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Portfolio Milo - New Portfolio

Mike Moreland

Portfolio Milo
Individual Investor
Ranked #142,249 out of 769,291 TipRanks' Investors
Success Rate
66%
44 out of 67
profitable transactions
Average Return
12.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.03%
6-Month Return▲ 8.07%
12-Month Return▲ 30.13%
YTD Return▲ 21.71%
Total Return▲ 34.55%

Best Trade

Opened at
Closed at
Gain▲ 161.60%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 4.28%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.59%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.04%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.24%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.25%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.05%
Oct 2024
▲ 37.60%
▲ 4.40%
▼ 2.88%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.28%
▲ 11.46%▲ 5.06%▲ 1.59%
▼ 2.25%▲ 3.53%▲ 3.04%
▲ 25.72%▲ 1.21%▲ 1.89%
▼ 4.22%▲ 2.34%▲ 5.24%
▲ 7.82%▲ 2.10%▲ 0.25%
▲ 5.70%▼ 0.89%▲ 1.05%
▲ 37.60%▲ 4.40%▼ 2.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kroger Company
▼ 4.81%
2
Close
Aug 23, 2024
Williams-Sonoma
6.04%
▲ 12.63%
1
Open
Jul 28, 2024
Mastercard
▲ 2.41%
3
Close
Jul 14, 2024
Alphabet Class A
4.59%
▲ 9.23%
3
Open
Jul 14, 2024
Taiwan Semiconductor Manufacturing
15.37%
▲ 37.96%
3
Open
Jun 18, 2024
Novo Nordisk
19.15%
▼ 3.76%
4
Sell
Jun 18, 2024
ACM Research
▼ 9.75%
3
Close
Jun 18, 2024
Viking Therapeutics
12.72%
▼ 21.05%
4
Buy
Jun 18, 2024
VanEck Semiconductor ETF
▲ 65.27%
2
Close
May 29, 2024
Microsoft
▲ 27.72%
2
Close
May 29, 2024
Nvidia
▲ 161.60%
2
Close
May 29, 2024
Advanced Micro Devices
▲ 62.72%
2
Close
May 29, 2024
Invesco QQQ Trust
▲ 27.42%
2
Close
May 29, 2024
Meta Platforms
▲ 57.85%
2
Close
May 29, 2024
SPDR S&P 500 ETF Trust
▲ 22.59%
2
Close
May 29, 2024
S&P Global
▼ 3.99%
2
Close
May 29, 2024
Western Digital
▲ 2.92%
4
Close
May 29, 2024
Caterpillar
▲ 6.99%
2
Close
May 29, 2024
Applied Materials
▲ 18.48%
2
Close
May 29, 2024
GE Aerospace
▲ 46.61%
2
Close
May 29, 2024