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US Core Portfolio - New Portfolio

Paul

US Core Portfolio
Individual Investor
Ranked #114,122 out of 814,913 TipRanks' Investors
Success Rate
67%
82 out of 122
profitable transactions
Average Return
16.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.98%
6-Month Return▲ 4.52%
12-Month Return▲ 10.32%
YTD Return▲ 9.10%
Total Return▲ 48.56%

Best Trade

Opened at
Closed at-
Gain▲ 211.32%

Bio

US Core Equity

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 3.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.88%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.32%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.65%
Jun 2025
▲ 27.88%
▲ 2.30%
▼ 0.45%
Jul 2025
▲ 4.93%
▲ 2.09%
▲ 3.61%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.57%
▼ 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%
▲ 27.88%▲ 2.30%▼ 0.45%
▲ 4.93%▲ 2.09%▲ 3.61%

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%
▲ 16.35%
5
Open
Jun 18, 2025
EOG Resources
2.7%
▲ 4.53%
3
Open
Jun 18, 2025
Goldman Sachs Group
▼ 1.45%
4
Close
Jun 18, 2025
Nike
2.7%
▲ 8.44%
3
Open
Jun 18, 2025
Qualcomm
2.7%
▲ 2.85%
1
Open
Jun 18, 2025
Mid-America Apartment
2.7%
▼ 2.98%
1
Open
Jun 18, 2025
Philip Morris
2.7%
▼ 5.24%
1
Open
Jun 18, 2025
TJX Companies
2.7%
▲ 11.78%
1
Open
Jun 18, 2025
Enterprise Products Partners
2.7%
▲ 4.32%
1
Open
Jun 18, 2025
Waste Management
2.7%
▼ 2.66%
1
Open
Jun 18, 2025
Medtronic
▲ 4.51%
2
Close
May 23, 2024
Amazon
▲ 24.68%
4
Close
May 23, 2024
Broadcom
2.7%
▲ 80.78%
3
Open
May 23, 2024
Deere
▲ 6.48%
4
Close
May 23, 2024
Chubb
2.7%
▲ 4.01%
5
Open
May 23, 2024
Cisco Systems
2.7%
▲ 19.61%
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