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Portfolio TS - New Portfolio
D0CE74D9
Portfolio TSIndividual Investor
Ranked #225,213 out of 794,370 TipRanks' Investors
Success Rate
172 out of 301
profitable transactions
profitable transactions
Average Return
5.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.15%
6-Month Return▼ 2.32%
12-Month Return▲ 6.24%
YTD Return▲ 0.76%
Total Return▲ 15.39%
Best Trade
Bio
The investment aims at long-term capital growth. I invest primarily in equity securities of US companies that I consider to have an attractive valuation.The portfolio is diversified by sector.
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.43%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.70%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.98%
Mar 2025
▲ 1.35%
▲ 0.92%
▲ 0.65%
Apr 2025
▲ 2.93%▲ 2.10%▲ 1.18%
▲ 10.00%▼ 0.89%▼ 1.43%
▲ 26.01%▲ 5.96%▲ 4.44%
▲ 5.33%▼ 2.41%▼ 5.70%
▲ 5.87%▲ 2.69%▲ 3.70%
▼ 12.86%▼ 1.27%▼ 0.50%
▼ 1.80%▼ 5.57%▼ 2.98%
▲ 1.35%▲ 0.92%▲ 0.65%
Recent Activity
McDonald's
4.16%
▲ 9.23%
1
Open
Jan 08, 2025
Chipotle
0.69%
▼ 10.19%
1
Open
Jan 08, 2025
Domino's Pizza
18.76%
▲ 13.95%
1
Open
Jan 08, 2025
Texas Roadhouse
11.49%
▼ 5.02%
1
Open
Jan 08, 2025
ETFMG Prime Cyber Security ETF
0.2%
▲ 17.77%
17
Sell
Jan 02, 2025
Brookfield Wealth Solutions
0.14%
▲ 30.64%
13
Sell
Jan 02, 2025
Nvidia
0.29%
▲ 1.31%
6
Sell
Jan 02, 2025
VanEck Energy Income ETF
0.27%
▲ 28.93%
4
Sell
Jan 02, 2025
Deere
1.26%
▲ 29.38%
4
Sell
Jan 02, 2025
GlaxoSmithKline
―
▼ 18.72%
7
Close
Jan 02, 2025
AT&T
0.08%
▲ 53.68%
9
Sell
Jan 02, 2025
International Paper Co
0.15%
▲ 24.53%
4
Sell
Jan 02, 2025
Coinbase Global
―
▲ 6.03%
32
Close
Dec 30, 2024
Universal Display
―
▼ 22.20%
5
Close
Dec 30, 2024
International Business Machines
―
▲ 47.03%
14
Close
Dec 16, 2024
Robert Half
0.15%
▼ 14.23%
13
Sell
Dec 01, 2024
iShares U.S. Financials ETF
1.52%
▲ 23.83%
7
Buy
Dec 01, 2024
iShares Russell 2000 ETF
2.71%
▼ 15.73%
1
Open
Dec 01, 2024
Vanguard Industrials ETF
3.36%
▼ 8.63%
1
Open
Dec 01, 2024
iShares TIPS Bond ETF
2.65%
▲ 4.25%
7
Sell
Nov 29, 2024