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GrowYourDough - High QM - New Portfolio

PerformancePortfolio Details

Phil Hoffer of GYD

GrowYourDough - High QM
Individual Investor
Ranked #471,922 out of 862,843 TipRanks' Investors
Success Rate
48%
12 out of 25
profitable transactions
Average Return
17.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.09%
6-Month Return▲ 29.33%
12-Month Return-
YTD Return▲ 30.66%
Total Return▲ 11.21%

Best Trade

AssetSterling In... (STRL)
Opened at
Closed at-
Gain▲ 135.12%

Bio

Built using a factor based quantative strategy driven by the Stockopedia platform. Blending High Quality & High Momentum stocks that have strong balance sheets driven by increasing earnings estimates. See https://www.youtube.com/@growyourdough825

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 7.59%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.75%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 4.30%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 13.15%
Jan 2026
▼ 1.27%
▼ 0.86%
▲ 10.30%
Feb 2026
▼ 0.14%
▼ 4.94%
▼ 11.02%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 13.95%
Apr 2026
▲ 8.57%
▲ 2.85%
▲ 3.24%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 7.59%
▼ 3.68%▲ 0.19%▼ 3.75%
▼ 0.10%▲ 0.08%▼ 4.30%
▲ 4.06%▲ 1.47%▲ 13.15%
▼ 1.27%▼ 0.86%▲ 10.30%
▼ 0.14%▼ 4.94%▼ 11.02%
▲ 16.06%▲ 10.51%▲ 13.95%
▲ 8.57%▲ 2.85%▲ 3.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HUB
HUB24 Limited
0%
▼ 29.77%
2
Sell
Feb 13, 2026
TER
Teradyne
3.4%
▲ 8.68%
1
Open
Feb 12, 2026
WWD
Woodward
2.92%
▼ 8.21%
1
Open
Feb 12, 2026
OMCL
Omnicell
0%
▼ 12.11%
2
Sell
Feb 06, 2026
EVN
Evolution Mining
3.09%
▼ 14.51%
1
Open
Jan 21, 2026
NEM
Newmont Mining
2.93%
▼ 8.12%
1
Open
Jan 20, 2026
ATYM
Atalaya Mining
2.66%
▼ 13.79%
1
Open
Jan 20, 2026
DY
Dycom
3.64%
▲ 19.45%
1
Open
Jan 20, 2026
FIVE
Five Below
3.34%
▲ 11.72%
1
Open
Jan 20, 2026
LRCX
Lam Research
3.99%
▲ 28.17%
1
Open
Jan 20, 2026
MU
Micron
6.21%
▲ 98.62%
1
Open
Jan 20, 2026
SCCO
Southern Copper
3.04%
▼ 2.34%
1
Open
Jan 20, 2026
WLDN
Willdan Group
2.15%
▼ 29.59%
1
Open
Jan 20, 2026
AEIS
Advanced Energy
3.96%
▲ 28.93%
1
Open
Jan 20, 2026
AEM
Agnico Eagle
0%
▼ 2.40%
2
Sell
Jan 19, 2026
AGX
Argan
0%
▲ 90.17%
2
Sell
Dec 05, 2025
VH2
Friedrich Vorwerk Group SE
0%
▼ 34.80%
2
Sell
Dec 01, 2025
B
Barrick Mining
3.37%
▲ 11.07%
1
Open
Nov 14, 2025
ANET
Arista Networks
0%
▼ 9.46%
2
Sell
Nov 12, 2025
FIX
Comfort Systems
6.16%
▲ 97.48%
1
Open
Oct 29, 2025