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Portfolio TS - New Portfolio
D0CE74D9
Portfolio TSIndividual Investor
Ranked #256,673 out of 797,896 TipRanks' Investors
Success Rate
167 out of 301
profitable transactions
profitable transactions
Average Return
4.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.28%
6-Month Return▼ 1.58%
12-Month Return▲ 8.10%
YTD Return▲ 0.12%
Total Return▲ 14.63%
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
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.43%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.72%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 3.97%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.98%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.58%
Apr 2025
▲ 3.27%
▲ 2.20%
▲ 1.35%
May 2025
▲ 9.99%▼ 0.89%▼ 1.43%
▲ 25.97%▲ 5.96%▲ 4.44%
▲ 5.39%▼ 2.41%▼ 5.72%
▲ 6.00%▲ 2.69%▲ 3.97%
▼ 12.86%▼ 1.27%▼ 0.50%
▼ 1.80%▼ 5.57%▼ 2.98%
▲ 1.74%▼ 0.87%▼ 1.58%
▲ 3.27%▲ 2.20%▲ 1.35%
Recent Activity
McDonald's
4.16%
▲ 9.36%
1
Open
Jan 08, 2025
Chipotle
0.69%
▼ 10.98%
1
Open
Jan 08, 2025
Domino's Pizza
19.37%
▲ 17.91%
1
Open
Jan 08, 2025
Texas Roadhouse
11.44%
▼ 5.26%
1
Open
Jan 08, 2025
ETFMG Prime Cyber Security ETF
0.2%
▲ 22.03%
17
Sell
Jan 02, 2025
Brookfield Wealth Solutions
0.15%
▲ 33.58%
13
Sell
Jan 02, 2025
Nvidia
0.31%
▲ 5.05%
6
Sell
Jan 02, 2025
VanEck Energy Income ETF
0.25%
▲ 19.83%
4
Sell
Jan 02, 2025
Deere
1.28%
▲ 32.34%
4
Sell
Jan 02, 2025
GlaxoSmithKline
―
▼ 18.72%
7
Close
Jan 02, 2025
AT&T
0.07%
▲ 52.38%
9
Sell
Jan 02, 2025
International Paper Co
0.12%
▲ 4.82%
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
0.12%
▼ 21.53%
13
Sell
Dec 01, 2024
iShares U.S. Financials ETF
1.51%
▲ 22.78%
7
Buy
Dec 01, 2024
iShares Russell 2000 ETF
2.67%
▼ 16.64%
1
Open
Dec 01, 2024
Vanguard Industrials ETF
3.39%
▼ 7.63%
1
Open
Dec 01, 2024
iShares TIPS Bond ETF
2.61%
▲ 3.08%
7
Sell
Nov 29, 2024