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Portfolio 2020 - New Portfolio
Sumarth
Portfolio 2020Individual Investor
Ranked #61,586 out of 769,291 TipRanks' Investors
Success Rate
53 out of 77
profitable transactions
profitable transactions
Average Return
27.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.22%
6-Month Return▲ 6.75%
12-Month Return▲ 23.32%
YTD Return▲ 12.16%
Total Return▲ 64.90%
Best Trade
Bio
As a qualified accountant CPA, Chartered Accountant I use a mixed approach on balancing the fundamentals and technicals and shared as a conservative mix of US stocks and ETFs. Building an balanced exposure India, Australia. Good luck all.
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 8.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.27%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.87%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.06%
Nov 2024
▼ 12.40%▼ 4.03%▼ 8.21%
▲ 11.46%▲ 5.06%▲ 3.98%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.72%▲ 1.21%▲ 1.27%
▼ 4.22%▲ 2.34%▲ 1.68%
▲ 7.82%▲ 2.10%▲ 2.58%
▲ 5.70%▼ 0.89%▼ 5.87%
▲ 37.60%▲ 4.40%▲ 5.06%
Recent Activity
Green Brick Partners
5.91%
▲ 96.10%
2
Buy
Jun 20, 2024
Nucor
0%
▲ 31.12%
2
Sell
Jun 20, 2024
Vanguard Russell 1000 Growth ETF
11.89%
▲ 77.19%
4
Buy
Jun 20, 2024
Genesco
0%
▼ 54.55%
2
Sell
Jun 20, 2024
Adobe
0%
▼ 23.20%
2
Sell
Jun 20, 2024
Moderna
0%
▼ 90.39%
2
Sell
Jun 20, 2024
Advanced Micro Devices
0%
▲ 26.95%
2
Sell
Jun 20, 2024
Sherwin-Williams Company
1.3%
▲ 30.40%
2
Sell
Jun 20, 2024
Microsoft
13.96%
▲ 91.76%
5
Buy
Jun 20, 2024
Direxion Daily Technology Bull 3x Shares
10.97%
▲ 39.22%
5
Buy
Jun 20, 2024
Lam Research
2.43%
▼ 30.88%
1
Open
Jun 20, 2024
Regeneron
2.47%
▼ 28.71%
1
Open
Jun 20, 2024
Kornit Digital
0.47%
▼ 76.28%
1
Open
Aug 26, 2021
Nvidia
11.88%
▲ 561.54%
1
Open
Aug 25, 2021
Align Tech
0.38%
▼ 68.17%
1
Open
Aug 25, 2021
Blackstone Group
3.33%
▲ 81.82%
1
Open
Aug 25, 2021
Costco
4.84%
▲ 121.35%
1
Open
Aug 25, 2021
Idexx Laboratories
2.1%
▼ 38.04%
1
Open
Aug 16, 2021
iShares U.S. Medical Devices ETF
6.06%
▲ 21.78%
4
Buy
Aug 12, 2021
CDW
4.49%
▲ 26.53%
3
Buy
Jul 21, 2021