Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #13,632 out of 757,311 TipRanks' Investors
Success Rate
73%
214 out of 293
profitable transactions
Average Return
49.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.33%
6-Month Return▲ 7.71%
12-Month Return▲ 28.97%
YTD Return▲ 16.96%
Total Return▲ 71.59%

Best Trade

Opened at
Closed at-
Gain▲ 872.38%

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

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.59%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.25%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.65%
▲ 5.05%▲ 3.27%▲ 2.63%
▼ 12.40%▼ 4.03%▼ 3.64%
▲ 11.46%▲ 5.06%▲ 3.59%
▼ 2.25%▲ 3.53%▲ 2.90%
▲ 25.76%▲ 1.21%▲ 0.45%
▼ 4.21%▲ 2.34%▲ 2.91%
▲ 2.65%▼ 0.40%▲ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
6.43%
▲ 50.70%
15
Buy
Aug 25, 2024
Rocket Lab USA
12.29%
▲ 66.93%
17
Buy
Aug 25, 2024
Nvidia
23.29%
▲ 479.95%
9
Buy
Aug 25, 2024
Microsoft
2.38%
▲ 57.75%
5
Buy
Aug 25, 2024
Meta Platforms
1.29%
▲ 166.64%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 30.00%
8
Sell
Aug 25, 2024
Ford Motor
1.41%
▲ 3.27%
9
Buy
Aug 25, 2024
Walt Disney
6.24%
▲ 3.51%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 28.45%
14
Sell
Aug 25, 2024
Costco
4.96%
▲ 81.80%
12
Buy
Aug 25, 2024
Bank of America
4.2%
▲ 32.27%
15
Buy
Aug 25, 2024
Amazon
2.14%
▲ 71.07%
11
Buy
Aug 25, 2024
Advanced Micro Devices
8.1%
▲ 95.42%
14
Buy
Aug 25, 2024
Tesla
3.41%
▲ 37.46%
16
Buy
Aug 25, 2024
Devon Energy
3.22%
▼ 18.97%
22
Buy
Aug 25, 2024
Starbucks
0%
▲ 4.89%
9
Buy
Aug 25, 2024
Eli Lilly & Co
5.02%
▲ 149.91%
11
Buy
Aug 25, 2024
Nucor
1.26%
▲ 3.61%
8
Buy
Aug 25, 2024
PepsiCo
0%
▲ 4.68%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 60.38%
9
Sell
Aug 25, 2024