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My Portfolio - New Portfolio
StonkHodler
My PortfolioIndividual Investor
Ranked #217,241 out of 766,001 TipRanks' Investors
Success Rate
69 out of 122
profitable transactions
profitable transactions
Average Return
10.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.03%
6-Month Return▼ 0.88%
12-Month Return▲ 35.14%
YTD Return▲ 15.77%
Total Return▲ 20.41%
Best Trade
Bio
Value portfolio. Tech-light, Industrials-heavy, UK-heavy (home bias), moderately decoupled from S&P 500 (Rsq ~ 0.6), moderate risk appetite (beta = 1.3), dividend yield ~ 3%
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.59%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.91%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.33%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.26%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.24%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.86%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.14%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 0.40%
Nov 2024
▼ 12.40%▼ 4.03%▼ 1.59%
▲ 11.46%▲ 5.06%▲ 8.91%
▼ 2.25%▲ 3.53%▼ 4.33%
▲ 25.72%▲ 1.21%▲ 3.26%
▼ 4.22%▲ 2.34%▼ 1.24%
▲ 7.82%▲ 2.10%▲ 2.86%
▲ 6.02%▼ 0.89%▼ 3.14%
▲ 5.59%▲ 5.20%▲ 0.40%
Recent Activity
Caterpillar
18.73%
▲ 49.61%
4
Buy
Aug 07, 2024
Rolls-Royce Holdings
4.24%
▲ 185.80%
7
Buy
Jul 27, 2024
Diageo
1.42%
▼ 10.88%
3
Buy
Jul 27, 2024
Intel
3.12%
▼ 5.04%
4
Buy
Jul 26, 2024
Freeport-McMoRan
5.52%
▲ 15.65%
5
Buy
Jul 26, 2024
Stellantis
2.39%
▼ 32.72%
5
Buy
Jul 26, 2024
Deere
9.38%
▲ 2.39%
2
Buy
Jul 03, 2024
STMicroelectronics
1.58%
▼ 41.38%
6
Sell
May 13, 2024
Anglo American
3.6%
▲ 5.41%
8
Sell
May 04, 2024
Prologis
1.38%
▲ 1.65%
1
Open
Apr 13, 2024
Qualcomm
2.03%
▲ 41.58%
4
Sell
Mar 16, 2024
Rio Tinto
4.56%
▲ 3.91%
5
Buy
Mar 16, 2024
Persimmon
1.01%
▲ 19.95%
4
Sell
Mar 16, 2024
Livent
0%
▼ 26.76%
3
Sell
Mar 16, 2024
Arcadium Lithium Plc
0.7%
▲ 16.02%
1
Open
Mar 16, 2024
Barratt Developments
0%
▲ 2.94%
4
Sell
Feb 01, 2024
Taylor Wimpey
2.54%
▲ 20.82%
4
Buy
Feb 01, 2024
Michelmersh Brick Holdings
0.4%
▲ 4.62%
1
Open
Feb 01, 2024
Marks and Spencer
0.87%
▲ 53.17%
2
Buy
Dec 16, 2023
Legal & General
5%
▲ 6.14%
10
Buy
Nov 21, 2023