Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #81,040 out of 757,311 TipRanks' Investors
Success Rate
67%
121 out of 182
profitable transactions
Average Return
9.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.14%
6-Month Return▲ 4.28%
12-Month Return▲ 33.07%
YTD Return▲ 16.40%
Total Return▲ 31.71%

Best Trade

Opened at
Closed at-
Gain▲ 115.73%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.51%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.19%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.49%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.04%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.46%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 2.21%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.51%
▲ 5.05%▲ 3.27%▲ 4.19%
▼ 12.40%▼ 4.03%▼ 5.99%
▲ 11.46%▲ 5.06%▲ 0.67%
▼ 2.25%▲ 3.53%▲ 0.49%
▲ 25.76%▲ 1.21%▲ 4.04%
▼ 4.21%▲ 2.34%▲ 2.46%
▲ 2.65%▼ 0.40%▲ 2.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Software
7.67%
▲ 62.45%
4
Buy
May 04, 2024
Brookfield Corporation
1.48%
▲ 29.53%
5
Buy
May 04, 2024
Mastercard
3.04%
▲ 22.13%
4
Buy
May 04, 2024
Microstrategy
4.95%
▲ 24.44%
5
Buy
May 04, 2024
Nestlé SA
2.1%
▼ 4.92%
7
Buy
May 04, 2024
BlackRock
4.8%
▲ 20.63%
5
Buy
May 04, 2024
Starbucks
3.22%
▲ 8.02%
9
Buy
May 04, 2024
Eli Lilly & Co
5.33%
▲ 21.23%
4
Buy
May 04, 2024
Canadian National Railway
1.75%
▼ 7.44%
3
Buy
May 04, 2024
Monster Beverage
1.02%
▼ 13.85%
5
Buy
Apr 22, 2024
Visa
2.54%
▲ 17.63%
4
Buy
Apr 21, 2024
Salesforce
2%
▲ 20.14%
4
Buy
Apr 21, 2024
Sony Group
1.25%
▲ 2.03%
4
Buy
Apr 21, 2024
McDonald's
2.92%
▲ 11.96%
4
Buy
Apr 21, 2024
Restaurant Brands International
0.93%
▲ 0.34%
4
Buy
Apr 21, 2024
SPDR Gold Shares
1.8%
▲ 22.06%
3
Buy
Apr 21, 2024
Intercontinental Exchange
1.03%
▲ 26.96%
4
Buy
Apr 21, 2024
Nasdaq
1.02%
▲ 26.12%
4
Buy
Apr 21, 2024
Walt Disney
1.79%
▼ 23.44%
5
Buy
Apr 21, 2024
Canadian Pacific Kansas City
1.76%
▲ 5.60%
7
Buy
Apr 21, 2024