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Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #6,607 out of 803,420 TipRanks' Investors
Success Rate
75%
219 out of 293
profitable transactions
Average Return
87.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.96%
6-Month Return▲ 4.44%
12-Month Return▲ 30.18%
YTD Return▲ 7.68%
Total Return▲ 112.14%

Best Trade

Opened at
Closed at-
Gain▲ 1125.38%

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

25.97%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
▲ 5.90%
▲ 2.03%
▲ 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%
▲ 5.90%▲ 2.03%▲ 3.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.98%
▲ 36.21%
15
Buy
Aug 25, 2024
Rocket Lab USA
33.41%
▲ 541.47%
17
Buy
Aug 25, 2024
Nvidia
20.12%
▲ 630.84%
9
Buy
Aug 25, 2024
Microsoft
1.83%
▲ 74.07%
5
Buy
Aug 25, 2024
Meta Platforms
1.14%
▲ 244.64%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 58.28%
8
Sell
Aug 25, 2024
Ford Motor
0.98%
▲ 6.47%
9
Buy
Aug 25, 2024
Walt Disney
5.68%
▲ 33.36%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 16.73%
14
Sell
Aug 25, 2024
Costco
3.91%
▲ 103.53%
12
Buy
Aug 25, 2024
Bank of America
3.28%
▲ 52.00%
15
Buy
Aug 25, 2024
Amazon
1.72%
▲ 95.64%
11
Buy
Aug 25, 2024
Advanced Micro Devices
4.46%
▲ 59.64%
14
Buy
Aug 25, 2024
Tesla
3.25%
▲ 97.49%
16
Buy
Aug 25, 2024
Devon Energy
1.93%
▼ 29.86%
22
Buy
Aug 25, 2024
Starbucks
0%
▲ 6.05%
9
Buy
Aug 25, 2024
Eli Lilly & Co
3.16%
▲ 124.51%
11
Buy
Aug 25, 2024
Nucor
0.7%
▼ 14.03%
8
Buy
Aug 25, 2024
PepsiCo
0%
▼ 20.17%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 65.99%
9
Sell
Aug 25, 2024