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Living Trust - New Portfolio

Craig Cooper

Living Trust
Individual Investor
Ranked #330,469 out of 818,989 TipRanks' Investors
Success Rate
55%
106 out of 194
profitable transactions
Average Return
11.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.19%
6-Month Return▲ 17.82%
12-Month Return▲ 21.19%
YTD Return▲ 17.22%
Total Return▲ 50.07%

Best Trade

Opened at
Closed at
Gain▲ 948.27%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.09%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.07%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.40%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.63%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.24%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 4.75%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.27%
▼ 1.80%▼ 5.57%▼ 7.26%
▲ 1.84%▼ 0.87%▼ 1.09%
▲ 12.20%▲ 6.28%▲ 8.07%
▲ 6.24%▲ 5.14%▲ 4.40%
▲ 27.91%▲ 2.30%▲ 3.63%
▲ 4.87%▲ 2.05%▲ 0.24%
▲ 9.23%▲ 2.67%▲ 4.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Main Street Capital
2.95%
▲ 8.25%
22
Buy
Sep 16, 2025
Advanced Micro Devices
1.81%
▲ 3.50%
2
Buy
Sep 16, 2025
Iris Energy
0.62%
▼ 5.22%
1
Buy
Sep 16, 2025
Applied Digital Corporation
1.14%
▲ 6.41%
1
Buy
Sep 15, 2025
Applied Materials
▼ 6.92%
5
Close
Sep 08, 2025
Roper Technologies
▼ 9.74%
2
Sell
Sep 08, 2025
ServiceNow
▼ 3.88%
4
Sell
Sep 08, 2025
Aecom Technology
1.18%
▲ 5.11%
2
Buy
Sep 08, 2025
Jones Lang Lasalle
0.64%
▲ 2.19%
1
Buy
Sep 08, 2025
Qualcomm
▼ 12.09%
7
Close
Aug 25, 2025
Boston Scientific
0.56%
▼ 7.05%
1
Buy
Aug 25, 2025
Cardiol Therapeutics
0.32%
▼ 15.91%
1
Buy
Aug 19, 2025
OneMain Holdings
1.9%
▲ 5.18%
5
Buy
Aug 14, 2025
Cognizant
▼ 10.33%
2
Sell
Aug 13, 2025
Teledyne Technologies
0.48%
▲ 2.57%
1
Buy
Aug 13, 2025
Blackstone Group
0.59%
▲ 7.21%
1
Buy
Aug 13, 2025
Nvidia
3.02%
▲ 39.70%
3
Sell
Aug 07, 2025
Costco
▲ 60.77%
7
Close
Jul 30, 2025
DeFi Technologies
0.39%
▼ 14.47%
1
Buy
Jul 23, 2025
Walmart
0.59%
▲ 69.50%
4
Sell
Jul 22, 2025