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Holdings - New Portfolio
Bonjour
HoldingsIndividual Investor
Ranked #43,858 out of 793,704 TipRanks' Investors
Success Rate
477 out of 697
profitable transactions
profitable transactions
Average Return
22.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.76%
6-Month Return▲ 6.38%
12-Month Return▲ 9.28%
YTD Return▲ 1.92%
Total Return▲ 134.52%
Best Trade
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Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.47%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.98%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.55%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 7.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.88%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 3.76%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.57%
▲ 2.93%▲ 2.10%▲ 1.41%
▲ 10.00%▼ 0.89%▲ 0.47%
▲ 26.01%▲ 5.96%▲ 9.98%
▲ 5.33%▼ 2.41%▼ 5.55%
▲ 5.89%▲ 2.69%▲ 7.93%
▼ 12.86%▼ 1.27%▼ 1.88%
▲ 3.73%▼ 4.27%▼ 3.76%
Recent Activity
Generac Holdings
0%
▼ 12.13%
2
Sell
Mar 27, 2025
Baron Focused Growth Fund Retail Shs
0.78%
▲ 8.55%
10
Buy
Mar 24, 2025
T. Rowe Price All-Cap Opportunities Fund
3.48%
▼ 5.16%
10
Buy
Mar 24, 2025
TSMC
0.39%
▲ 14.72%
7
Buy
Mar 21, 2025
T. Rowe Price Dividend Growth Fund, Inc.
0.01%
▲ 10.97%
21
Sell
Mar 19, 2025
KeyCorp
4.48%
▲ 47.51%
18
Buy
Mar 17, 2025
Fidelity Select Semiconductors Portfolio
0.33%
▲ 8.47%
20
Buy
Mar 17, 2025
US Bancorp
0.84%
▲ 47.26%
7
Sell
Mar 17, 2025
Bristol-Myers Squibb
0%
▲ 20.60%
2
Sell
Mar 10, 2025
ServiceNow
0.65%
▼ 2.54%
5
Buy
Mar 10, 2025
Schlumberger
0.82%
▲ 6.95%
54
Sell
Mar 07, 2025
Fifth Third Bancorp
0.78%
▲ 6.59%
2
Buy
Mar 07, 2025
3M
3.3%
▲ 32.31%
8
Buy
Mar 07, 2025
Amazon
11.78%
▲ 41.07%
35
Buy
Mar 04, 2025
Devon Energy
3.6%
▲ 13.85%
38
Sell
Mar 04, 2025
Pfizer
2.5%
▼ 8.04%
32
Sell
Mar 04, 2025
Nvidia
2.17%
▲ 10.99%
16
Buy
Feb 27, 2025
ASML Holding
0%
▼ 12.93%
3
Sell
Feb 25, 2025
Owens Corning
0%
▼ 7.01%
1
Open
Feb 25, 2025
Invesco S&P 500 Momentum ETF
0.18%
▼ 0.30%
3
Buy
Feb 24, 2025