Alpharetta Fund - New Portfolio

Mick Domas

Alpharetta Fund
Individual Investor
Ranked #36,687 out of 757,311 TipRanks' Investors
Success Rate
77%
280 out of 364
profitable transactions
Average Return
6.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.33%
6-Month Return▲ 0.85%
12-Month Return▲ 15.05%
YTD Return▲ 5.95%
Total Return▲ 24.12%

Best Trade

Opened at
Closed at
Gain▲ 66.52%

Bio

List of stocks that I've researched and like the future of.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.89%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.50%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.91%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.06%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.17%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.98%
▲ 5.05%▲ 3.27%▲ 4.89%
▼ 12.40%▼ 4.03%▼ 7.65%
▲ 11.46%▲ 5.06%▲ 0.66%
▼ 2.25%▲ 3.53%▼ 2.50%
▲ 25.76%▲ 1.21%▲ 3.91%
▼ 4.21%▲ 2.34%▲ 3.06%
▲ 2.65%▼ 0.40%▲ 1.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
24.06%
▲ 6.29%
8
Buy
Jun 13, 2024
The Hershey Company
11.65%
▲ 1.72%
7
Buy
Jun 13, 2024
Novo Nordisk
4.3%
▼ 6.85%
2
Buy
Jun 13, 2024
Synchrony Financial
5.43%
▲ 14.74%
1
Open
Jun 13, 2024
Tesla
▲ 10.01%
18
Close
Jun 12, 2024
UnitedHealth
▲ 0.18%
4
Close
Jun 12, 2024
Whirlpool
▼ 18.32%
4
Close
Jun 12, 2024
Deere
13.51%
▲ 3.53%
5
Buy
Jun 12, 2024
Dominion Energy
▲ 1.00%
3
Close
Jun 12, 2024
CVS Health
▼ 10.79%
9
Close
Jun 12, 2024
Crown Castle
19.72%
▲ 11.57%
13
Buy
Jun 12, 2024
Newmont Mining
▼ 5.32%
3
Close
Jun 12, 2024
Duolingo
▲ 11.28%
4
Close
Jun 12, 2024
Exxon Mobil
▲ 9.24%
2
Close
Jun 12, 2024
Pfizer
▼ 19.17%
8
Close
Jun 12, 2024
Dow Inc
▲ 10.87%
2
Close
Jun 12, 2024
Bristol-Myers Squibb
▼ 29.35%
9
Close
Jun 12, 2024
Chevron
▲ 4.92%
2
Close
Jun 12, 2024
RH
▼ 6.36%
3
Close
Jun 12, 2024
Floor & Decor Holdings
▲ 9.67%
2
Close
Jun 12, 2024