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My Portfolio - New Portfolio

StonkHodler

My Portfolio
Individual Investor
Ranked #253,324 out of 770,014 TipRanks' Investors
Success Rate
55%
73 out of 133
profitable transactions
Average Return
9.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.12%
6-Month Return▼ 2.65%
12-Month Return▲ 28.78%
YTD Return▲ 16.69%
Total Return▲ 21.38%

Best Trade

Opened at
Closed at-
Gain▲ 276.44%

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

31.73%0-31.73%
▼ 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
▲ 5.70%
▼ 0.89%
▼ 3.16%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 1.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 5.70%▼ 0.89%▼ 3.16%
▲ 31.73%▲ 4.73%▲ 1.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Glencore
2.09%
▼ 3.74%
7
Buy
Nov 13, 2024
J Sainsbury plc
1.9%
▲ 5.73%
5
Buy
Nov 13, 2024
Diageo
1.61%
▼ 5.04%
4
Buy
Nov 13, 2024
Agco
6.47%
▼ 13.52%
6
Buy
Nov 10, 2024
STMicroelectronics
2.81%
▼ 36.57%
7
Buy
Nov 10, 2024
Intel
3.18%
▼ 8.03%
5
Buy
Nov 10, 2024
Albemarle
5.86%
▼ 40.73%
6
Buy
Nov 10, 2024
Persimmon
0%
▲ 17.44%
5
Sell
Nov 10, 2024
Next plc
2.68%
▲ 19.12%
2
Buy
Nov 10, 2024
Stellantis
2.78%
▼ 27.66%
6
Buy
Nov 10, 2024
Arcadium Lithium Plc
0.01%
▲ 15.15%
2
Sell
Nov 10, 2024
RELX plc
0.51%
▼ 0.05%
1
Open
Nov 10, 2024
Caterpillar
17.59%
▲ 54.28%
4
Buy
Aug 07, 2024
Rolls-Royce Holdings
3.62%
▲ 180.33%
7
Buy
Jul 27, 2024
Freeport-McMoRan
4.72%
▲ 10.71%
5
Buy
Jul 26, 2024
Deere
9.94%
▲ 20.23%
2
Buy
Jul 03, 2024
Anglo American
3.23%
▲ 6.26%
8
Sell
May 04, 2024
Prologis
1.26%
▲ 3.61%
1
Open
Apr 13, 2024
Qualcomm
1.75%
▲ 31.57%
4
Sell
Mar 16, 2024
Rio Tinto
4.06%
▲ 5.38%
5
Buy
Mar 16, 2024