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FY 20427 Equities Trust - New Portfolio
cmartinmb1
FY 20427 Equities TrustIndividual Investor
Ranked #132,267 out of 815,971 TipRanks' Investors
Success Rate
58 out of 95
profitable transactions
profitable transactions
Average Return
25.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.47%
6-Month Return▲ 14.35%
12-Month Return▲ 17.65%
YTD Return▲ 16.13%
Total Return▲ 39.22%
Best Trade
Bio
Long Term Portfolio
Performance
27.87%0-27.87%
▲ 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
▲ 27.87%
▲ 2.30%
▲ 2.38%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 0.47%
Aug 2025
▲ 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%
▲ 27.87%▲ 2.30%▲ 2.38%
▲ 7.88%▲ 2.05%▲ 0.47%
Recent Activity
Kenvue, Inc.
―
▲ 7.58%
3
Close
Apr 11, 2025
Haleon PLC Sponsored ADR
―
▲ 12.97%
5
Sell
Apr 11, 2025
Shell
6.67%
▲ 26.63%
5
Sell
Apr 11, 2025
Procter & Gamble
―
▲ 150.36%
2
Sell
Apr 11, 2025
NextEra Energy
8.48%
▲ 92.74%
4
Sell
Apr 11, 2025
RTX
2.93%
▲ 197.67%
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
5.48%
▼ 1.89%
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
13.68%
▲ 73.82%
3
Buy
Apr 11, 2025
Capital One Financial
10.92%
▲ 38.94%
3
Buy
Apr 11, 2025
Meta Platforms
19.5%
▲ 25.21%
3
Buy
Apr 03, 2025
Nu Holdings
7.82%
▲ 44.60%
1
Buy
Apr 03, 2025
CME Group
7.04%
▼ 0.90%
1
Buy
Apr 03, 2025