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New Portfolio
- New Portfolio
Performance
Portfolio Details
Daniel Sullivan
New Portfolio
Individual Investor
Ranked #2,139 out of 627,489 TipRanks' Investors
Success Rate
79%
66 out of 84
profitable transactions
Average Return
64.94%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 3.76%
6-Month Return
▲ 7.89%
12-Month Return
▼ 8.36%
YTD Return
▼ 2.75%
Total Return
▲ 74.83%
Best Trade
Asset
Apple (AAPL)
Opened at
Dec 21, 2018
Closed at
-
Gain
▲ 341.29%
Bio
I am a respiratory therapist and an Independent Investor
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%
▼ 4.86%
▼ 14.21%
▼ 9.24%
▼ 7.77%
▼ 2.92%
▲ 8.13%
▲ 13.67%
▲ 6.21%
▲ 5.56%
▲ 5.85%
▼ 11.62%
▼ 5.76%
▼ 5.68%
▲ 21.21%
▲ 6.29%
▲ 3.10%
▼ 2.73%
▼ 2.51%
▼ 2.27%
▲ 3.82%
▲ 0.25%
▼ 3.49%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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CAT
Caterpillar
10.76%
▲ 95.02%
8
Buy
Aug 10, 2019
JPM
JPMorgan Chase & Co.
3.54%
▲ 29.09%
1
Open
Aug 10, 2019
PFE
Pfizer
6.01%
▲ 25.56%
8
Buy
Aug 10, 2019
DAL
Delta Air Lines
―
▲ 17.78%
12
Close
Aug 10, 2019
T
AT&T
―
▲ 16.37%
3
Close
Aug 10, 2019
SHEL
Shell
3.4%
▲ 5.23%
7
Buy
Aug 03, 2019
SYF
Synchrony Financial
4.01%
▼ 3.30%
12
Sell
Aug 03, 2019
JNJ
Johnson & Johnson
6.7%
▲ 30.50%
6
Buy
Aug 03, 2019
STOR
Store Capital
―
▲ 34.57%
13
Close
Jul 20, 2019
WBA
Walgreens Boots Alliance
2.5%
▼ 38.14%
7
Buy
Jul 11, 2019
AAPL
Apple
49.95%
▲ 242.77%
16
Buy
Jun 03, 2019
HD
Home Depot
6.82%
▲ 72.58%
4
Buy
May 22, 2019
NUE
Nucor
―
▲ 9.19%
2
Close
May 07, 2019
SBUX
Starbucks
4.18%
▲ 103.25%
5
Buy
Dec 21, 2018
KDP
Keurig Dr Pepper
―
▲ 0.59%
7
Close
Oct 24, 2018
WDC
Western Digital
―
▼ 0.42%
2
Close
Aug 15, 2018
CPB
Campbell Soup
―
▼ 18.01%
3
Close
May 18, 2018
PAYX
Paychex
―
▲ 4.88%
2
Close
May 09, 2018
HSTO
Histogen
―
▼ 22.76%
2
Close
Apr 10, 2018
NMRK
Newmark Group
―
▼ 1.10%
2
Close
Feb 13, 2018
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