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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #31,423 out of 737,695 TipRanks' Investors
Success Rate
75%
245 out of 325
profitable transactions
Average Return
9.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.75%
6-Month Return▲ 19.75%
12-Month Return▲ 31.12%
YTD Return▲ 15.73%
Total Return▲ 28.80%

Best Trade

Opened at
Closed at-
Gain▲ 63.19%

Bio

Looking out for robust finance, tech, and pharma dividend stocks.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.63%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.08%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.85%
▲ 9.22%▲ 9.13%▲ 7.63%
▲ 5.14%▲ 4.57%▲ 4.49%
▼ 1.87%▲ 1.59%▲ 1.76%
▲ 14.08%▲ 5.22%▲ 7.05%
▲ 5.05%▲ 3.27%▲ 5.76%
▼ 12.40%▼ 4.03%▼ 8.52%
▲ 11.46%▲ 5.06%▲ 11.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
1.28%
▲ 2.56%
1
Open
May 29, 2024
Sixth Street Specialty Lending
1.33%
▲ 2.09%
1
Open
May 29, 2024
Main Street Capital
0.66%
▲ 0.93%
1
Open
May 25, 2024
Realty Income
0.71%
▲ 1.69%
1
Open
May 24, 2024
Nvidia
▲ 8.42%
11
Close
May 23, 2024
Golub Capital Bdc
5.44%
▲ 0.61%
2
Buy
May 21, 2024
Marathon Digital Holdings
▲ 7.36%
5
Close
May 20, 2024
Newmont Mining
▲ 4.66%
2
Close
May 18, 2024
Pfizer
▼ 5.47%
7
Close
May 17, 2024
Amazon
▲ 19.50%
21
Close
May 17, 2024
FS KKR Capital
6.32%
▲ 10.00%
4
Buy
May 17, 2024
Energy Fuels
▲ 7.88%
2
Close
May 17, 2024
Raytheon Technologies
▲ 26.90%
7
Close
May 15, 2024
Interactive Brokers
▲ 0.94%
2
Close
May 13, 2024
CVS Health
2.16%
▼ 10.69%
9
Buy
May 09, 2024
Coca-Cola
▲ 7.54%
4
Close
May 09, 2024
Metlife
2.71%
▲ 7.11%
7
Buy
May 09, 2024
Huntington Bancshares
▲ 1.59%
2
Close
May 09, 2024
Oaktree Specialty Lending
4.18%
▲ 1.40%
2
Buy
May 08, 2024
Global X Clean Water ETF
0.23%
▲ 7.30%
8
Buy
May 04, 2024