tiprankstipranks

5/5/20 - New Portfolio

Charles E Jones

5/5/20
Individual Investor
Ranked #13,389 out of 728,988 TipRanks' Investors
Success Rate
91%
19 out of 21
profitable transactions
Average Return
100.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.69%
6-Month Return▲ 18.34%
12-Month Return▲ 22.43%
YTD Return▲ 8.19%
Total Return▲ 111.18%

Best Trade

Opened at
Closed at-
Gain▲ 259.13%

Bio

core

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 3.50%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.55%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.47%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.98%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.42%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 2.63%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.50%
▼ 6.45%▼ 2.17%▼ 2.55%
▲ 9.22%▲ 9.13%▲ 6.47%
▲ 5.14%▲ 4.57%▲ 3.98%
▼ 1.87%▲ 1.59%▲ 2.89%
▲ 14.08%▲ 5.22%▲ 3.42%
▲ 5.05%▲ 3.27%▲ 4.42%
▼ 24.26%▼ 4.50%▼ 2.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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International Business Machines
0%
▲ 90.42%
1
Open
Apr 23, 2020
Invesco QQQ Trust
24.32%
▲ 112.34%
3
Buy
Apr 16, 2020
SPDR S&P 500 ETF Trust
9.81%
▲ 95.19%
4
Buy
Apr 16, 2020
Sysco
3.42%
▲ 69.08%
1
Open
Apr 09, 2020
Alphabet Class A
6.67%
▲ 161.16%
2
Buy
Apr 09, 2020
Cisco Systems
3.03%
▲ 31.68%
2
Buy
Apr 09, 2020
United States Oil Fund LP
0.06%
▲ 83.38%
1
Open
Apr 08, 2020
Qualcomm
5.64%
▲ 148.59%
1
Open
Apr 05, 2020
AbbVie
6.44%
▲ 161.34%
1
Open
Apr 05, 2020
Wells Fargo
4.62%
▲ 127.52%
1
Open
Apr 05, 2020
United Parcel
4.84%
▲ 69.36%
1
Open
Apr 05, 2020
Verizon
1.66%
▼ 10.59%
1
Open
Apr 05, 2020
Exxon Mobil
5.48%
▲ 259.13%
1
Open
Apr 05, 2020
Enterprise Products Partners
1.84%
▲ 164.14%
1
Open
Apr 05, 2020
Gabelli Dividend & Income Trust
13.46%
▲ 88.62%
1
Open
Apr 05, 2020
Amazon
4.45%
▲ 79.44%
1
Open
Apr 05, 2020
Dominion Energy
2.07%
▼ 22.47%
1
Open
Apr 05, 2020