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New Portfolio - New Portfolio
Robert M
New PortfolioIndividual Investor
Ranked #79,525 out of 781,066 TipRanks' Investors
Success Rate
69 out of 98
profitable transactions
profitable transactions
Average Return
10.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.42%
6-Month Return▲ 4.85%
12-Month Return▲ 13.94%
YTD Return▲ 3.54%
Total Return▲ 18.22%
Best Trade
Bio
Divident Growth
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.11%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.05%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.29%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.54%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.77%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.54%
Jan 2025
▲ 9.79%▲ 3.53%▼ 1.11%
▲ 8.13%▲ 1.21%▲ 7.05%
▼ 13.14%▲ 2.34%▲ 2.20%
▲ 2.93%▲ 2.10%▲ 2.73%
▲ 10.00%▼ 0.89%▼ 2.29%
▲ 26.04%▲ 5.96%▲ 2.54%
▲ 5.93%▼ 2.41%▼ 5.77%
▲ 9.79%▲ 0.95%▲ 3.54%
Recent Activity
Alibaba
―
▲ 57.14%
2
Close
Oct 03, 2024
Pfizer
4.06%
▼ 8.65%
5
Buy
Sep 27, 2024
UGI
2.79%
▲ 24.86%
2
Buy
Sep 27, 2024
Enovix
―
▲ 19.16%
2
Close
Sep 27, 2024
Grab
―
▲ 22.61%
2
Close
Sep 27, 2024
Franklin Resources
1.51%
▼ 2.99%
1
Open
Sep 27, 2024
Amcor
1.05%
▼ 2.21%
3
Buy
Sep 18, 2024
VF
―
▲ 26.74%
4
Close
Sep 18, 2024
Ares Capital
4.66%
▲ 18.52%
2
Buy
Sep 18, 2024
Blue Owl Capital
1.83%
▲ 2.94%
2
Buy
Sep 18, 2024
Intel
1.66%
▲ 7.47%
4
Buy
Sep 17, 2024
Micron
3.27%
▲ 19.47%
1
Open
Sep 17, 2024
The Estée Lauder Companies
2.41%
▼ 19.94%
2
Buy
Sep 02, 2024
Stellantis
1.19%
▼ 26.54%
3
Buy
Sep 02, 2024
Walt Disney
1.65%
▲ 19.78%
1
Open
Aug 20, 2024
Alphabet Class A
3.03%
▲ 17.53%
1
Open
Aug 20, 2024
Bristol-Myers Squibb
5.22%
▲ 13.80%
6
Buy
Jul 30, 2024
Verizon
2.4%
▲ 19.46%
3
Buy
Jul 30, 2024
Medtronic
2.72%
▲ 14.80%
2
Buy
Jul 30, 2024
Enbridge
2.06%
▲ 29.76%
2
Buy
Jul 30, 2024