Portfolio 2020 - New Portfolio
Sumarth
Portfolio 2020Individual Investor
Ranked #106,386 out of 858,800 TipRanks' Investors
Success Rate
51 out of 77
profitable transactions
profitable transactions
Average Return
33.90%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.26%
6-Month Return▲ 0.40%
12-Month Return▲ 36.24%
YTD Return▼ 3.42%
Total Return▲ 83.37%
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
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.25%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.87%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.94%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.30%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.53%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 4.78%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.62%
▲ 10.96%▲ 2.38%▲ 4.25%
▼ 3.68%▲ 0.19%▼ 0.99%
▼ 0.10%▲ 0.08%▼ 0.87%
▲ 4.06%▲ 1.47%▲ 0.94%
▼ 1.12%▼ 0.86%▼ 2.30%
▲ 0.60%▼ 4.94%▼ 6.53%
▲ 4.98%▲ 4.55%▲ 4.78%
Recent Activity
Green Brick Partners
5.24%
▲ 97.73%
2
Buy
Jun 20, 2024
Nucor
0%
▲ 64.82%
2
Sell
Jun 20, 2024
Vanguard Russell 1000 Growth ETF
12.14%
▲ 101.99%
4
Buy
Jun 20, 2024
Genesco
0%
▼ 50.44%
2
Sell
Jun 20, 2024
Adobe
0%
▼ 64.99%
2
Sell
Jun 20, 2024
Moderna
0%
▼ 87.11%
2
Sell
Jun 20, 2024
Advanced Micro Devices
0%
▲ 118.50%
2
Sell
Jun 20, 2024
Sherwin-Williams Company
1.02%
▲ 15.48%
2
Sell
Jun 20, 2024
Microsoft
11.29%
▲ 74.55%
5
Buy
Jun 20, 2024
Direxion Daily Technology Bull 3x Shares
11.1%
▲ 61.09%
5
Buy
Jun 20, 2024
Lam Research
7.83%
▲ 147.85%
1
Open
Jun 20, 2024
Regeneron
2.32%
▼ 25.98%
1
Open
Jun 20, 2024
Kornit Digital
0.22%
▼ 87.87%
1
Open
Aug 26, 2021
Nvidia
13.91%
▲ 729.84%
1
Open
Aug 25, 2021
Align Tech
0.26%
▼ 75.65%
1
Open
Aug 25, 2021
Blackstone Group
1.77%
▲ 14.25%
1
Open
Aug 25, 2021
Costco
4.68%
▲ 140.61%
1
Open
Aug 25, 2021
Idexx Laboratories
2.65%
▼ 13.43%
1
Open
Aug 16, 2021
iShares U.S. Medical Devices ETF
4.88%
▲ 9.13%
4
Buy
Aug 12, 2021
CDW
2.88%
▼ 7.84%
3
Buy
Jul 21, 2021