tiprankstipranks
Cap 1(-9316) -3542 Portfolio
Jim BettsCap 1(-9316) -3542
Individual Investor
Ranked #173,024 out of 562,470 TipRanks' Investors
Success Rate
45%
274 out of 607
profitable transactions
Average Return
-1.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.65%
6-Month Return-
12-Month Return-
YTD Return▼ 6.65%
Total Return▼ 6.65%

Best Trade

Opened at
Closed at
Gain▲ 27.88%

Bio

Retirement Account concentrating on those stocks that pay safe reliable dividends along with potential share appreciation.

Performance

19.66%0-19.66%
Feb 2022
Mar 2022
Apr 2022
May 2022
Jun 2022
Jul 2022
Aug 2022
Sep 2022
TipRanks AverageS&P 500Investor Portfolio
▼ 6.52%▼ 2.95%
▲ 3.99%▲ 3.76%▼ 0.34%
▼ 19.66%▼ 8.78%▼ 4.07%
▲ 0.43%▲ 0.23%▲ 3.25%
▼ 10.15%▼ 8.25%▼ 8.39%
▲ 12.28%▲ 9.21%▲ 6.33%
▼ 5.22%▼ 4.08%▼ 2.99%
▼ 5.04%▼ 1.12%▲ 0.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Taiwan Semi
▼ 8.33%
5
Close
Sep 08, 2022
Intel
0.22%
▼ 10.59%
12
Buy
Sep 07, 2022
Coca-Cola
4.79%
▲ 0.32%
5
Buy
Sep 07, 2022
Broadcom
2.49%
▲ 0.31%
7
Buy
Sep 07, 2022
American Tower
0.54%
▲ 6.35%
5
Buy
Sep 07, 2022
Crown Castle
1.8%
▼ 5.60%
5
Buy
Sep 07, 2022
Viatris
0.18%
▲ 3.14%
11
Buy
Sep 07, 2022
Timberland Bancorp
▼ 0.91%
4
Sell
Sep 07, 2022
Main Street Capital
0.66%
▲ 0.62%
7
Buy
Sep 06, 2022
Huntington Bancshares
0.37%
▲ 5.01%
8
Buy
Sep 06, 2022
Altria Group
1.27%
▼ 6.08%
7
Buy
Sep 06, 2022
NY Community
0.95%
▼ 0.02%
8
Buy
Sep 06, 2022
Arbor Realty
0.31%
▼ 10.58%
9
Buy
Sep 06, 2022
Energy Transfer
0.62%
▲ 2.42%
17
Buy
Sep 06, 2022
Fidelity National Financial
0.34%
▼ 0.75%
5
Buy
Sep 06, 2022
Valero Energy
2.05%
▲ 6.37%
25
Sell
Sep 06, 2022
Stellantis
0.19%
▼ 5.19%
6
Buy
Sep 06, 2022
Camping World Holdings
0.85%
▼ 0.74%
2
Buy
Sep 06, 2022
Canadian Natural
0.47%
▼ 11.13%
3
Buy
Sep 02, 2022
Gaming and Leisure
0.19%
▲ 5.05%
3
Buy
Sep 02, 2022