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FY 20427 Equities Trust - New Portfolio

PerformancePortfolio Details

cmartinmb1

FY 20427 Equities Trust
Individual Investor
Ranked #60,232 out of 766,394 TipRanks' Investors
Success Rate
67%
49 out of 73
profitable transactions
Average Return
34.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.78%
6-Month Return▲ 11.40%
12-Month Return▲ 29.28%
YTD Return▲ 17.14%
Total Return▲ 25.81%

Best Trade

AssetGE Vernova ... (GEV)
Opened at
Closed at-
Gain▲ 288.76%

Bio

Long Term Portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.59%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.63%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.56%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.06%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.00%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.80%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 3.81%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.59%
▲ 11.46%▲ 5.06%▲ 6.63%
▼ 2.25%▲ 3.53%▼ 4.56%
▲ 25.72%▲ 1.21%▲ 2.06%
▼ 4.22%▲ 2.34%▲ 6.00%
▲ 7.82%▲ 2.10%▲ 2.58%
▲ 6.02%▼ 0.89%▼ 0.80%
▲ 22.71%▲ 5.30%▲ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
CARR
Carrier Global
―
▲ 246.18%
4
Sell
Aug 08, 2024
VWAGY
Volkswagen AG
―
▼ 31.21%
2
Close
Aug 08, 2024
META
Meta Platforms
―
▲ 11.87%
2
Sell
Aug 08, 2024
CRWD
CrowdStrike Holdings
4.86%
▼ 5.64%
2
Buy
Aug 07, 2024
CELH
Celsius Holdings
―
▼ 27.77%
3
Sell
Jul 11, 2024
VALE
Vale SA
―
▼ 4.62%
2
Close
Jul 11, 2024
AAPL
Apple
3.83%
▲ 5.40%
4
Buy
Jul 08, 2024
VRTX
Vertex Pharmaceuticals
3.81%
▲ 4.55%
1
Buy
Jul 08, 2024
FROG
JFrog
―
▼ 17.96%
2
Sell
May 13, 2024
ITW
Illinois Tool Works
―
▲ 158.38%
3
Close
Apr 30, 2024
XOM
Exxon Mobil
―
▲ 5.87%
2
Close
Apr 30, 2024
TJX
TJX Companies
―
▲ 4.26%
2
Close
Apr 30, 2024
MSFT
Microsoft
8.88%
▲ 55.55%
2
Sell
Apr 29, 2024
TBBB
BBB Foods, Inc. Class A
2.38%
▲ 48.58%
2
Buy
Apr 29, 2024
ABT
Abbott Laboratories
3.44%
▲ 9.32%
1
Buy
Apr 25, 2024
BLK
BlackRock
4.03%
▲ 38.90%
1
Buy
Apr 25, 2024
KMPR
Kemper
2.81%
▲ 17.18%
1
Buy
Apr 25, 2024