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New Portfolio May 2023 - New Portfolio

PerformancePortfolio Details

Sergio

New Portfolio May 2023
Individual Investor
Ranked #28,272 out of 781,066 TipRanks' Investors
Success Rate
85%
35 out of 41
profitable transactions
Average Return
53.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.22%
6-Month Return▲ 15.94%
12-Month Return▲ 40.72%
YTD Return▲ 1.62%
Total Return▲ 87.56%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 395.61%

Bio

Profolio Top

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.31%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.68%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.50%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.48%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.45%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.62%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.31%
▲ 8.13%▲ 1.21%▲ 2.68%
▼ 13.14%▲ 2.34%▲ 4.07%
▲ 2.93%▲ 2.10%▲ 3.50%
▲ 10.00%▼ 0.89%▲ 0.11%
▲ 26.04%▲ 5.96%▲ 7.48%
▲ 5.93%▼ 2.41%▼ 1.45%
▲ 9.79%▲ 0.95%▲ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSLA
Tesla
3.84%
▲ 138.67%
4
Buy
Aug 14, 2024
NVDA
Nvidia
7.44%
▲ 220.40%
4
Buy
Aug 14, 2024
MSFT
Microsoft
3.86%
▲ 23.10%
4
Buy
Aug 14, 2024
META
Meta Platforms
5.52%
▲ 88.02%
4
Buy
Aug 14, 2024
MCD
McDonald's
2.53%
▲ 1.60%
4
Buy
Aug 14, 2024
MA
Mastercard
4.73%
▲ 27.86%
4
Buy
Aug 14, 2024
LLY
Eli Lilly & Co
6.54%
▲ 24.33%
4
Buy
Aug 14, 2024
HD
Home Depot
3.69%
▲ 37.76%
6
Buy
Aug 14, 2024
CRM
Salesforce
2.92%
▲ 48.46%
4
Buy
Aug 14, 2024
CAT
Caterpillar
3.48%
▲ 49.24%
4
Buy
Aug 14, 2024
BRK.B
Berkshire Hathaway B
4.22%
▲ 25.75%
4
Buy
Aug 14, 2024
AAPL
Apple
4.14%
▲ 21.21%
4
Buy
Aug 14, 2024
V
Visa
2.88%
▲ 36.32%
4
Buy
Aug 14, 2024
GS
Goldman Sachs Group
5.64%
▲ 74.26%
4
Buy
Aug 14, 2024
KO
Coca-Cola
2.26%
▲ 0.34%
2
Buy
Aug 14, 2024
NVO
Novo Nordisk
1.42%
▼ 5.14%
3
Sell
Jun 13, 2023
TSM
TSMC
3.81%
▲ 102.46%
1
Open
Jun 13, 2023
LVMUY
LVMH Moet Hennessy Louis Vuitton SE
―
▼ 8.35%
2
Close
May 25, 2023
AAAU
Goldman Sachs Physical Gold ETF
―
▼ 0.97%
2
Close
May 15, 2023
UHG
United Homes Group
―
▲ 52.80%
2
Close
May 15, 2023