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New Portfolio - New Portfolio

RCMA

New Portfolio
Individual Investor
Ranked #97,758 out of 812,655 TipRanks' Investors
Success Rate
68%
71 out of 105
profitable transactions
Average Return
17.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.56%
6-Month Return▲ 9.09%
12-Month Return▲ 27.13%
YTD Return▲ 18.45%
Total Return▲ 42.56%

Best Trade

Opened at
Closed at-
Gain▲ 169.24%

Bio

Balance and diversity

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 8.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.79%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.78%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.52%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.43%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.83%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.68%
Jul 2025
▲ 5.17%
▲ 0.61%
▼ 2.29%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 8.38%
▼ 12.86%▼ 1.27%▼ 0.79%
▼ 1.80%▼ 5.57%▼ 3.78%
▲ 1.84%▼ 0.87%▼ 0.52%
▲ 12.20%▲ 6.28%▲ 7.43%
▲ 6.24%▲ 5.14%▲ 7.83%
▲ 27.91%▲ 2.30%▲ 1.68%
▲ 5.17%▲ 0.61%▼ 2.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
9.05%
▲ 165.42%
5
Sell
Jul 28, 2025
Energy Transfer
3.04%
▲ 60.25%
3
Sell
Jul 28, 2025
Citigroup
5.46%
▲ 114.33%
4
Sell
Jul 28, 2025
Alphabet Class C
▲ 24.02%
2
Close
Jul 28, 2025
Advanced Micro Devices
▲ 21.11%
5
Close
Jul 28, 2025
Wells Fargo
4.59%
▲ 16.92%
2
Buy
Jul 28, 2025
CrowdStrike Holdings
5.04%
▲ 35.91%
3
Sell
Jul 28, 2025
Walt Disney
3.99%
▲ 7.06%
2
Buy
Jul 28, 2025
Eli Lilly & Co
3.75%
▼ 22.34%
2
Buy
Jul 28, 2025
Cisco Systems
2.51%
▲ 3.95%
2
Buy
Jul 28, 2025
Dover
2.07%
▼ 6.05%
2
Buy
Jul 28, 2025
Broadcom
4.49%
▲ 3.26%
1
Open
Jul 28, 2025
Apple
1.34%
▲ 6.25%
1
Open
Jul 28, 2025
Capital One Financial
4.92%
▼ 2.77%
1
Open
Jul 28, 2025
Salesforce
2.75%
▼ 13.90%
1
Open
Jul 28, 2025
DuPont de Nemours
1.65%
▼ 6.87%
1
Open
Jul 28, 2025
UnitedHealth
2.98%
▼ 10.55%
1
Open
Jul 28, 2025
Home Depot
3.66%
▲ 2.73%
1
Open
Jul 28, 2025
CVS Health
▼ 3.94%
4
Close
Jul 18, 2025
BNP Paribas
▲ 58.95%
4
Close
Jul 18, 2025