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New Portfolio Mar 2025 - New Portfolio
Lara Smith
New Portfolio Mar 2025Individual Investor
Ranked #329,206 out of 805,675 TipRanks' Investors
Success Rate
12 out of 18
profitable transactions
profitable transactions
Average Return
4.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.07%
6-Month Return-
12-Month Return-
YTD Return▲ 5.17%
Total Return▲ 5.17%
Best Trade
Bio
I invest in deep value stocks for the long term. I have a 5-10 year long-term strategy.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.95%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.49%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.81%
May 2025
▲ 3.28%
▲ 4.64%
▲ 5.04%
Jun 2025
▲ 25.97%▲ 5.96%―
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%▼ 1.95%
▲ 1.83%▼ 0.87%▼ 3.49%
▲ 12.21%▲ 6.28%▲ 5.81%
▲ 3.28%▲ 4.64%▲ 5.04%
Recent Activity
Apple
5.56%
▼ 14.59%
1
Open
Mar 05, 2025
Nvidia
5.56%
▲ 34.51%
1
Open
Mar 05, 2025
Microsoft
5.56%
▲ 23.90%
1
Open
Mar 05, 2025
Moody's
5.56%
▲ 1.41%
1
Open
Mar 05, 2025
Coca-Cola
5.56%
▲ 1.82%
1
Open
Mar 05, 2025
Kraft Heinz
5.56%
▼ 15.03%
1
Open
Mar 05, 2025
Intel
5.56%
▲ 9.03%
1
Open
Mar 05, 2025
International Business Machines
5.56%
▲ 16.02%
1
Open
Mar 05, 2025
Alphabet Class C
5.56%
▲ 2.11%
1
Open
Mar 05, 2025
Chevron
5.56%
▼ 3.49%
1
Open
Mar 05, 2025
Salesforce
5.56%
▼ 6.06%
1
Open
Mar 05, 2025
Baidu
5.56%
▼ 6.26%
1
Open
Mar 05, 2025
Bank of America
5.56%
▲ 12.79%
1
Open
Mar 05, 2025
American Express
5.56%
▲ 11.99%
1
Open
Mar 05, 2025
Amazon
5.56%
▲ 7.17%
1
Open
Mar 05, 2025
C3ai
5.56%
▲ 7.07%
1
Open
Mar 05, 2025
Occidental Petroleum
5.56%
▼ 5.39%
1
Open
Mar 05, 2025
US Bancorp
5.56%
▲ 3.67%
1
Open
Mar 05, 2025