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Living Trust - New Portfolio

Craig Cooper

Living Trust
Individual Investor
Ranked #225,898 out of 808,802 TipRanks' Investors
Success Rate
59%
103 out of 176
profitable transactions
Average Return
11.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.05%
6-Month Return▲ 9.94%
12-Month Return▲ 19.66%
YTD Return▲ 13.43%
Total Return▲ 45.22%

Best Trade

Opened at
Closed at
Gain▲ 948.27%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 2.25%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.24%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.06%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.40%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 5.47%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.25%
▲ 6.03%▲ 2.69%▲ 5.43%
▼ 12.86%▼ 1.27%▼ 1.27%
▼ 1.80%▼ 5.57%▼ 7.26%
▲ 1.84%▼ 0.87%▼ 1.24%
▲ 12.20%▲ 6.28%▲ 8.06%
▲ 6.24%▲ 5.14%▲ 4.40%
▲ 14.83%▲ 1.65%▲ 5.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
QXO Inc
0.6%
0.00%
1
Buy
Jul 18, 2025
Main Street Capital
2.78%
▲ 7.77%
20
Buy
Jul 16, 2025
International Business Machines
▼ 8.63%
4
Close
Jul 16, 2025
Autodesk
0.49%
▲ 0.68%
1
Buy
Jul 16, 2025
Progressive
▼ 0.03%
4
Close
Jul 15, 2025
General Dynamics
0.58%
▼ 1.52%
1
Buy
Jul 15, 2025
Costco
2.64%
▲ 62.74%
5
Sell
Jul 14, 2025
Medicus Pharma Ltd
0.18%
▲ 7.26%
1
Buy
Jul 14, 2025
SoFi Technologies
0.24%
▲ 3.37%
1
Buy
Jul 14, 2025
MP Materials
0.33%
▲ 30.07%
1
Buy
Jul 14, 2025
Advanced Micro Devices
0.89%
▲ 10.63%
1
Buy
Jul 14, 2025
Applied Materials
0.59%
▼ 1.71%
4
Buy
Jul 03, 2025
Delta Air Lines
▼ 15.63%
5
Sell
Jul 02, 2025
Oracle
0.69%
▲ 13.87%
1
Buy
Jul 01, 2025
TSMC
0.68%
▲ 8.48%
1
Buy
Jul 01, 2025
Alphabet Class A
0.76%
▲ 3.96%
1
Buy
Jul 01, 2025
Charles Schwab
▲ 9.87%
2
Sell
Jun 30, 2025
MACOM Technology Solutions Holdings
0.57%
▼ 1.15%
1
Buy
Jun 30, 2025
Bitwise Bitcoin ETF Trust
0.72%
▲ 10.84%
1
Buy
Jun 30, 2025
Strategy
1.5%
▲ 14.92%
1
Buy
Jun 30, 2025