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New Portfolio - New Portfolio
Mike
New PortfolioIndividual Investor
Ranked #202,967 out of 794,584 TipRanks' Investors
Success Rate
55 out of 109
profitable transactions
profitable transactions
Average Return
10.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.88%
6-Month Return▼ 3.79%
12-Month Return▼ 2.42%
YTD Return▲ 1.62%
Total Return▲ 55.71%
Best Trade
Bio
balanced
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 6.16%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.09%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.01%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 7.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.20%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 4.05%
Apr 2025
▲ 2.93%▲ 2.10%▲ 0.85%
▲ 10.00%▼ 0.89%▼ 6.16%
▲ 26.01%▲ 5.96%▲ 7.09%
▲ 5.33%▼ 2.41%▼ 6.01%
▲ 5.87%▲ 2.69%▲ 7.38%
▼ 12.86%▼ 1.27%▼ 1.17%
▼ 1.80%▼ 5.57%▼ 0.20%
▼ 9.96%▼ 9.67%▼ 4.05%
Recent Activity
Leonardo SpA
9.64%
▲ 215.95%
4
Sell
Mar 18, 2025
Nvidia
1.02%
▼ 18.40%
1
Open
Mar 13, 2025
McDonald's
―
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
1.61%
▼ 15.48%
1
Open
Mar 05, 2025
Starbucks
―
▲ 53.11%
4
Close
Mar 03, 2025
Shell
5.81%
▲ 63.41%
3
Open
Feb 20, 2025
Shell (UK)
―
▲ 1.42%
3
Close
Feb 20, 2025
Lockheed Martin
3.13%
▲ 1.28%
3
Buy
Feb 14, 2025
Arise AB
1.56%
▼ 10.10%
3
Buy
Jan 21, 2025
Vonovia
1.91%
▼ 9.03%
1
Open
Jan 03, 2025
Berkshire Hathaway B
7.15%
▲ 11.82%
3
Buy
Dec 25, 2024
UnitedHealth
3.8%
▲ 4.31%
3
Buy
Dec 09, 2024
W. P. Carey Inc.
2.14%
▲ 7.92%
1
Open
Dec 09, 2024
Proact IT Group AB
2.19%
▲ 12.30%
3
Buy
Dec 02, 2024
Global Ship Lease
1.53%
▼ 10.57%
1
Open
Dec 02, 2024
PepsiCo
1.59%
▼ 7.02%
2
Buy
Nov 26, 2024
Carlsberg
2.3%
▲ 26.18%
2
Buy
Nov 26, 2024
Canadian National Railway
1.05%
▼ 7.93%
2
Buy
Nov 21, 2024
Vertex Energy
―
▼ 95.79%
3
Close
Oct 17, 2024
JD.com, Inc. Class A
0%
▲ 23.00%
1
Open
May 07, 2024