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US Core Portfolio - New Portfolio
Paul
US Core PortfolioIndividual Investor
Ranked #65,478 out of 797,896 TipRanks' Investors
Success Rate
76 out of 113
profitable transactions
profitable transactions
Average Return
13.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.86%
6-Month Return▲ 1.10%
12-Month Return▲ 12.11%
YTD Return▲ 1.31%
Total Return▲ 37.99%
Best Trade
Bio
US Core Equity
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.58%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.22%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.62%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 3.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.88%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.99%
Apr 2025
▲ 1.60%
▲ 2.20%
▲ 0.48%
May 2025
▲ 9.99%▼ 0.89%▼ 1.58%
▲ 25.97%▲ 5.96%▲ 4.22%
▲ 5.39%▼ 2.41%▼ 4.62%
▲ 6.00%▲ 2.69%▲ 3.65%
▼ 12.86%▼ 1.27%▲ 1.15%
▼ 1.80%▼ 5.57%▼ 1.88%
▲ 1.74%▼ 0.87%▼ 1.99%
▲ 1.60%▲ 2.20%▲ 0.48%
Recent Activity
CME Group
―
▲ 25.00%
4
Close
Nov 25, 2024
Goldman Sachs Group
3.33%
▼ 7.51%
3
Open
Nov 25, 2024
Medtronic
―
▲ 4.51%
2
Close
May 23, 2024
Amazon
―
▲ 24.68%
4
Close
May 23, 2024
Broadcom
3.33%
▲ 47.71%
3
Open
May 23, 2024
Deere
―
▲ 6.48%
4
Close
May 23, 2024
Chubb
3.33%
▲ 5.13%
5
Open
May 23, 2024
Cisco Systems
3.33%
▲ 13.42%
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
Starwood Property
―
▲ 20.60%
2
Close
May 23, 2024
Alphabet Class C
―
▲ 41.99%
2
Close
May 23, 2024
Salesforce
―
▲ 34.99%
2
Close
May 23, 2024
GlaxoSmithKline
―
▲ 32.33%
2
Close
May 23, 2024
CVS Health
―
▼ 17.25%
2
Close
May 23, 2024
American Tower
―
▲ 2.71%
2
Close
May 23, 2024
FedEx
―
▲ 12.25%
2
Close
May 23, 2024
Caterpillar
―
▲ 67.93%
2
Close
May 23, 2024
Nike
―
▼ 14.83%
2
Close
May 23, 2024