US Portfolio - New Portfolio

Daniel Carini

US Portfolio
Individual Investor
Ranked #13,789 out of 757,673 TipRanks' Investors
Success Rate
83%
96 out of 116
profitable transactions
Average Return
21.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.07%
6-Month Return▲ 7.84%
12-Month Return▲ 41.81%
YTD Return▲ 21.65%
Total Return▲ 36.24%

Best Trade

Opened at
Closed at-
Gain▲ 114.93%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.52%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 2.17%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.53%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 2.38%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.72%
▲ 5.05%▲ 3.27%▲ 2.63%
▼ 12.40%▼ 4.03%▼ 3.36%
▲ 11.46%▲ 5.06%▲ 4.39%
▼ 2.25%▲ 3.53%▲ 4.52%
▲ 25.76%▲ 1.21%▼ 2.17%
▼ 4.21%▲ 2.34%▲ 1.53%
▲ 5.59%▲ 1.30%▲ 2.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Morgan Stanley
2.42%
▲ 32.53%
14
Sell
Sep 20, 2024
Amazon
4.34%
▲ 39.14%
12
Sell
Sep 20, 2024
Broadcom
3.55%
▲ 82.62%
17
Sell
Sep 20, 2024
Eaton
2.18%
▲ 9.10%
6
Sell
Sep 20, 2024
Microsoft
4.93%
▲ 27.64%
16
Sell
Sep 19, 2024
Procter & Gamble
1.31%
▲ 17.77%
9
Sell
Sep 17, 2024
Abbott Laboratories
1.29%
▲ 6.69%
9
Sell
Sep 17, 2024
Wells Fargo
4.51%
▲ 27.63%
12
Buy
Sep 13, 2024
iShares 0-3 Month Treasury Bond ETF
37.49%
▲ 3.00%
8
Buy
Sep 03, 2024
Honeywell International
2.88%
▲ 12.67%
9
Sell
Aug 29, 2024
Eli Lilly & Co
4.35%
▲ 74.21%
7
Sell
Aug 27, 2024
Alphabet Class A
3.86%
▲ 16.31%
18
Sell
Aug 23, 2024
Advanced Micro Devices
4.12%
▲ 23.67%
22
Sell
Aug 23, 2024
Walt Disney
3.63%
▲ 5.76%
14
Buy
Aug 09, 2024
Costco
3.42%
▲ 66.57%
6
Sell
Jul 10, 2024
Apple
3.87%
▲ 23.14%
6
Buy
Jun 13, 2024
RTX
▲ 5.26%
14
Close
May 13, 2024
GE Healthcare Technologies Inc
▲ 17.02%
10
Close
May 13, 2024
Palo Alto Networks
▲ 1.32%
3
Close
Mar 07, 2024
KraneShares CSI China Internet ETF
▲ 0.84%
2
Close
Feb 14, 2024