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Primary
- New Portfolio
Performance
Portfolio Details
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
Asset
Ross Stores (ROST)
Opened at
May 10, 2022
Closed at
-
Gain
▲ 793.03%
Bio
Primary. Buy and hold. 10 to 20 years time frame.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
11.13%
0
-11.13%
May 2023
Jun 2023
Jul 2023
Aug 2023
Sep 2023
Oct 2023
Nov 2023
Dec 2023
TipRanks Average
S&P 500
Investor 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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TWTR
Twitter
―
▲ 15.46%
2
Close
Oct 27, 2022
QCOM
Qualcomm
0.72%
▲ 44.01%
7
Buy
Jun 25, 2022
THOPX
Thompson Bond Fund
1.16%
▼ 27.35%
8
Buy
Jun 25, 2022
MCD
McDonald's
2.69%
▲ 139.22%
8
Buy
Jun 25, 2022
ENR
Energizer Holdings
0.34%
▼ 9.43%
8
Buy
Jun 22, 2022
VTRS
Viatris
0.07%
▼ 24.91%
7
Buy
Jun 21, 2022
FXI
iShares China Large-Cap ETF
0.23%
▼ 46.31%
6
Buy
Jun 17, 2022
EEM
iShares MSCI Emerging Markets ETF
0.32%
▼ 27.16%
6
Buy
Jun 17, 2022
MMM
3M
0.45%
▼ 3.35%
8
Buy
Jun 15, 2022
CVX
Chevron
0.96%
▲ 35.45%
8
Buy
Jun 14, 2022
IBM
International Business Machines
0.68%
▲ 46.71%
8
Buy
Jun 14, 2022
XOM
Exxon Mobil
2.22%
▲ 14.52%
15
Buy
Jun 14, 2022
PFE
Pfizer
1.74%
▼ 4.22%
8
Buy
Jun 14, 2022
LH
Laboratory
0.58%
▲ 107.67%
2
Buy
Jun 11, 2022
MSFT
Microsoft
6.24%
▲ 273.62%
8
Buy
Jun 11, 2022
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
1.49%
▼ 5.26%
13
Buy
Jun 08, 2022
JNJ
Johnson & Johnson
2.14%
▲ 15.37%
13
Buy
Jun 08, 2022
PFF
iShares Preferred & Income Securities ETF
2.41%
▼ 30.19%
15
Buy
Jun 08, 2022
AMZN
Amazon
1.16%
▲ 4.00%
5
Sell
Jun 06, 2022
HON
Honeywell International
1.58%
▲ 28.52%
8
Buy
Jun 06, 2022
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