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Portfolio 2020 - New Portfolio
Sumarth
Portfolio 2020Individual Investor
Ranked #60,196 out of 766,394 TipRanks' Investors
Success Rate
53 out of 77
profitable transactions
profitable transactions
Average Return
28.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.57%
6-Month Return▲ 12.29%
12-Month Return▲ 35.12%
YTD Return▲ 15.36%
Total Return▲ 69.61%
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
25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 5.87%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 8.06%
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%
▲ 6.02%▼ 0.89%▼ 5.87%
▲ 22.71%▲ 5.30%▲ 8.06%
Recent Activity
Green Brick Partners
5.71%
▲ 106.41%
2
Buy
Jun 20, 2024
Nucor
0%
▲ 39.05%
2
Sell
Jun 20, 2024
Vanguard Russell 1000 Growth ETF
11.87%
▲ 79.48%
4
Buy
Jun 20, 2024
Genesco
0%
▼ 51.95%
2
Sell
Jun 20, 2024
Adobe
0%
▼ 23.19%
2
Sell
Jun 20, 2024
Moderna
0%
▼ 89.26%
2
Sell
Jun 20, 2024
Advanced Micro Devices
0%
▲ 36.06%
2
Sell
Jun 20, 2024
Sherwin-Williams Company
1.27%
▲ 32.17%
2
Sell
Jun 20, 2024
Microsoft
13.98%
▲ 93.76%
5
Buy
Jun 20, 2024
Direxion Daily Technology Bull 3x Shares
11.26%
▲ 43.34%
5
Buy
Jun 20, 2024
Lam Research
2.5%
▼ 28.01%
1
Open
Jun 20, 2024
Regeneron
2.71%
▼ 20.94%
1
Open
Jun 20, 2024
Kornit Digital
0.48%
▼ 75.57%
1
Open
Aug 26, 2021
Nvidia
12.25%
▲ 555.18%
1
Open
Aug 25, 2021
Align Tech
0.36%
▼ 68.58%
1
Open
Aug 25, 2021
Blackstone Group
2.99%
▲ 71.65%
1
Open
Aug 25, 2021
Costco
4.62%
▲ 116.07%
1
Open
Aug 25, 2021
Idexx Laboratories
2.11%
▼ 35.26%
1
Open
Aug 16, 2021
iShares U.S. Medical Devices ETF
5.99%
▲ 21.82%
4
Buy
Aug 12, 2021
CDW
4.76%
▲ 40.48%
3
Buy
Jul 21, 2021