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Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #7,316 out of 803,257 TipRanks' Investors
Success Rate
73%
215 out of 293
profitable transactions
Average Return
87.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.00%
6-Month Return▲ 3.41%
12-Month Return▲ 31.25%
YTD Return▲ 7.69%
Total Return▲ 112.15%

Best Trade

Opened at
Closed at-
Gain▲ 1134.97%

Bio

Investor with 2 years experience. Investing for the mid-long term view. Architectural Graduate with a Masters, I want to buy a house.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 14.63%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.16%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 5.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.72%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.33%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.42%
May 2025
▲ 5.72%
▲ 2.32%
▲ 3.96%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 14.63%
▲ 5.43%▼ 2.41%▼ 4.16%
▲ 5.99%▲ 2.69%▲ 5.81%
▼ 12.86%▼ 1.27%▼ 2.89%
▼ 1.80%▼ 5.57%▼ 6.72%
▲ 1.76%▼ 0.87%▼ 0.33%
▲ 12.21%▲ 6.28%▲ 8.42%
▲ 5.72%▲ 2.32%▲ 3.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
4.05%
▲ 38.88%
15
Buy
Aug 25, 2024
Rocket Lab USA
33.12%
▲ 537.01%
17
Buy
Aug 25, 2024
Nvidia
20.24%
▲ 636.56%
9
Buy
Aug 25, 2024
Microsoft
1.82%
▲ 73.45%
5
Buy
Aug 25, 2024
Meta Platforms
1.15%
▲ 248.75%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 60.75%
8
Sell
Aug 25, 2024
Ford Motor
0.97%
▲ 5.87%
9
Buy
Aug 25, 2024
Walt Disney
5.64%
▲ 32.48%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 18.58%
14
Sell
Aug 25, 2024
Costco
3.94%
▲ 105.68%
12
Buy
Aug 25, 2024
Bank of America
3.3%
▲ 53.22%
15
Buy
Aug 25, 2024
Amazon
1.75%
▲ 99.69%
11
Buy
Aug 25, 2024
Advanced Micro Devices
4.53%
▲ 62.41%
14
Buy
Aug 25, 2024
Tesla
3.24%
▲ 97.28%
16
Buy
Aug 25, 2024
Devon Energy
1.87%
▼ 31.90%
22
Buy
Aug 25, 2024
Starbucks
0%
▲ 1.65%
9
Buy
Aug 25, 2024
Eli Lilly & Co
3.15%
▲ 124.12%
11
Buy
Aug 25, 2024
Nucor
0.75%
▼ 8.48%
8
Buy
Aug 25, 2024
PepsiCo
0%
▼ 18.98%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 63.90%
9
Sell
Aug 25, 2024