PCRA Custodial - New Portfolio

Econocat

PCRA Custodial
Individual Investor
Ranked #371,713 out of 757,311 TipRanks' Investors
Success Rate
47%
170 out of 360
profitable transactions
Average Return
0.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.27%
6-Month Return▲ 4.01%
12-Month Return-
YTD Return▲ 11.41%
Total Return▲ 23.20%

Best Trade

Opened at
Closed at
Gain▲ 174.50%

Bio

Thematic-based portfolio. Themes for 2024: -AI -Weight loss drugs -Eldercare -Govt infrastructure spending -Banks -Fintech -Defense -Biotech -Insurance

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 8.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.10%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.69%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.99%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 4.40%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.80%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 8.14%
▲ 5.05%▲ 3.27%▲ 2.61%
▼ 12.40%▼ 4.03%▼ 6.89%
▲ 11.46%▲ 5.06%▲ 8.10%
▼ 2.25%▲ 3.53%▲ 0.69%
▲ 25.76%▲ 1.21%▲ 1.99%
▼ 4.21%▲ 2.34%▼ 4.40%
▲ 1.03%▼ 0.11%▲ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
loanDepot
▼ 18.80%
3
Sell
Sep 13, 2024
Occidental Petroleum
9.62%
▲ 0.14%
1
Buy
Sep 13, 2024
Teck Resources
9.7%
▲ 0.61%
1
Buy
Sep 13, 2024
Rocket Companies
10.26%
▲ 6.61%
11
Buy
Sep 12, 2024
iShares 20+ Year Treasury Bond ETF
3.93%
▲ 0.07%
9
Sell
Sep 12, 2024
UWM Holding
9.36%
▼ 3.39%
4
Sell
Sep 12, 2024
Perpetua Resources
▼ 0.88%
2
Close
Sep 06, 2024
Alpha Teknova
▼ 6.91%
3
Sell
Sep 06, 2024
US Treasury 30 Year Bond ETF
57.11%
▲ 1.23%
2
Buy
Aug 19, 2024
US Treasury 10 Year Note ETF
▲ 1.05%
2
Close
Aug 15, 2024
Blueprint Medicines
▲ 6.17%
7
Sell
Aug 08, 2024
MACOM Technology Solutions Holdings
▲ 14.35%
3
Sell
Aug 08, 2024
Monolithic Power
▲ 36.44%
4
Sell
Aug 08, 2024
Synopsys
▼ 12.27%
4
Sell
Aug 08, 2024
Photronics
▼ 3.66%
4
Sell
Aug 08, 2024
Onto Innovation
▲ 15.23%
5
Sell
Aug 08, 2024
Arista Networks
▲ 45.20%
4
Sell
Aug 08, 2024
Smart Global Holdings
▲ 10.52%
4
Sell
Aug 08, 2024
KLA
▲ 27.05%
4
Sell
Aug 08, 2024
ServiceNow
▲ 12.97%
5
Sell
Aug 08, 2024