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S&P 500 Companies - New Portfolio

6603183A

S&P 500 Companies
Individual Investor
Ranked #132,085 out of 836,062 TipRanks' Investors
Success Rate
66%
104 out of 158
profitable transactions
Average Return
21.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.13%
6-Month Return▲ 8.62%
12-Month Return▲ 17.42%
YTD Return▲ 3.22%
Total Return▲ 21.71%

Best Trade

Opened at
Closed at-
Gain▲ 218.61%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 3.97%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.48%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.66%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.52%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.46%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.61%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.15%
Dec 2025
▲ 0.97%
▲ 1.11%
▲ 3.22%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 3.97%
▲ 7.60%▲ 2.30%▲ 1.48%
▲ 2.76%▲ 2.05%▲ 2.66%
▲ 12.88%▲ 3.56%▲ 1.52%
▲ 10.96%▲ 2.38%▲ 0.46%
▼ 3.57%▲ 0.19%▲ 1.61%
▼ 0.10%▲ 0.08%▲ 0.15%
▲ 0.97%▲ 1.11%▲ 3.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Interpublic Group of Companies
▼ 18.64%
2
Close
Nov 26, 2025
Omnicom Group
0.02%
▲ 11.29%
1
Open
Nov 26, 2025
Exxon Mobil
1.25%
▲ 14.82%
2
Buy
May 02, 2024
Pioneer Natural
▲ 7.87%
2
Close
May 02, 2024
Apple
9.04%
▲ 51.29%
1
Open
Mar 15, 2024
Microsoft
8.04%
▲ 16.31%
1
Open
Mar 15, 2024
Nvidia
10.47%
▲ 110.77%
1
Open
Mar 15, 2024
Amazon
5.8%
▲ 41.21%
1
Open
Mar 15, 2024
Alphabet Class C
9.14%
▲ 131.03%
1
Open
Mar 15, 2024
Alphabet Class A
9.16%
▲ 132.26%
1
Open
Mar 15, 2024
Meta Platforms
3.71%
▲ 34.25%
1
Open
Mar 15, 2024
Berkshire Hathaway B
2.44%
▲ 22.45%
1
Open
Mar 15, 2024
Eli Lilly & Co
2.33%
▲ 45.66%
1
Open
Mar 15, 2024
Broadcom
3.49%
▲ 175.20%
1
Open
Mar 15, 2024
Visa
1.6%
▲ 26.05%
1
Open
Mar 15, 2024
Tesla
3.14%
▲ 166.43%
1
Open
Mar 15, 2024
Walmart
2.06%
▲ 89.73%
1
Open
Mar 15, 2024
Mastercard
1.22%
▲ 23.12%
1
Open
Mar 15, 2024
Oracle
1.18%
▲ 53.84%
1
Open
Mar 15, 2024
Costco
0.92%
▲ 27.35%
1
Open
Mar 15, 2024