New Portfolio May 2023 - New Portfolio
Sergio
New Portfolio May 2023Individual Investor
Ranked #42,970 out of 859,402 TipRanks' Investors
Success Rate
34 out of 41
profitable transactions
profitable transactions
Average Return
79.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.24%
6-Month Return▲ 1.35%
12-Month Return▲ 27.95%
YTD Return▼ 2.08%
Total Return▲ 114.09%
Best Trade
Bio
Profolio Top
Performance
13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 3.54%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.72%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.18%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.00%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.66%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.31%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.16%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 5.04%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.54%
▲ 10.96%▲ 2.38%▲ 1.72%
▼ 3.68%▲ 0.19%▼ 0.18%
▼ 0.10%▲ 0.08%▲ 2.00%
▲ 4.06%▲ 1.47%▲ 0.66%
▼ 1.12%▼ 0.86%▼ 1.31%
▲ 0.60%▼ 4.94%▼ 6.16%
▲ 13.18%▲ 7.89%▲ 5.04%
Recent Activity
Tesla
2.92%
▲ 117.63%
4
Buy
Aug 14, 2024
Nvidia
9.47%
▲ 361.64%
4
Buy
Aug 14, 2024
Microsoft
3.16%
▲ 21.48%
4
Buy
Aug 14, 2024
Meta Platforms
5.32%
▲ 108.52%
4
Buy
Aug 14, 2024
McDonald's
2.43%
▲ 14.23%
4
Buy
Aug 14, 2024
Mastercard
4.12%
▲ 27.31%
4
Buy
Aug 14, 2024
Eli Lilly & Co
7.41%
▲ 56.28%
4
Buy
Aug 14, 2024
Home Depot
2.75%
▲ 17.67%
6
Buy
Aug 14, 2024
Salesforce
1.38%
▼ 16.36%
4
Buy
Aug 14, 2024
Caterpillar
6.38%
▲ 203.95%
4
Buy
Aug 14, 2024
Berkshire Hathaway B
3.83%
▲ 27.68%
4
Buy
Aug 14, 2024
Apple
4.16%
▲ 39.58%
4
Buy
Aug 14, 2024
Visa
2.5%
▲ 35.63%
4
Buy
Aug 14, 2024
Goldman Sachs Group
7.3%
▲ 157.01%
4
Buy
Aug 14, 2024
Coca-Cola
2.44%
▲ 25.64%
2
Buy
Aug 14, 2024
Novo Nordisk
0.63%
▼ 48.36%
3
Sell
Jun 13, 2023
TSMC
6.1%
▲ 252.24%
1
Open
Jun 13, 2023
LVMH Moet Hennessy Louis Vuitton SE
―
▼ 8.35%
2
Close
May 25, 2023
Goldman Sachs Physical Gold ETF
―
▼ 0.97%
2
Close
May 15, 2023
United Homes Group
―
▲ 52.80%
2
Close
May 15, 2023