PCRA Trust - New Portfolio

Dela Amoussou

PCRA Trust
Individual Investor
Ranked #45,374 out of 757,311 TipRanks' Investors
Success Rate
70%
120 out of 172
profitable transactions
Average Return
16.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.86%
6-Month Return▲ 12.98%
12-Month Return▲ 16.16%
YTD Return▲ 11.19%
Total Return▲ 30.07%

Best Trade

Opened at
Closed at
Gain▲ 202.17%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.05%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.53%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.75%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.31%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.29%
▲ 5.05%▲ 3.27%▲ 1.05%
▼ 12.40%▼ 4.03%▼ 2.81%
▲ 11.46%▲ 5.06%▲ 5.16%
▼ 2.25%▲ 3.53%▲ 1.53%
▲ 25.76%▲ 1.21%▲ 4.45%
▼ 4.21%▲ 2.34%▲ 2.75%
▲ 1.03%▼ 0.11%▼ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab U.S. Large-Cap Growth Index Fund
1.84%
▲ 26.96%
6
Buy
Sep 18, 2024
Shopify
▲ 102.06%
4
Sell
Sep 14, 2024
Realty Income
2.26%
▲ 13.08%
14
Buy
Sep 13, 2024
Shopify
2.77%
▲ 5.10%
4
Buy
Sep 13, 2024
Home Depot
7.05%
▲ 25.17%
5
Buy
Sep 12, 2024
Schwab U.S. Large-Cap Growth ETF
5.68%
▲ 57.83%
9
Buy
Sep 10, 2024
Schwab US Dividend Equity ETF
6.36%
▲ 14.53%
8
Buy
Sep 10, 2024
AstraZeneca
2.82%
▲ 21.57%
4
Buy
Sep 10, 2024
Target
2.78%
▲ 7.63%
2
Buy
Sep 10, 2024
JPMorgan Equity Premium Income ETF
2.24%
▲ 8.33%
14
Buy
Sep 05, 2024
Simplify Volatility Premium ETF
2.23%
▼ 1.87%
17
Buy
Aug 30, 2024
Viking Therapeutics
1.2%
▼ 0.06%
1
Buy
Aug 23, 2024
Tesla
▼ 9.97%
4
Close
Aug 20, 2024
Apple
8.11%
▲ 49.40%
5
Buy
Aug 15, 2024
Costco
1.6%
▲ 58.34%
5
Buy
Aug 09, 2024
Dorchester Minerals
0.61%
▲ 5.53%
5
Buy
Aug 09, 2024
Fidelity Enhanced Large Cap Growth ETF
0.58%
▼ 3.49%
2
Buy
Jul 17, 2024
VICI Properties
1.84%
▲ 15.80%
6
Buy
Jul 03, 2024
Vanguard S&P 500 ETF
9.37%
▲ 28.12%
8
Buy
Jul 03, 2024
Coca-Cola
2.55%
▲ 23.13%
4
Buy
Jul 03, 2024