tiprankstipranks

Main - New Portfolio

Дмитрий Яковлев

Main
Individual Investor
Ranked #244,844 out of 728,988 TipRanks' Investors
Success Rate
50%
230 out of 463
profitable transactions
Average Return
5.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.67%
6-Month Return▲ 27.87%
12-Month Return▲ 20.30%
YTD Return▲ 4.20%
Total Return▲ 21.79%

Best Trade

Opened at
Closed at-
Gain▲ 152.29%

Bio

Sustainable portfolio

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 5.14%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.24%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.11%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.59%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 5.26%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.14%
▼ 6.45%▼ 2.17%▼ 4.24%
▲ 9.22%▲ 9.13%▲ 11.53%
▲ 5.14%▲ 4.57%▲ 11.11%
▼ 1.87%▲ 1.59%▲ 0.27%
▲ 14.08%▲ 5.22%▲ 3.88%
▲ 5.05%▲ 3.27%▲ 5.59%
▼ 24.26%▼ 4.50%▼ 5.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Target
3.01%
▲ 20.21%
5
Open
Oct 25, 2023
CVS Health
0.69%
▼ 6.90%
4
Buy
Oct 25, 2023
General Mills
0.7%
▲ 1.17%
3
Open
Oct 25, 2023
Tyson Foods
4.29%
▼ 10.22%
10
Buy
Oct 25, 2023
Kroger Company
0%
▲ 6.07%
4
Open
Oct 25, 2023
American Express
1.74%
▲ 54.28%
4
Buy
Oct 25, 2023
Cabot
▲ 4.28%
3
Close
Oct 25, 2023
Discover Financial Services
1.05%
▲ 42.38%
4
Buy
Oct 25, 2023
Dollar General
7.48%
▲ 22.93%
1
Open
Oct 25, 2023
Ally Financial
0.93%
▲ 43.24%
5
Buy
Oct 22, 2023
Verizon
2.41%
▲ 10.14%
7
Buy
Oct 22, 2023
3M
1.83%
▲ 5.26%
6
Buy
Oct 22, 2023
Invesco Equal Weight 0-30 Year Treasury ETF
▼ 10.75%
5
Close
Oct 22, 2023
US Bancorp
1.45%
▲ 6.00%
5
Buy
Oct 22, 2023
DigitalOcean Holdings
1.8%
▲ 18.57%
3
Buy
Oct 22, 2023
iShares 0-5 Year High Yield Corporate Bond ETF
1.99%
▲ 6.85%
1
Open
Oct 22, 2023
Bank of America
1.17%
▲ 20.47%
13
Buy
Oct 21, 2023
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
9.69%
▲ 7.48%
2
Buy
Oct 21, 2023
Walt Disney
▼ 15.80%
4
Close
Aug 21, 2023
Dominion Energy
▼ 29.74%
3
Close
Aug 21, 2023