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Portfolio TS - New Portfolio
D0CE74D9
Portfolio TSIndividual Investor
Ranked #259,175 out of 783,079 TipRanks' Investors
Success Rate
171 out of 301
profitable transactions
profitable transactions
Average Return
6.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.24%
6-Month Return▲ 3.94%
12-Month Return▲ 14.57%
YTD Return▲ 2.14%
Total Return▲ 17.16%
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
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.02%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.07%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.41%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.57%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 2.14%
Jan 2025
▲ 9.79%▲ 3.53%▲ 2.02%
▲ 8.13%▲ 1.21%▲ 4.07%
▼ 13.14%▲ 2.34%▲ 2.94%
▲ 2.93%▲ 2.10%▲ 1.18%
▲ 9.99%▼ 0.89%▼ 1.41%
▲ 26.04%▲ 5.96%▲ 4.44%
▲ 5.93%▼ 2.41%▼ 5.57%
▲ 2.91%▲ 3.15%▲ 2.14%
Recent Activity
McDonald's
3.81%
▲ 1.48%
1
Open
Jan 08, 2025
Chipotle
0.77%
▼ 0.16%
1
Open
Jan 08, 2025
Domino's Pizza
16.86%
▲ 4.15%
1
Open
Jan 08, 2025
Texas Roadhouse
11.96%
▼ 0.63%
1
Open
Jan 08, 2025
ETFMG Prime Cyber Security ETF
0.2%
▲ 26.39%
17
Sell
Jan 02, 2025
Brookfield Wealth Solutions
0.16%
▲ 45.33%
13
Sell
Jan 02, 2025
Nvidia
0.32%
▲ 18.34%
6
Sell
Jan 02, 2025
VanEck Energy Income ETF
0.26%
▲ 23.17%
4
Sell
Jan 02, 2025
Deere
1.26%
▲ 31.42%
4
Sell
Jan 02, 2025
GlaxoSmithKline
―
▼ 18.69%
7
Close
Jan 02, 2025
AT&T
0.06%
▲ 33.25%
9
Sell
Jan 02, 2025
International Paper Co
0.15%
▲ 34.07%
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
―
▲ 44.62%
14
Close
Dec 16, 2024
Robert Half
0.18%
▼ 2.50%
13
Sell
Dec 01, 2024
iShares U.S. Financials ETF
1.55%
▲ 27.67%
7
Buy
Dec 01, 2024
iShares Russell 2000 ETF
2.97%
▼ 5.93%
1
Open
Dec 01, 2024
Vanguard Industrials ETF
3.49%
▼ 3.80%
1
Open
Dec 01, 2024
iShares TIPS Bond ETF
2.55%
▲ 1.40%
7
Sell
Nov 29, 2024