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Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #45,208 out of 824,216 TipRanks' Investors
Success Rate
74%
136 out of 183
profitable transactions
Average Return
33.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.76%
6-Month Return▲ 24.82%
12-Month Return▲ 20.54%
YTD Return▲ 17.26%
Total Return▲ 66.42%

Best Trade

Opened at
Closed at-
Gain▲ 380.82%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.17%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.06%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.24%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.45%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.09%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.06%
Sep 2025
▲ 4.43%
▲ 0.77%
▲ 2.01%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.17%
▲ 0.80%▼ 0.87%▲ 0.06%
▲ 11.63%▲ 6.28%▲ 7.24%
▲ 9.25%▲ 5.14%▲ 3.45%
▲ 7.60%▲ 2.30%▼ 0.09%
▲ 2.76%▲ 2.05%▲ 2.25%
▲ 12.88%▲ 3.56%▲ 1.06%
▲ 4.43%▲ 0.77%▲ 2.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berry Global Group
▲ 19.34%
3
Close
Apr 29, 2025
Amcor
0.46%
▼ 10.03%
1
Open
Apr 29, 2025
Constellation Software
5.38%
▲ 37.43%
4
Buy
May 04, 2024
Brookfield Corporation
1.63%
▲ 76.58%
5
Buy
May 04, 2024
Mastercard
2.96%
▲ 40.79%
4
Buy
May 04, 2024
Strategy
8.62%
▲ 178.22%
5
Buy
May 04, 2024
Nestlé SA
1.87%
▲ 5.80%
7
Buy
May 04, 2024
BlackRock
5.06%
▲ 54.77%
5
Buy
May 04, 2024
Starbucks
2.38%
▼ 2.58%
9
Buy
May 04, 2024
Eli Lilly & Co
4%
▲ 9.20%
4
Buy
May 04, 2024
Canadian National Railway
1.19%
▼ 22.69%
3
Buy
May 04, 2024
Monster Beverage
1.18%
▲ 12.83%
5
Buy
Apr 22, 2024
Visa
2.6%
▲ 41.71%
4
Buy
Apr 21, 2024
Salesforce
1.63%
▲ 21.75%
4
Buy
Apr 21, 2024
Sony Group
1.65%
▲ 70.17%
4
Buy
Apr 21, 2024
McDonald's
2.59%
▲ 20.75%
4
Buy
Apr 21, 2024
Restaurant Brands International
0.75%
▲ 2.73%
4
Buy
Apr 21, 2024
SPDR Gold Shares
2.58%
▲ 108.95%
3
Buy
Apr 21, 2024
Intercontinental Exchange
0.86%
▲ 23.66%
4
Buy
Apr 21, 2024
Nasdaq
1.03%
▲ 55.62%
4
Buy
Apr 21, 2024