tiprankstipranks

AC MidCap - New Portfolio

Jazz Paw

AC MidCap
Individual Investor
Ranked #4,405 out of 730,199 TipRanks' Investors
Success Rate
76%
68 out of 89
profitable transactions
Average Return
73.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.92%
6-Month Return▲ 22.02%
12-Month Return▲ 17.41%
YTD Return▲ 0.67%
Total Return▲ 107.06%

Best Trade

Opened at
Closed at-
Gain▲ 389.69%

Bio

Paper portfolio of companies with a market cap mostly between $8B and $30B, with some outliers.

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 6.43%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.62%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.73%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.79%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.61%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 5.12%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.43%
▼ 6.45%▼ 2.17%▼ 4.62%
▲ 9.22%▲ 9.13%▲ 12.53%
▲ 5.14%▲ 4.57%▲ 7.73%
▼ 1.87%▲ 1.59%▼ 1.79%
▲ 14.08%▲ 5.22%▲ 5.29%
▲ 5.05%▲ 3.27%▲ 2.61%
▼ 18.13%▼ 3.38%▼ 5.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Twitter
▲ 70.43%
3
Close
Oct 27, 2022
Covetrus
▼ 29.53%
5
Close
Oct 12, 2022
Citrix Systems
▲ 1.99%
3
Close
Sep 26, 2022
Copart
3.24%
▲ 147.71%
2
Buy
Jun 25, 2020
Teledyne Technologies
1.66%
▲ 11.93%
2
Buy
Jun 25, 2020
Cerner
▲ 20.12%
3
Close
Jun 25, 2020
Henry Schein
▼ 8.45%
3
Close
Jun 25, 2020
WW Grainger
▲ 0.15%
4
Close
Jun 25, 2020
Clorox
▲ 42.56%
3
Close
Jun 25, 2020
Darden Restaurants
▼ 30.79%
3
Close
Jun 25, 2020
PTC
▼ 16.12%
4
Close
Jun 25, 2020
Curtiss-Wright
1.49%
▲ 80.22%
1
Open
Jan 03, 2020
VF
0.22%
▼ 80.94%
3
Sell
Aug 24, 2019
Block
1.71%
▲ 0.14%
3
Buy
Aug 02, 2019
Revvity
1.2%
▲ 18.61%
1
Open
Jul 30, 2019
Idexx Laboratories
1.72%
▲ 74.07%
1
Open
Jul 26, 2019
Pool
2.17%
▲ 110.59%
1
Open
Jun 19, 2019
A. O. Smith Corporation
4.37%
▲ 94.98%
3
Buy
May 18, 2019
Trade Desk
6.35%
▲ 339.67%
2
Buy
May 09, 2019
Columbia Sportswear
1.5%
▼ 17.41%
3
Buy
Apr 29, 2019