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Portfolio TS - New Portfolio
D0CE74D9
Portfolio TSIndividual Investor
Ranked #230,864 out of 805,688 TipRanks' Investors
Success Rate
178 out of 301
profitable transactions
profitable transactions
Average Return
7.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.52%
6-Month Return▲ 4.90%
12-Month Return▲ 10.23%
YTD Return▲ 4.78%
Total Return▲ 19.97%
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%
▲ 25.97%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.72%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.02%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.98%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.49%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.33%
May 2025
▲ 4.16%
▲ 4.64%
▲ 2.52%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.44%
▲ 5.10%▼ 2.41%▼ 5.72%
▲ 6.03%▲ 2.69%▲ 4.02%
▼ 12.86%▼ 1.27%▼ 0.50%
▼ 1.80%▼ 5.57%▼ 2.98%
▲ 1.83%▼ 0.87%▼ 1.49%
▲ 12.21%▲ 6.28%▲ 3.33%
▲ 4.16%▲ 4.64%▲ 2.52%
Recent Activity
McDonald's
3.74%
▲ 2.79%
1
Open
Jan 08, 2025
Chipotle
0.71%
▼ 4.96%
1
Open
Jan 08, 2025
Domino's Pizza
17.16%
▲ 9.03%
1
Open
Jan 08, 2025
Texas Roadhouse
12.03%
▲ 3.90%
1
Open
Jan 08, 2025
ETFMG Prime Cyber Security ETF
0.22%
▲ 37.00%
17
Sell
Jan 02, 2025
Brookfield Wealth Solutions
0.16%
▲ 48.81%
13
Sell
Jan 02, 2025
Nvidia
0.4%
▲ 44.74%
6
Sell
Jan 02, 2025
VanEck Energy Income ETF
0.25%
▲ 23.93%
4
Sell
Jan 02, 2025
Deere
1.32%
▲ 41.04%
4
Sell
Jan 02, 2025
GlaxoSmithKline
―
▼ 18.72%
7
Close
Jan 02, 2025
AT&T
0.07%
▲ 54.97%
9
Sell
Jan 02, 2025
International Paper Co
0.12%
▲ 9.36%
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
0.11%
▼ 24.31%
13
Sell
Dec 01, 2024
iShares U.S. Financials ETF
1.54%
▲ 30.73%
7
Buy
Dec 01, 2024
iShares Russell 2000 ETF
2.76%
▼ 10.15%
1
Open
Dec 01, 2024
Vanguard Industrials ETF
3.57%
▲ 1.45%
1
Open
Dec 01, 2024
iShares TIPS Bond ETF
2.53%
▲ 4.53%
7
Sell
Nov 29, 2024