New Portfolio Mar 2025 - New Portfolio
Lara Smith
New Portfolio Mar 2025Individual Investor
Ranked #313,059 out of 858,971 TipRanks' Investors
Success Rate
12 out of 18
profitable transactions
profitable transactions
Average Return
23.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.91%
6-Month Return▲ 2.71%
12-Month Return▲ 27.62%
YTD Return▼ 2.24%
Total Return▲ 17.32%
Best Trade
Bio
I invest in deep value stocks for the long term. I have a 5-10 year long-term strategy.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.99%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.78%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.84%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.06%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.25%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.25%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.51%
Apr 2026
▲ 12.88%▲ 3.56%▲ 5.29%
▲ 10.96%▲ 2.38%▲ 3.99%
▼ 3.68%▲ 0.19%▼ 0.78%
▼ 0.10%▲ 0.08%▲ 0.84%
▲ 4.06%▲ 1.47%▲ 2.06%
▼ 1.12%▼ 0.86%▼ 6.25%
▲ 0.60%▼ 4.94%▼ 2.25%
▲ 7.53%▲ 5.50%▲ 4.51%
Recent Activity
Apple
5.56%
▲ 10.43%
1
Open
Mar 05, 2025
Nvidia
5.56%
▲ 61.44%
1
Open
Mar 05, 2025
Microsoft
5.56%
▼ 3.64%
1
Open
Mar 05, 2025
Moody's
5.56%
▼ 8.11%
1
Open
Mar 05, 2025
Coca-Cola
5.56%
▲ 13.02%
1
Open
Mar 05, 2025
Kraft Heinz
5.56%
▼ 22.04%
1
Open
Mar 05, 2025
Intel
5.56%
▲ 213.21%
1
Open
Mar 05, 2025
International Business Machines
5.56%
▼ 3.03%
1
Open
Mar 05, 2025
Alphabet Class C
5.56%
▲ 83.26%
1
Open
Mar 05, 2025
Chevron
5.56%
▲ 32.89%
1
Open
Mar 05, 2025
Salesforce
5.56%
▼ 40.27%
1
Open
Mar 05, 2025
Baidu
5.56%
▲ 21.91%
1
Open
Mar 05, 2025
Bank of America
5.56%
▲ 29.81%
1
Open
Mar 05, 2025
American Express
5.56%
▲ 15.53%
1
Open
Mar 05, 2025
Amazon
5.56%
▲ 15.13%
1
Open
Mar 05, 2025
C3ai
5.56%
▼ 62.59%
1
Open
Mar 05, 2025
Occidental Petroleum
5.56%
▲ 31.01%
1
Open
Mar 05, 2025
US Bancorp
5.56%
▲ 33.45%
1
Open
Mar 05, 2025