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US Core Portfolio - New Portfolio

Paul

US Core Portfolio
Individual Investor
Ranked #123,068 out of 831,456 TipRanks' Investors
Success Rate
68%
83 out of 122
profitable transactions
Average Return
17.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.00%
6-Month Return▲ 7.64%
12-Month Return▲ 8.24%
YTD Return▲ 11.49%
Total Return▲ 51.81%

Best Trade

Opened at
Closed at-
Gain▲ 232.69%

Bio

US Core Equity

Performance

12.88%0-12.88%
▲ 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
▼ 3.44%
▲ 0.19%
▲ 2.22%
Nov 2025
▲ 1.44%
▲ 0.04%
▼ 0.55%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.44%▲ 0.19%▲ 2.22%
▲ 1.44%▲ 0.04%▼ 0.55%

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%
▲ 16.68%
5
Open
Jun 18, 2025
EOG Resources
2.7%
▲ 1.33%
3
Open
Jun 18, 2025
Goldman Sachs Group
▼ 1.45%
4
Close
Jun 18, 2025
Nike
2.7%
▼ 1.44%
3
Open
Jun 18, 2025
Qualcomm
2.7%
▲ 15.02%
1
Open
Jun 18, 2025
Mid-America Apartment
2.7%
▼ 9.67%
1
Open
Jun 18, 2025
Philip Morris
2.7%
▼ 17.68%
1
Open
Jun 18, 2025
TJX Companies
2.7%
▲ 25.85%
1
Open
Jun 18, 2025
Enterprise Products Partners
2.7%
▲ 8.51%
1
Open
Jun 18, 2025
Waste Management
2.7%
▼ 7.72%
1
Open
Jun 18, 2025
Medtronic
▲ 4.51%
2
Close
May 23, 2024
Amazon
▲ 24.68%
4
Close
May 23, 2024
Broadcom
2.7%
▲ 116.07%
3
Open
May 23, 2024
Deere
▲ 6.48%
4
Close
May 23, 2024
Chubb
2.7%
▲ 6.37%
5
Open
May 23, 2024
Cisco Systems
2.7%
▲ 27.85%
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