tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksTop Gainers/ Losers/ Active StocksTipRanks Momentum IndexDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by UpsideTop ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Research Tools
Trending StocksCompare StocksCompare ETFsMost Visited Websites
Daily Feeds
Daily Analyst RatingsDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Class Actions
Stock ScreenerETF Screener
Popular
Penny Stock ScreenerTechnical Analysis Screener
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsAdvertise with UsTop Online BrokersBecome an AffiliateTipRanks News WireArrivedEquityMultiple
Follow Us
TOOLS
News
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
Plans & Pricing
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Trending Stocks
Compare Stocks
Compare ETFs
Most Visited Websites
Daily Feeds
Daily Analyst Ratings
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us

FY 20427 Equities Trust - New Portfolio

PerformancePortfolio Details

cmartinmb1

FY 20427 Equities Trust
Individual Investor
Ranked #53,132 out of 783,334 TipRanks' Investors
Success Rate
69%
57 out of 83
profitable transactions
Average Return
30.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.61%
6-Month Return▲ 15.48%
12-Month Return▲ 21.01%
YTD Return▲ 7.01%
Total Return▲ 28.40%

Best Trade

AssetGE Vernova ... (GEV)
Opened at
Closed at-
Gain▲ 293.00%

Bio

Long Term Portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 4.56%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.06%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.07%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.32%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.91%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 7.01%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.56%
▲ 8.13%▲ 1.21%▲ 2.06%
▼ 13.14%▲ 2.34%▲ 6.00%
▲ 2.93%▲ 2.10%▲ 2.58%
▲ 9.99%▼ 0.89%▼ 1.07%
▲ 26.04%▲ 5.96%▲ 3.32%
▲ 5.93%▼ 2.41%▼ 3.91%
▲ 2.91%▲ 3.15%▲ 7.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
4.62%
▲ 76.50%
4
Sell
Jan 06, 2025
ONON
On Holding AG
4.32%
▲ 74.70%
4
Sell
Jan 06, 2025
EOSE
Eos Energy Enterprises
1.59%
▼ 6.67%
1
Buy
Jan 06, 2025
ARCC
Ares Capital
2.31%
▲ 4.61%
1
Buy
Jan 06, 2025
CVNA
Carvana Co
2.81%
▲ 15.27%
1
Buy
Dec 27, 2024
ET
Energy Transfer
2.47%
▲ 7.06%
1
Buy
Dec 27, 2024
OPRA
Opera
2.28%
▼ 2.01%
1
Buy
Dec 27, 2024
MRVL
Marvell
3.68%
▼ 6.01%
1
Buy
Dec 27, 2024
MBXIX
Catalyst/Millburn Hedge Strategy Fund Class I
―
▲ 3.02%
4
Sell
Dec 24, 2024
RIO
Rio Tinto
―
▼ 10.68%
4
Close
Dec 24, 2024
MSMLX
Matthews Emerging Markets Small Companies Fund Investor Class
―
▼ 13.17%
3
Sell
Dec 24, 2024
ABT
Abbott Laboratories
―
▲ 6.99%
2
Close
Dec 24, 2024
VRTX
Vertex Pharmaceuticals
―
▼ 15.55%
2
Sell
Dec 24, 2024
IGPT
Invesco AI and Next Gen Software ETF
6.27%
▲ 2.30%
2
Buy
Dec 24, 2024
AAPL
Apple
―
▲ 7.79%
5
Close
Nov 28, 2024
FRO
Frontline
―
▼ 26.06%
2
Close
Nov 28, 2024
AMZN
Amazon
2.68%
▲ 18.06%
1
Buy
Nov 15, 2024
CVX
Chevron
―
▼ 12.00%
2
Close
Aug 12, 2024
CTRA
Coterra Energy
―
▼ 7.00%
4
Sell
Aug 08, 2024
DUK
Duke Energy
―
▲ 139.17%
2
Close
Aug 08, 2024