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New Portfolio - New Portfolio
Wilberforce
New PortfolioIndividual Investor
Ranked #372,628 out of 769,291 TipRanks' Investors
Success Rate
121 out of 251
profitable transactions
profitable transactions
Average Return
6.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.58%
6-Month Return▲ 7.35%
12-Month Return▲ 21.04%
YTD Return▲ 17.62%
Total Return▲ 48.81%
Best Trade
Bio
Wilberforce Long Term (Medium Risk)
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.07%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.46%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.16%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.63%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.86%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.20%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.63%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 0.48%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.07%
▲ 11.46%▲ 5.06%▲ 3.46%
▼ 2.25%▲ 3.53%▲ 2.16%
▲ 25.72%▲ 1.21%▲ 2.63%
▼ 4.22%▲ 2.34%▲ 2.86%
▲ 7.82%▲ 2.10%▲ 1.20%
▲ 5.70%▼ 0.89%▼ 2.63%
▲ 37.60%▲ 4.40%▲ 0.48%
Recent Activity
TotalEnergies
―
▲ 23.62%
3
Close
Oct 31, 2024
Adobe
―
▲ 52.97%
3
Close
Oct 24, 2024
Toyota Motor
―
▲ 0.93%
4
Close
Oct 24, 2024
Alibaba
4.6%
▼ 6.72%
6
Buy
Sep 23, 2024
Zoetis
―
▲ 5.27%
6
Close
Sep 23, 2024
Pfizer
4.36%
▼ 11.53%
2
Buy
Sep 23, 2024
Colgate-Palmolive
4.5%
▼ 8.31%
1
Open
Sep 23, 2024
Baidu
―
▼ 33.53%
2
Close
Jun 18, 2024
Apple
6.36%
▲ 68.96%
6
Buy
Mar 11, 2024
Berkshire Hathaway B
11.3%
▲ 91.81%
7
Buy
Nov 02, 2023
ASML Holding
2.66%
▲ 4.73%
3
Sell
Sep 08, 2023
Microsoft
4.95%
▲ 145.04%
6
Buy
Aug 31, 2023
Amazon
6.23%
▲ 54.47%
4
Buy
Aug 31, 2023
L3Harris Technologies
―
▼ 17.34%
6
Close
Aug 29, 2023
Thermo Fisher
―
▲ 0.63%
2
Close
Aug 10, 2023
Walt Disney
―
▼ 25.26%
6
Close
Jul 25, 2023
Invesco Solar ETF
―
▲ 0.72%
2
Close
May 22, 2023
National Storage Affiliates
―
▲ 22.54%
3
Close
Mar 17, 2023
Kroger Company
―
▼ 2.75%
4
Close
Feb 21, 2023
T Mobile US
5.65%
▲ 65.11%
2
Buy
Feb 21, 2023