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US Core Portfolio - New Portfolio

Paul

US Core Portfolio
Individual Investor
Ranked #85,097 out of 806,423 TipRanks' Investors
Success Rate
69%
84 out of 122
profitable transactions
Average Return
15.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.52%
6-Month Return▲ 6.37%
12-Month Return▲ 15.23%
YTD Return▲ 6.70%
Total Return▲ 45.29%

Best Trade

Opened at
Closed at-
Gain▲ 205.40%

Bio

US Core Equity

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.65%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.88%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.02%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.32%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.65%
Jun 2025
▲ 0.39%
▲ 0.42%
▲ 0.86%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.65%
▲ 6.03%▲ 2.69%▲ 3.57%
▼ 12.86%▼ 1.27%▲ 1.15%
▼ 1.80%▼ 5.57%▼ 1.88%
▲ 1.83%▼ 0.87%▼ 2.02%
▲ 12.20%▲ 6.28%▲ 2.32%
▲ 6.24%▲ 5.14%▲ 2.65%
▲ 0.39%▲ 0.42%▲ 0.86%

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%
▲ 17.12%
5
Open
Jun 18, 2025
EOG Resources
2.7%
▲ 4.84%
3
Open
Jun 18, 2025
Goldman Sachs Group
▼ 1.45%
4
Close
Jun 18, 2025
Nike
2.7%
▲ 6.77%
3
Open
Jun 18, 2025
Qualcomm
2.7%
▲ 5.66%
1
Open
Jun 18, 2025
Mid-America Apartment
2.7%
▲ 0.19%
1
Open
Jun 18, 2025
Philip Morris
2.7%
▼ 2.94%
1
Open
Jun 18, 2025
TJX Companies
2.7%
▲ 2.26%
1
Open
Jun 18, 2025
Enterprise Products Partners
2.7%
▲ 1.03%
1
Open
Jun 18, 2025
Waste Management
2.7%
▼ 4.21%
1
Open
Jun 18, 2025
Medtronic
▲ 4.51%
2
Close
May 23, 2024
Amazon
▲ 24.68%
4
Close
May 23, 2024
Broadcom
2.7%
▲ 72.01%
3
Open
May 23, 2024
Deere
▲ 6.48%
4
Close
May 23, 2024
Chubb
2.7%
▲ 4.32%
5
Open
May 23, 2024
Cisco Systems
2.7%
▲ 20.24%
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