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New Portfolio Mar 2025 - New Portfolio
Lara Smith
New Portfolio Mar 2025Individual Investor
Ranked #292,637 out of 809,087 TipRanks' Investors
Success Rate
13 out of 18
profitable transactions
profitable transactions
Average Return
7.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.46%
6-Month Return-
12-Month Return-
YTD Return▲ 8.37%
Total Return▲ 8.37%
Best Trade
Bio
I invest in deep value stocks for the long term. I have a 5-10 year long-term strategy.
Performance
21.44%0-21.44%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 3.60%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.81%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 21.44%
▲ 1.57%
▲ 2.88%
Jul 2025
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%▼ 1.95%
▲ 1.84%▼ 0.87%▼ 3.60%
▲ 12.20%▲ 6.28%▲ 5.81%
▲ 6.24%▲ 5.14%▲ 5.32%
▲ 21.44%▲ 1.57%▲ 2.88%
Recent Activity
Apple
5.56%
▼ 10.30%
1
Open
Mar 05, 2025
Nvidia
5.56%
▲ 47.01%
1
Open
Mar 05, 2025
Microsoft
5.56%
▲ 27.42%
1
Open
Mar 05, 2025
Moody's
5.56%
▲ 3.88%
1
Open
Mar 05, 2025
Coca-Cola
5.56%
▲ 1.12%
1
Open
Mar 05, 2025
Kraft Heinz
5.56%
▼ 7.70%
1
Open
Mar 05, 2025
Intel
5.56%
▲ 11.00%
1
Open
Mar 05, 2025
International Business Machines
5.56%
▲ 14.49%
1
Open
Mar 05, 2025
Alphabet Class C
5.56%
▲ 6.51%
1
Open
Mar 05, 2025
Chevron
5.56%
▲ 0.70%
1
Open
Mar 05, 2025
Salesforce
5.56%
▼ 9.85%
1
Open
Mar 05, 2025
Baidu
5.56%
▼ 4.43%
1
Open
Mar 05, 2025
Bank of America
5.56%
▲ 13.27%
1
Open
Mar 05, 2025
American Express
5.56%
▲ 9.00%
1
Open
Mar 05, 2025
Amazon
5.56%
▲ 8.53%
1
Open
Mar 05, 2025
C3ai
5.56%
▲ 26.81%
1
Open
Mar 05, 2025
Occidental Petroleum
5.56%
▼ 3.12%
1
Open
Mar 05, 2025
US Bancorp
5.56%
▲ 4.65%
1
Open
Mar 05, 2025