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Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #77,156 out of 820,354 TipRanks' Investors
Success Rate
68%
124 out of 183
profitable transactions
Average Return
29.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.09%
6-Month Return▲ 13.55%
12-Month Return▲ 17.45%
YTD Return▲ 13.46%
Total Return▲ 60.94%

Best Trade

Opened at
Closed at-
Gain▲ 401.01%

Bio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 1.82%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.17%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.06%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.24%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.45%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.01%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.25%
Aug 2025
▲ 5.04%
▲ 2.88%
▼ 0.36%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.82%
▼ 1.80%▼ 5.57%▼ 4.17%
▲ 1.84%▼ 0.87%▲ 0.06%
▲ 12.20%▲ 6.28%▲ 7.24%
▲ 6.24%▲ 5.14%▲ 3.45%
▲ 27.92%▲ 2.30%▲ 0.01%
▲ 4.87%▲ 2.05%▲ 2.25%
▲ 5.04%▲ 2.88%▼ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berry Global Group
▲ 19.34%
3
Close
Apr 29, 2025
Amcor
0.47%
▼ 11.14%
1
Open
Apr 29, 2025
Constellation Software
5.45%
▲ 36.40%
4
Buy
May 04, 2024
Brookfield Corporation
1.69%
▲ 78.50%
5
Buy
May 04, 2024
Mastercard
3.02%
▲ 40.30%
4
Buy
May 04, 2024
Strategy
9.18%
▲ 189.89%
5
Buy
May 04, 2024
Nestlé SA
1.62%
▼ 10.11%
7
Buy
May 04, 2024
BlackRock
5.15%
▲ 54.29%
5
Buy
May 04, 2024
Starbucks
2.4%
▼ 3.90%
9
Buy
May 04, 2024
Eli Lilly & Co
3.66%
▼ 2.20%
4
Buy
May 04, 2024
Canadian National Railway
1.19%
▼ 24.70%
3
Buy
May 04, 2024
Monster Beverage
1.11%
▲ 3.34%
5
Buy
Apr 22, 2024
Visa
2.6%
▲ 38.81%
4
Buy
Apr 21, 2024
Salesforce
1.59%
▲ 16.55%
4
Buy
Apr 21, 2024
Sony Group
1.72%
▲ 69.10%
4
Buy
Apr 21, 2024
McDonald's
2.63%
▲ 19.76%
4
Buy
Apr 21, 2024
Restaurant Brands International
0.73%
▼ 1.59%
4
Buy
Apr 21, 2024
SPDR Gold Shares
2.27%
▲ 79.71%
3
Buy
Apr 21, 2024
Intercontinental Exchange
0.95%
▲ 33.57%
4
Buy
Apr 21, 2024
Nasdaq
1.04%
▲ 53.26%
4
Buy
Apr 21, 2024