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Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #7,917 out of 781,084 TipRanks' Investors
Success Rate
74%
216 out of 293
profitable transactions
Average Return
83.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.05%
6-Month Return▲ 19.49%
12-Month Return▲ 39.57%
YTD Return▲ 2.95%
Total Return▲ 102.84%

Best Trade

Opened at
Closed at-
Gain▲ 1081.25%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.41%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.60%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.54%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 14.63%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.35%
Dec 2024
▲ 6.84%
▲ 1.96%
▲ 2.95%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.90%
▲ 8.13%▲ 1.21%▲ 0.41%
▼ 13.14%▲ 2.34%▲ 2.91%
▲ 2.93%▲ 2.10%▲ 5.60%
▲ 10.00%▼ 0.89%▼ 0.54%
▲ 26.04%▲ 5.96%▲ 14.63%
▲ 5.93%▼ 2.41%▼ 4.35%
▲ 6.84%▲ 1.96%▲ 2.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
4.82%
▲ 57.22%
15
Buy
Aug 25, 2024
Rocket Lab USA
30.67%
▲ 462.69%
17
Buy
Aug 25, 2024
Nvidia
20.3%
▲ 604.52%
9
Buy
Aug 25, 2024
Microsoft
1.74%
▲ 57.41%
5
Buy
Aug 25, 2024
Meta Platforms
1.05%
▲ 203.97%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 51.13%
8
Sell
Aug 25, 2024
Ford Motor
0.98%
▼ 2.96%
9
Buy
Aug 25, 2024
Walt Disney
5.33%
▲ 19.42%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 34.84%
14
Sell
Aug 25, 2024
Costco
3.87%
▲ 92.38%
12
Buy
Aug 25, 2024
Bank of America
3.57%
▲ 56.20%
15
Buy
Aug 25, 2024
Amazon
1.9%
▲ 107.33%
11
Buy
Aug 25, 2024
Advanced Micro Devices
4.68%
▲ 60.06%
14
Buy
Aug 25, 2024
Tesla
4.45%
▲ 158.03%
16
Buy
Aug 25, 2024
Devon Energy
2.22%
▼ 23.33%
22
Buy
Aug 25, 2024
Starbucks
0%
▲ 4.45%
9
Buy
Aug 25, 2024
Eli Lilly & Co
2.97%
▲ 100.74%
11
Buy
Aug 25, 2024
Nucor
0.78%
▼ 9.01%
8
Buy
Aug 25, 2024
PepsiCo
0%
▼ 10.67%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 74.96%
9
Sell
Aug 25, 2024