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Mock 20 - New Portfolio

KH

Mock 20
Individual Investor
Ranked #320,227 out of 793,549 TipRanks' Investors
Success Rate
60%
12 out of 20
profitable transactions
Average Return
2.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.13%
6-Month Return-
12-Month Return-
YTD Return▼ 2.15%
Total Return▲ 4.61%

Best Trade

Opened at
Closed at-
Gain▲ 25.62%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.41%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.30%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 0.98%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.42%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.25%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 4.13%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 0.41%
▲ 26.01%▲ 5.96%▲ 6.30%
▲ 5.34%▼ 2.41%▲ 0.98%
▲ 5.88%▲ 2.69%▲ 4.42%
▼ 12.86%▼ 1.27%▼ 2.25%
▲ 5.30%▼ 4.02%▼ 4.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
15.03%
▼ 1.66%
1
Open
Oct 08, 2024
UnitedHealth
2.14%
▼ 10.17%
1
Open
Oct 08, 2024
Tesla
3.9%
▲ 11.27%
1
Open
Oct 08, 2024
Procter & Gamble
2%
▲ 0.25%
1
Open
Oct 08, 2024
Nvidia
12.5%
▼ 14.38%
1
Open
Oct 08, 2024
Microsoft
13.04%
▼ 5.59%
1
Open
Oct 08, 2024
Meta Platforms
5.66%
▲ 3.23%
1
Open
Oct 08, 2024
Mastercard
2.07%
▲ 10.77%
1
Open
Oct 08, 2024
Eli Lilly & Co
3.05%
▼ 9.21%
1
Open
Oct 08, 2024
JPMorgan Chase
4.39%
▲ 19.73%
1
Open
Oct 08, 2024
Johnson & Johnson
1.91%
▲ 2.90%
1
Open
Oct 08, 2024
Home Depot
1.97%
▼ 11.55%
1
Open
Oct 08, 2024
Alphabet Class A
4.25%
▲ 0.65%
1
Open
Oct 08, 2024
Alphabet Class C
3.55%
▲ 1.10%
1
Open
Oct 08, 2024
Costco
3.27%
▲ 4.67%
1
Open
Oct 08, 2024
Berkshire Hathaway B
4.78%
▲ 17.50%
1
Open
Oct 08, 2024
Broadcom
3.39%
▼ 0.24%
1
Open
Oct 08, 2024
Amazon
8.25%
▲ 10.08%
1
Open
Oct 08, 2024
Visa
2.59%
▲ 25.62%
1
Open
Oct 08, 2024
Exxon Mobil
2.26%
▼ 1.42%
1
Open
Oct 08, 2024