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US Core Portfolio - New Portfolio

Paul

US Core Portfolio
Individual Investor
Ranked #124,085 out of 818,587 TipRanks' Investors
Success Rate
67%
82 out of 122
profitable transactions
Average Return
16.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.78%
6-Month Return▲ 7.08%
12-Month Return▲ 8.75%
YTD Return▲ 9.87%
Total Return▲ 49.61%

Best Trade

Opened at
Closed at-
Gain▲ 224.93%

Bio

US Core Equity

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 1.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.88%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.32%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.65%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.45%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.88%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 0.44%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 1.15%
▼ 1.80%▼ 5.57%▼ 1.88%
▲ 1.84%▼ 0.87%▼ 2.03%
▲ 12.20%▲ 6.28%▲ 2.32%
▲ 6.24%▲ 5.14%▲ 2.65%
▲ 27.91%▲ 2.30%▼ 0.45%
▲ 4.87%▲ 2.05%▲ 3.88%
▲ 8.78%▲ 2.32%▲ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Merck & Company
▼ 5.69%
2
Close
Jun 18, 2025
CME Group
2.7%
▲ 15.32%
5
Open
Jun 18, 2025
EOG Resources
2.7%
▲ 4.42%
3
Open
Jun 18, 2025
Goldman Sachs Group
▼ 1.45%
4
Close
Jun 18, 2025
Nike
2.7%
▲ 4.03%
3
Open
Jun 18, 2025
Qualcomm
2.7%
▲ 7.45%
1
Open
Jun 18, 2025
Mid-America Apartment
2.7%
▼ 5.45%
1
Open
Jun 18, 2025
Philip Morris
2.7%
▼ 10.09%
1
Open
Jun 18, 2025
TJX Companies
2.7%
▲ 14.24%
1
Open
Jun 18, 2025
Enterprise Products Partners
2.7%
▲ 3.89%
1
Open
Jun 18, 2025
Waste Management
2.7%
▼ 7.95%
1
Open
Jun 18, 2025
Medtronic
▲ 4.51%
2
Close
May 23, 2024
Amazon
▲ 24.68%
4
Close
May 23, 2024
Broadcom
2.7%
▲ 104.82%
3
Open
May 23, 2024
Deere
▲ 6.48%
4
Close
May 23, 2024
Chubb
2.7%
▲ 3.40%
5
Open
May 23, 2024
Cisco Systems
2.7%
▲ 19.32%
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