tiprankstipranks

PA Investments Portfolio - New Portfolio

Steve Lee

PA Investments Portfolio
Individual Investor
Ranked #233,379 out of 723,426 TipRanks' Investors
Success Rate
52%
94 out of 181
profitable transactions
Average Return
7.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.94%
6-Month Return▲ 16.98%
12-Month Return▲ 25.48%
YTD Return▲ 6.74%
Total Return▲ 20.61%

Best Trade

Opened at
Closed at-
Gain▲ 129.64%

Bio

This is my private portfolio

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 1.07%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 2.80%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.55%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.14%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.90%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.28%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 1.94%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 1.07%
▼ 4.52%▼ 4.74%▼ 2.80%
▼ 6.45%▼ 2.17%▼ 1.55%
▲ 9.22%▲ 9.13%▲ 7.14%
▲ 5.14%▲ 4.57%▲ 3.90%
▼ 1.87%▲ 1.59%▲ 1.39%
▲ 14.08%▲ 5.22%▲ 3.28%
▲ 1.35%▲ 3.29%▲ 1.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Tesla
0%
▼ 14.23%
5
Open
Aug 24, 2022
Financial Select Sector SPDR Fund
4.75%
▲ 14.18%
2
Sell
Jun 29, 2022
Exxon Mobil
4.37%
▲ 59.09%
2
Sell
Jun 29, 2022
iShares MSCI USA Quality Factor ETF
5.15%
▲ 30.55%
2
Sell
Jun 29, 2022
L3Harris Technologies
2.67%
▼ 2.21%
8
Sell
Jun 29, 2022
International Business Machines
5.39%
▲ 51.63%
9
Sell
Jun 29, 2022
Johnson & Johnson
2.97%
▼ 2.96%
5
Sell
Jun 29, 2022
Iron Mountain
5.78%
▲ 86.94%
8
Sell
Jun 29, 2022
Realty Income
3.05%
▼ 9.12%
2
Sell
Jun 29, 2022
McDonald's
4.42%
▲ 24.04%
6
Sell
Jun 29, 2022
Microsoft
5.27%
▲ 43.36%
2
Sell
Jun 29, 2022
Main Street Capital
4.45%
▲ 23.72%
11
Sell
Jun 29, 2022
Berkshire Hathaway B
5.27%
▲ 29.35%
6
Sell
Jun 29, 2022
Apple
4.3%
▲ 13.13%
8
Sell
Jun 29, 2022
SPDR S&P 500 ETF Trust
6.56%
▲ 23.98%
2
Sell
Jun 29, 2022
Energy Transfer
5.42%
▲ 96.43%
8
Sell
Jun 29, 2022
Technology Select Sector SPDR Fund
4.57%
▲ 37.92%
2
Sell
Jun 29, 2022
Invesco DB Commodity Index Tracking Fund
1.87%
▲ 2.54%
4
Sell
Jun 29, 2022
Costco
6.89%
▲ 46.72%
5
Sell
Jun 29, 2022
NextEra Energy
3%
▼ 13.94%
2
Sell
Jun 29, 2022