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Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #7,702 out of 803,751 TipRanks' Investors
Success Rate
73%
214 out of 293
profitable transactions
Average Return
83.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.52%
6-Month Return▲ 2.50%
12-Month Return▲ 29.05%
YTD Return▲ 5.94%
Total Return▲ 108.71%

Best Trade

Opened at
Closed at-
Gain▲ 1118.00%

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
▲ 5.10%
▼ 2.41%
▼ 4.16%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.72%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.00%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.42%
May 2025
▲ 2.29%
▲ 1.29%
▲ 2.97%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 14.63%
▲ 5.10%▼ 2.41%▼ 4.16%
▲ 6.03%▲ 2.69%▲ 5.81%
▼ 12.86%▼ 1.27%▼ 2.89%
▼ 1.80%▼ 5.57%▼ 6.72%
▲ 1.83%▼ 0.87%▼ 1.00%
▲ 12.21%▲ 6.28%▲ 8.42%
▲ 2.29%▲ 1.29%▲ 2.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
4.06%
▲ 34.62%
15
Buy
Aug 25, 2024
Rocket Lab USA
32.01%
▲ 495.75%
17
Buy
Aug 25, 2024
Nvidia
20.63%
▲ 626.44%
9
Buy
Aug 25, 2024
Microsoft
1.9%
▲ 74.93%
5
Buy
Aug 25, 2024
Meta Platforms
1.16%
▲ 239.05%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 57.93%
8
Sell
Aug 25, 2024
Ford Motor
0.99%
▲ 4.17%
9
Buy
Aug 25, 2024
Walt Disney
5.79%
▲ 31.60%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 14.53%
14
Sell
Aug 25, 2024
Costco
4.01%
▲ 102.19%
12
Buy
Aug 25, 2024
Bank of America
3.33%
▲ 49.82%
15
Buy
Aug 25, 2024
Amazon
1.76%
▲ 94.63%
11
Buy
Aug 25, 2024
Advanced Micro Devices
4.41%
▲ 53.08%
14
Buy
Aug 25, 2024
Tesla
3.34%
▲ 96.81%
16
Buy
Aug 25, 2024
Devon Energy
2.03%
▼ 28.06%
22
Buy
Aug 25, 2024
Starbucks
0%
▲ 3.68%
9
Buy
Aug 25, 2024
Eli Lilly & Co
3.31%
▲ 127.50%
11
Buy
Aug 25, 2024
Nucor
0.76%
▼ 10.51%
8
Buy
Aug 25, 2024
PepsiCo
0%
▼ 19.59%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 63.21%
9
Sell
Aug 25, 2024