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New Portfolio
- New Portfolio
Performance
Portfolio Details
Art Advisory
New Portfolio
Individual Investor
Ranked #1,907 out of 627,489 TipRanks' Investors
Success Rate
87%
97 out of 112
profitable transactions
Average Return
26.33%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 5.51%
6-Month Return
▲ 10.33%
12-Month Return
▼ 9.75%
YTD Return
▼ 0.26%
Total Return
▲ 52.53%
Best Trade
Asset
Energy Tran... (ET)
Opened at
Nov 03, 2020
Closed at
-
Gain
▲ 159.83%
Bio
This is my investment portfolio for a client.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.21%
0
-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks Average
S&P 500
Investor Portfolio
▼ 5.22%
▼ 4.08%
▼ 2.45%
▼ 14.21%
▼ 9.24%
▼ 10.48%
▼ 2.92%
▲ 8.13%
▲ 12.51%
▲ 6.21%
▲ 5.56%
▲ 4.37%
▼ 11.62%
▼ 5.76%
▼ 5.52%
▲ 21.21%
▲ 6.29%
▲ 7.28%
▼ 2.73%
▼ 2.51%
▼ 1.90%
▲ 3.82%
▲ 0.25%
▼ 5.23%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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PSTH
Pershing Square Tontine Holdings
―
▼ 9.44%
2
Close
Jul 25, 2022
WFC
Wells Fargo
4.61%
▲ 44.22%
5
Buy
Jan 13, 2021
VTVT
vTv Therapeutics
―
▲ 19.48%
4
Close
Dec 11, 2020
CVX
Chevron
9.92%
▲ 106.96%
4
Buy
Nov 16, 2020
NTDOY
Nintendo Co
1.03%
▼ 4.04%
3
Open
Nov 13, 2020
ET
Energy Transfer
9.3%
▲ 145.78%
6
Buy
Nov 13, 2020
DANOY
Danone SA
0.9%
▲ 7.36%
3
Sell
Nov 11, 2020
RTX
Raytheon Technologies
―
▲ 11.19%
5
Close
Nov 10, 2020
TJX
TJX Companies
―
▲ 18.06%
3
Close
Nov 10, 2020
SPG
Simon Property
―
▲ 21.93%
6
Close
Nov 10, 2020
CSCO
Cisco Systems
3.75%
▲ 39.14%
3
Buy
Nov 05, 2020
C
Citigroup
5.48%
▲ 1.62%
6
Buy
Nov 05, 2020
CI
Cigna
―
▲ 22.08%
5
Close
Nov 04, 2020
AB
AllianceBernstein
0.71%
▲ 34.07%
1
Open
Nov 03, 2020
AAPL
Apple
7.64%
▲ 42.43%
5
Sell
Nov 03, 2020
NVS
Novartis
3.99%
▲ 5.80%
5
Buy
Nov 03, 2020
MSFT
Microsoft
11.89%
▲ 38.22%
3
Buy
Nov 03, 2020
PLBY
PLBY Group
0.11%
▼ 79.13%
1
Open
Nov 03, 2020
AEVA
Aeva Technologies
0.06%
▼ 88.26%
1
Open
Nov 03, 2020
MO
Altria Group
3.26%
▲ 34.49%
4
Buy
Oct 29, 2020
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