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New Portfolio - New Portfolio

RCMA

New Portfolio
Individual Investor
Ranked #60,861 out of 797,085 TipRanks' Investors
Success Rate
69%
63 out of 91
profitable transactions
Average Return
11.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.91%
6-Month Return▼ 0.13%
12-Month Return▲ 8.26%
YTD Return▼ 0.66%
Total Return▲ 26.00%

Best Trade

Opened at
Closed at-
Gain▲ 92.24%

Bio

Balance and diversity

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.51%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.27%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.24%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 8.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.37%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.86%
Mar 2025
▲ 3.42%
▼ 1.56%
▼ 2.07%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.51%
▲ 10.00%▼ 0.89%▼ 1.55%
▲ 25.97%▲ 5.96%▲ 7.27%
▲ 5.39%▼ 2.41%▼ 5.24%
▲ 6.04%▲ 2.69%▲ 8.12%
▼ 12.86%▼ 1.27%▼ 1.37%
▼ 1.80%▼ 5.57%▼ 4.86%
▲ 3.42%▼ 1.56%▼ 2.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
▲ 19.43%
4
Close
Nov 10, 2024
Citigroup
4.94%
▲ 55.51%
3
Sell
Nov 10, 2024
Eli Lilly & Co
2.71%
▲ 6.62%
1
Open
Nov 10, 2024
Uber Technologies
▲ 70.96%
5
Close
Nov 05, 2024
Advanced Micro Devices
2.96%
▼ 32.60%
4
Buy
Nov 05, 2024
CrowdStrike Holdings
6.76%
▲ 35.41%
2
Buy
Nov 05, 2024
Constellation Brands
2.27%
▼ 21.38%
1
Open
Nov 05, 2024
Wynn Resorts
▲ 8.09%
2
Close
Oct 11, 2024
The Estée Lauder Companies
▼ 13.11%
4
Close
Oct 11, 2024
Walt Disney
2.21%
▼ 3.66%
1
Open
Oct 11, 2024
Starbucks
▲ 2.80%
5
Close
Aug 23, 2024
Amazon
4.62%
▲ 3.61%
4
Buy
Aug 23, 2024
Best Buy Co
▲ 9.95%
3
Close
Aug 23, 2024
Comcast
▲ 2.97%
2
Close
Aug 23, 2024
Abbott Laboratories
▲ 7.56%
3
Close
Aug 23, 2024
Vanguard Growth ETF
2.53%
▲ 3.23%
3
Buy
Aug 23, 2024
Wells Fargo
3.41%
▲ 24.30%
1
Open
Aug 23, 2024
NEXTracker, Inc. Class A
1.87%
▲ 3.66%
1
Open
Aug 23, 2024
Sociedad Quimica Y Minera SA
▼ 39.32%
4
Close
Jul 25, 2024
Palo Alto Networks
▲ 34.05%
3
Close
Jul 25, 2024