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US Core Portfolio - New Portfolio
Paul
US Core PortfolioIndividual Investor
Ranked #115,549 out of 828,391 TipRanks' Investors
Success Rate
83 out of 122
profitable transactions
profitable transactions
Average Return
17.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.47%
6-Month Return▲ 7.73%
12-Month Return▲ 8.98%
YTD Return▲ 10.94%
Total Return▲ 51.06%
Best Trade
Bio
US Core Equity
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 2.32%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.65%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.45%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.88%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.54%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.26%
Oct 2025
▼ 4.74%
▼ 1.47%
▲ 1.16%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.03%
▲ 11.64%▲ 6.28%▲ 2.32%
▲ 9.25%▲ 5.14%▲ 2.65%
▲ 7.60%▲ 2.30%▼ 0.45%
▲ 2.76%▲ 2.05%▲ 3.88%
▲ 12.88%▲ 3.56%▲ 1.54%
▲ 10.96%▲ 2.38%▼ 1.26%
▼ 4.74%▼ 1.47%▲ 1.16%
Recent Activity
Merck & Company
―
▼ 5.69%
2
Close
Jun 18, 2025
CME Group
2.7%
▲ 18.24%
5
Open
Jun 18, 2025
EOG Resources
2.7%
▲ 0.60%
3
Open
Jun 18, 2025
Goldman Sachs Group
―
▼ 1.45%
4
Close
Jun 18, 2025
Nike
2.7%
▼ 1.65%
3
Open
Jun 18, 2025
Qualcomm
2.7%
▲ 14.23%
1
Open
Jun 18, 2025
Mid-America Apartment
2.7%
▼ 10.17%
1
Open
Jun 18, 2025
Philip Morris
2.7%
▼ 13.44%
1
Open
Jun 18, 2025
TJX Companies
2.7%
▲ 20.20%
1
Open
Jun 18, 2025
Enterprise Products Partners
2.7%
▲ 5.68%
1
Open
Jun 18, 2025
Waste Management
2.7%
▼ 9.98%
1
Open
Jun 18, 2025
Medtronic
―
▲ 4.51%
2
Close
May 23, 2024
Amazon
―
▲ 24.68%
4
Close
May 23, 2024
Broadcom
2.7%
▲ 97.74%
3
Open
May 23, 2024
Deere
―
▲ 6.48%
4
Close
May 23, 2024
Chubb
2.7%
▲ 6.43%
5
Open
May 23, 2024
Cisco Systems
2.7%
▲ 27.41%
5
Open
May 23, 2024
United Parcel
―
▼ 23.44%
2
Close
May 23, 2024
Pfizer
―
▼ 23.58%
2
Close
May 23, 2024
Norfolk Southern
―
▲ 8.38%
2
Close
May 23, 2024