022
Honeywell International
1.58%
▲ 28.52%
8
Buy
Jun 06, 2022