tiprankstipranks

Main - New Portfolio

Дмитрий Яковлев

Main
Individual Investor
Ranked #242,689 out of 730,199 TipRanks' Investors
Success Rate
50%
233 out of 463
profitable transactions
Average Return
6.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.74%
6-Month Return▲ 34.48%
12-Month Return▲ 29.31%
YTD Return▲ 7.02%
Total Return▲ 25.09%

Best Trade

Opened at
Closed at-
Gain▲ 146.85%

Bio

Sustainable portfolio

Performance

18.13%0-18.13%
▼ 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
▼ 18.13%
▼ 3.38%
▼ 2.69%
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%
▼ 18.13%▼ 3.38%▼ 2.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Target
2.93%
▲ 19.83%
5
Open
Oct 25, 2023
CVS Health
0.67%
▼ 8.19%
4
Buy
Oct 25, 2023
General Mills
0.71%
▲ 3.13%
3
Open
Oct 25, 2023
Tyson Foods
4.33%
▼ 6.48%
10
Buy
Oct 25, 2023
Kroger Company
0%
▲ 6.51%
4
Open
Oct 25, 2023
American Express
1.78%
▲ 69.61%
4
Buy
Oct 25, 2023
Cabot
▲ 4.28%
3
Close
Oct 25, 2023
Discover Financial Services
1.04%
▲ 47.82%
4
Buy
Oct 25, 2023
Dollar General
7.33%
▲ 20.80%
1
Open
Oct 25, 2023
Ally Financial
0.93%
▲ 47.13%
5
Buy
Oct 22, 2023
Verizon
2.33%
▲ 8.38%
7
Buy
Oct 22, 2023
3M
1.81%
▲ 5.88%
6
Buy
Oct 22, 2023
Invesco Equal Weight 0-30 Year Treasury ETF
▼ 10.75%
5
Close
Oct 22, 2023
US Bancorp
1.46%
▲ 11.83%
5
Buy
Oct 22, 2023
DigitalOcean Holdings
1.8%
▲ 18.89%
3
Buy
Oct 22, 2023
iShares 0-5 Year High Yield Corporate Bond ETF
1.99%
▲ 7.62%
1
Open
Oct 22, 2023
Bank of America
1.2%
▲ 28.48%
13
Buy
Oct 21, 2023
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
9.7%
▲ 7.77%
2
Buy
Oct 21, 2023
Walt Disney
▼ 15.80%
4
Close
Aug 21, 2023
Dominion Energy
▼ 29.74%
3
Close
Aug 21, 2023