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Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #6,929 out of 769,291 TipRanks' Investors
Success Rate
77%
224 out of 293
profitable transactions
Average Return
80.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.34%
6-Month Return▲ 27.39%
12-Month Return▲ 47.41%
YTD Return▲ 36.97%
Total Return▲ 100.95%

Best Trade

Opened at
Closed at-
Gain▲ 1158.00%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.59%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.45%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.01%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 11.19%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 3.59%
▼ 2.25%▲ 3.53%▲ 2.90%
▲ 25.72%▲ 1.21%▲ 0.45%
▼ 4.22%▲ 2.34%▲ 2.91%
▲ 7.82%▲ 2.10%▲ 5.60%
▲ 5.70%▼ 0.89%▼ 0.01%
▲ 37.60%▲ 4.40%▲ 11.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
4.83%
▲ 56.22%
15
Buy
Aug 25, 2024
Rocket Lab USA
29.77%
▲ 425.41%
17
Buy
Aug 25, 2024
Nvidia
20.96%
▲ 650.30%
9
Buy
Aug 25, 2024
Microsoft
1.69%
▲ 51.48%
5
Buy
Aug 25, 2024
Meta Platforms
0.96%
▲ 179.10%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 41.82%
8
Sell
Aug 25, 2024
Ford Motor
1.08%
▲ 2.95%
9
Buy
Aug 25, 2024
Walt Disney
5.77%
▲ 26.89%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 29.29%
14
Sell
Aug 25, 2024
Costco
3.96%
▲ 94.92%
12
Buy
Aug 25, 2024
Bank of America
3.61%
▲ 55.10%
15
Buy
Aug 25, 2024
Amazon
1.66%
▲ 82.04%
11
Buy
Aug 25, 2024
Advanced Micro Devices
5.34%
▲ 81.19%
14
Buy
Aug 25, 2024
Tesla
3.68%
▲ 105.48%
16
Buy
Aug 25, 2024
Devon Energy
2.32%
▼ 22.32%
22
Buy
Aug 25, 2024
Starbucks
0%
▲ 9.87%
9
Buy
Aug 25, 2024
Eli Lilly & Co
3.07%
▲ 107.43%
11
Buy
Aug 25, 2024
Nucor
0.96%
▲ 9.08%
8
Buy
Aug 25, 2024
PepsiCo
0%
▼ 4.20%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 76.58%
9
Sell
Aug 25, 2024