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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #37,343 out of 730,199 TipRanks' Investors
Success Rate
72%
218 out of 304
profitable transactions
Average Return
8.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.96%
6-Month Return▲ 16.58%
12-Month Return▲ 17.57%
YTD Return▲ 3.30%
Total Return▲ 14.97%

Best Trade

Opened at
Closed at
Gain▲ 58.63%

Bio

Looking out for robust finance, tech, and pharma dividend stocks.

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 2.21%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.63%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.76%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 10.33%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 2.21%
▼ 6.45%▼ 2.17%▼ 1.85%
▲ 9.22%▲ 9.13%▲ 7.63%
▲ 5.14%▲ 4.57%▲ 4.49%
▼ 1.87%▲ 1.59%▲ 1.76%
▲ 14.08%▲ 5.22%▲ 7.05%
▲ 5.05%▲ 3.27%▲ 5.76%
▼ 14.09%▼ 3.33%▼ 10.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BlackRock
6.31%
▲ 16.85%
10
Buy
Apr 22, 2024
Global X Clean Water ETF
0.12%
▲ 8.47%
7
Sell
Apr 22, 2024
Amazon
2.88%
▲ 19.40%
18
Buy
Apr 18, 2024
CrowdStrike Holdings
▼ 2.04%
6
Close
Apr 18, 2024
Marathon Digital Holdings
0.31%
▼ 13.50%
2
Sell
Apr 18, 2024
Danaher
▲ 7.26%
5
Close
Apr 12, 2024
Alphabet Class A
▲ 1.02%
4
Close
Apr 12, 2024
Oracle
2.38%
▼ 4.76%
1
Open
Apr 12, 2024
Lyxor S&P 500 UCITS ETF D USD
▲ 5.85%
11
Close
Apr 10, 2024
iShares Dow Jones Global Titans 50 UCITS ETF (DE)
▲ 17.45%
5
Close
Apr 10, 2024
SPDR S&P 500 ETF Trust
4.19%
▼ 1.69%
1
Open
Apr 10, 2024
Bank of America
▲ 22.15%
10
Close
Apr 09, 2024
iShares MSCI World Energy Sector ESG UCITS ETF
▲ 9.90%
5
Close
Apr 05, 2024
iShares Global Energy ETF
2.52%
▼ 1.25%
1
Open
Apr 05, 2024
Apple
▲ 10.33%
9
Close
Apr 04, 2024
VanEck Semiconductor UCITS ETF Accum A USD
1.06%
▲ 7.84%
6
Sell
Mar 28, 2024
Riot Platforms
▲ 0.99%
3
Close
Mar 27, 2024
VanEck Uranium + Nuclear Energy ETF
▲ 3.14%
2
Close
Mar 27, 2024
Microsoft
▲ 0.68%
2
Close
Mar 18, 2024
Markel
▲ 7.87%
4
Close
Mar 13, 2024