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New Portfolio - New Portfolio

K.T. Terry

New Portfolio
Individual Investor
Ranked #342,410 out of 723,149 TipRanks' Investors
Success Rate
39%
126 out of 320
profitable transactions
Average Return
6.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.24%
6-Month Return▲ 21.44%
12-Month Return▲ 41.55%
YTD Return▲ 8.76%
Total Return▲ 45.94%

Best Trade

Opened at
Closed at
Gain▲ 460.11%

Bio

First time investor, was bored with the very little interest my saving account was paying, decided to take $1200 out and open a Robinhood account this year in June to see how I would fair. So far so good.

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 6.35%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 7.75%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 10.57%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.89%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.63%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 12.85%
Feb 2024
▲ 2.73%
▲ 2.43%
▲ 3.22%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 6.35%
▼ 4.52%▼ 4.74%▼ 7.75%
▼ 6.45%▼ 2.17%▼ 10.57%
▲ 9.22%▲ 9.13%▲ 11.89%
▲ 5.14%▲ 4.57%▲ 11.38%
▼ 1.87%▲ 1.59%▼ 6.63%
▲ 14.08%▲ 5.22%▲ 12.85%
▲ 2.73%▲ 2.43%▲ 3.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Schwab US Dividend Equity ETF
0%
▲ 16.03%
1
Open
Oct 07, 2023
GE Healthcare Technologies Inc
2.22%
▲ 49.54%
1
Open
Jan 04, 2023
Dynex Capital
5.03%
▼ 5.79%
20
Buy
Jun 03, 2022
Capital Southwest
5.27%
▲ 42.75%
6
Buy
May 23, 2022
General Electric
13.41%
▲ 142.61%
8
Buy
Apr 28, 2022
ChargePoint Holdings
0.75%
▼ 91.10%
13
Buy
Apr 28, 2022
Nio
1.04%
▼ 84.53%
6
Buy
Apr 28, 2022
Palantir Technologies
8.79%
▲ 36.23%
10
Buy
Apr 28, 2022
Cleanspark
15.64%
▲ 142.24%
8
Buy
Apr 15, 2022
AvePoint
7.12%
▼ 2.76%
22
Buy
Mar 20, 2022
Ally Financial
5.93%
▼ 5.54%
4
Buy
Mar 08, 2022
Paramount Global Class B
1.5%
▼ 62.75%
5
Buy
Feb 01, 2022
Enterprise Products Partners
7.67%
▲ 56.81%
10
Buy
Dec 22, 2021
Enbridge
4.14%
▲ 11.38%
5
Buy
Dec 13, 2021
Apple
11.73%
▲ 36.21%
9
Sell
Dec 13, 2021
Flux Power Holdings
▲ 51.94%
5
Close
Nov 02, 2021
AbbVie
9.76%
▲ 82.01%
3
Buy
Sep 14, 2021
Aterian
▲ 126.16%
7
Close
Sep 14, 2021
UR-Energy
▲ 38.09%
9
Close
Sep 03, 2021
Orbital Infrastructure Group
▼ 8.11%
8
Close
Jul 22, 2021