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FY 20427 Equities Trust - New Portfolio
cmartinmb1
FY 20427 Equities TrustIndividual Investor
Ranked #100,475 out of 808,344 TipRanks' Investors
Success Rate
60 out of 95
profitable transactions
profitable transactions
Average Return
25.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.43%
6-Month Return▲ 10.00%
12-Month Return▲ 20.91%
YTD Return▲ 13.57%
Total Return▲ 36.15%
Best Trade
Bio
Long Term Portfolio
Performance
13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 3.32%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.37%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.29%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.88%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 0.59%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.32%
▲ 6.03%▲ 2.69%▲ 6.07%
▼ 12.86%▼ 1.27%▼ 4.25%
▼ 1.80%▼ 5.57%▼ 5.37%
▲ 1.84%▼ 0.87%▼ 0.29%
▲ 12.20%▲ 6.28%▲ 9.21%
▲ 6.24%▲ 5.14%▲ 7.88%
▲ 13.92%▲ 0.69%▲ 0.59%
Recent Activity
Kenvue, Inc.
―
▲ 7.58%
3
Sell
Apr 11, 2025
Haleon PLC Sponsored ADR
―
▲ 12.97%
5
Sell
Apr 11, 2025
Shell
6.43%
▲ 24.52%
5
Sell
Apr 11, 2025
Procter & Gamble
―
▲ 150.36%
2
Sell
Apr 11, 2025
NextEra Energy
8.89%
▲ 99.83%
4
Sell
Apr 11, 2025
RTX
2.78%
▲ 179.05%
3
Sell
Apr 11, 2025
HSBC Holdings
―
▲ 26.73%
2
Sell
Apr 11, 2025
GE Aerospace
―
▲ 67.35%
3
Close
Apr 11, 2025
BlackRock
―
▲ 13.19%
2
Sell
Apr 11, 2025
Kemper
―
▼ 0.83%
2
Close
Apr 11, 2025
Amazon
―
▼ 9.76%
2
Sell
Apr 11, 2025
Energy Transfer
5.5%
▼ 3.57%
3
Sell
Apr 11, 2025
Opera
―
▼ 20.88%
2
Close
Apr 11, 2025
Ares Capital
―
▼ 10.47%
2
Close
Apr 11, 2025
Kyndryl Holdings Incorporation
―
▼ 16.89%
2
Sell
Apr 11, 2025
Vistra Energy
13.99%
▲ 75.89%
3
Buy
Apr 11, 2025
Capital One Financial
10.46%
▲ 31.67%
3
Buy
Apr 11, 2025
Meta Platforms
18.96%
▲ 22.56%
3
Buy
Apr 03, 2025
Nu Holdings
7.23%
▲ 32.29%
1
Buy
Apr 03, 2025
CME Group
7.34%
▲ 2.26%
1
Buy
Apr 03, 2025