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New Portfolio Aug 2022 - New Portfolio
New Portfolio Aug 2022
Individual Investor
Ranked #169,057 out of 803,756 TipRanks' Investors
Success Rate
31 out of 47
profitable transactions
profitable transactions
Average Return
14.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.97%
6-Month Return▲ 5.14%
12-Month Return▲ 11.18%
YTD Return▲ 8.12%
Total Return▲ 23.05%
Best Trade
Bio
value & dividend
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.48%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.39%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.83%
Mar 2025
▲ 1.87%
▼ 0.87%
▼ 4.26%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.00%
May 2025
▲ 4.81%
▲ 2.44%
▲ 3.45%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.48%
▲ 5.10%▼ 2.41%▼ 7.39%
▲ 6.03%▲ 2.69%▲ 3.77%
▼ 12.86%▼ 1.27%▲ 3.99%
▼ 1.80%▼ 5.57%▼ 0.83%
▲ 1.87%▼ 0.87%▼ 4.26%
▲ 12.21%▲ 6.28%▲ 2.00%
▲ 4.81%▲ 2.44%▲ 3.45%
Recent Activity
AbbVie
6.47%
▲ 28.43%
2
Buy
Jan 06, 2025
Federal Agricultural
3.15%
▲ 38.55%
3
Buy
Jan 06, 2025
Trinity Capital
1.54%
▲ 42.18%
2
Buy
Jan 06, 2025
Nvidia
1.2%
▲ 10.57%
1
Open
Jul 15, 2024
iShares 3-7 Year Treasury Bond ETF
―
▼ 3.00%
2
Close
Feb 14, 2023
Energy Select Sector SPDR Fund
―
▲ 12.71%
2
Close
Feb 14, 2023
Devon Energy
1.19%
▼ 40.39%
3
Buy
Feb 14, 2023
Vanguard Total Bond Market ETF
3.69%
▲ 8.30%
1
Open
Feb 14, 2023
iShares MSCI EAFE Small-Cap ETF
―
▼ 1.15%
2
Close
Jan 09, 2023
iShares Core MSCI Emerging Markets ETF
―
▼ 4.30%
3
Close
Dec 29, 2022
Aurinia Pharmaceuticals
―
▼ 9.73%
2
Close
Nov 02, 2022
Kyndryl Holdings Incorporation
―
▼ 15.63%
2
Close
Nov 02, 2022
OptimizeRx
―
▼ 6.46%
2
Close
Nov 02, 2022
Warner Bros
―
▼ 7.38%
2
Close
Nov 02, 2022
Sunoco
3.61%
▲ 54.37%
2
Buy
Oct 30, 2022
Iron Mountain
―
▲ 4.95%
2
Close
Sep 17, 2022
Kinder Morgan
―
▼ 1.83%
2
Close
Sep 09, 2022
AT&T
―
▼ 0.76%
2
Close
Aug 18, 2022
British American Tobacco
1.65%
▲ 48.15%
1
Open
Aug 16, 2022
Cubesmart
1.79%
▼ 3.50%
1
Open
Aug 16, 2022