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Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #51,154 out of 859,217 TipRanks' Investors
Success Rate
75%
138 out of 183
profitable transactions
Average Return
29.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.18%
6-Month Return▼ 2.06%
12-Month Return▲ 18.21%
YTD Return▼ 3.89%
Total Return▲ 60.76%

Best Trade

Opened at
Closed at-
Gain▲ 373.93%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.42%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.90%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.24%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.91%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.17%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.35%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 4.72%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.06%
▲ 10.96%▲ 2.38%▲ 0.42%
▼ 3.68%▲ 0.19%▲ 0.90%
▼ 0.10%▲ 0.08%▲ 1.24%
▲ 4.06%▲ 1.47%▼ 0.91%
▼ 1.12%▼ 0.86%▲ 2.17%
▲ 0.60%▼ 4.94%▼ 9.35%
▲ 10.48%▲ 6.78%▲ 4.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berry Global Group
▲ 19.34%
3
Close
Apr 29, 2025
Amcor
0.5%
▼ 6.88%
1
Open
Apr 29, 2025
Constellation Software
4.01%
▼ 4.28%
4
Buy
May 04, 2024
Brookfield Corporation
1.76%
▲ 78.82%
5
Buy
May 04, 2024
Mastercard
2.87%
▲ 27.98%
4
Buy
May 04, 2024
Strategy
4.28%
▲ 28.89%
5
Buy
May 04, 2024
Nestlé SA
1.9%
▲ 0.34%
7
Buy
May 04, 2024
BlackRock
4.92%
▲ 42.17%
5
Buy
May 04, 2024
Starbucks
2.97%
▲ 15.04%
9
Buy
May 04, 2024
Eli Lilly & Co
4.88%
▲ 24.92%
4
Buy
May 04, 2024
Canadian National Railway
1.5%
▼ 8.06%
3
Buy
May 04, 2024
Monster Beverage
1.35%
▲ 19.11%
5
Buy
Apr 22, 2024
Visa
2.52%
▲ 28.63%
4
Buy
Apr 21, 2024
Salesforce
1.17%
▼ 17.64%
4
Buy
Apr 21, 2024
Sony Group
1.27%
▲ 22.14%
4
Buy
Apr 21, 2024
McDonald's
2.74%
▲ 20.35%
4
Buy
Apr 21, 2024
Restaurant Brands International
0.93%
▲ 21.24%
4
Buy
Apr 21, 2024
SPDR Gold Shares
3.05%
▲ 130.68%
3
Buy
Apr 21, 2024
Intercontinental Exchange
0.96%
▲ 29.84%
4
Buy
Apr 21, 2024
Nasdaq
1.08%
▲ 52.79%
4
Buy
Apr 21, 2024