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Strategy testing - New Portfolio

Greg G

Strategy testing
Individual Investor
Ranked #152,998 out of 809,067 TipRanks' Investors
Success Rate
72%
34 out of 47
profitable transactions
Average Return
15.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.47%
6-Month Return▲ 15.12%
12-Month Return▲ 20.74%
YTD Return▲ 25.32%
Total Return▲ 104.68%

Best Trade

Opened at
Closed at
Gain▲ 119.05%

Bio

Following whales

Performance

18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▼ 9.42%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.94%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.43%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.01%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.00%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 8.00%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 9.42%
▲ 6.03%▲ 2.69%▲ 3.01%
▼ 12.86%▼ 1.27%▼ 9.24%
▼ 1.80%▼ 5.57%▼ 5.94%
▲ 1.84%▼ 0.87%▲ 2.43%
▲ 12.20%▲ 6.28%▲ 14.01%
▲ 6.24%▲ 5.14%▲ 13.00%
▲ 18.34%▲ 1.57%▲ 8.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The Estée Lauder Companies
6.81%
▲ 37.70%
1
Open
May 21, 2025
Aecom Technology
29.51%
▲ 11.15%
1
Open
May 05, 2025
Qualcomm
▼ 8.41%
2
Close
May 01, 2025
Dycom
26.73%
▲ 65.43%
4
Open
Apr 30, 2025
Costco
▲ 1.63%
2
Close
Apr 30, 2025
Domino's Pizza
▼ 0.06%
2
Close
Apr 30, 2025
Home Depot
▲ 1.00%
2
Close
Apr 30, 2025
Eli Lilly & Co
▲ 2.47%
2
Close
Apr 30, 2025
Merck & Company
▲ 2.42%
2
Close
Apr 30, 2025
ServiceNow
▲ 1.88%
2
Close
Apr 30, 2025
Oracle
▲ 0.41%
2
Close
Apr 30, 2025
Procter & Gamble
▲ 0.45%
2
Close
Apr 30, 2025
Pool
▲ 0.62%
2
Close
Apr 30, 2025
Tesla
▼ 1.30%
2
Close
Apr 30, 2025
Visa
▲ 2.37%
2
Close
Apr 30, 2025
WNS
17.53%
▲ 23.56%
1
Open
Apr 30, 2025
Nvidia
8.98%
▲ 58.30%
1
Open
Apr 30, 2025
Quanta Services
▲ 81.09%
3
Close
Apr 27, 2025
Wesco International
▲ 26.37%
3
Close
Apr 27, 2025
Tidewater
▼ 40.20%
2
Close
Apr 27, 2025