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Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #59,913 out of 816,760 TipRanks' Investors
Success Rate
69%
127 out of 183
profitable transactions
Average Return
29.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.90%
6-Month Return▲ 10.54%
12-Month Return▲ 27.84%
YTD Return▲ 13.87%
Total Return▲ 61.53%

Best Trade

Opened at
Closed at-
Gain▲ 431.04%

Bio

Performance

27.87%0-27.87%
▼ 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%
▲ 3.43%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 0.01%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.25%
Aug 2025
▲ 1.13%
▲ 0.63%
▲ 0.03%
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%▲ 3.43%
▲ 27.87%▲ 2.30%▲ 0.01%
▲ 4.87%▲ 2.05%▲ 2.25%
▲ 1.13%▲ 0.63%▲ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berry Global Group
▲ 19.34%
3
Close
Apr 29, 2025
Amcor
0.49%
▼ 9.24%
1
Open
Apr 29, 2025
Constellation Software
6.94%
▲ 73.10%
4
Buy
May 04, 2024
Brookfield Corporation
1.64%
▲ 73.42%
5
Buy
May 04, 2024
Mastercard
3.19%
▲ 47.87%
4
Buy
May 04, 2024
Strategy
9.75%
▲ 207.28%
5
Buy
May 04, 2024
Nestlé SA
1.7%
▼ 5.77%
7
Buy
May 04, 2024
BlackRock
4.95%
▲ 47.24%
5
Buy
May 04, 2024
Starbucks
2.51%
▲ 0.27%
9
Buy
May 04, 2024
Eli Lilly & Co
3.76%
▲ 0.28%
4
Buy
May 04, 2024
Canadian National Railway
1.24%
▼ 22.09%
3
Buy
May 04, 2024
Monster Beverage
1.1%
▲ 2.20%
5
Buy
Apr 22, 2024
Visa
2.72%
▲ 44.41%
4
Buy
Apr 21, 2024
Salesforce
1.6%
▲ 16.63%
4
Buy
Apr 21, 2024
Sony Group
1.62%
▲ 58.08%
4
Buy
Apr 21, 2024
McDonald's
2.74%
▲ 24.37%
4
Buy
Apr 21, 2024
Restaurant Brands International
0.7%
▼ 6.75%
4
Buy
Apr 21, 2024
SPDR Gold Shares
2.14%
▲ 69.32%
3
Buy
Apr 21, 2024
Intercontinental Exchange
0.99%
▲ 38.59%
4
Buy
Apr 21, 2024
Nasdaq
1.12%
▲ 64.68%
4
Buy
Apr 21, 2024