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Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #35,403 out of 804,567 TipRanks' Investors
Success Rate
73%
133 out of 183
profitable transactions
Average Return
25.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.07%
6-Month Return▲ 6.87%
12-Month Return▲ 26.70%
YTD Return▲ 7.98%
Total Return▲ 53.28%

Best Trade

Opened at
Closed at-
Gain▲ 499.31%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.31%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.29%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.82%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.17%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.04%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.24%
May 2025
▲ 0.15%
▲ 1.13%
▲ 0.33%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.31%
▲ 5.10%▼ 2.41%▼ 3.29%
▲ 6.03%▲ 2.69%▲ 6.64%
▼ 12.86%▼ 1.27%▼ 1.82%
▼ 1.80%▼ 5.57%▼ 4.17%
▲ 1.83%▼ 0.87%▲ 0.04%
▲ 12.21%▲ 6.28%▲ 7.24%
▲ 0.15%▲ 1.13%▲ 0.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berry Global Group
▲ 19.34%
3
Close
Apr 29, 2025
Amcor
0.54%
▼ 2.50%
1
Open
Apr 29, 2025
Constellation Software
7.5%
▲ 81.68%
4
Buy
May 04, 2024
Brookfield Corporation
1.5%
▲ 53.49%
5
Buy
May 04, 2024
Mastercard
2.94%
▲ 32.14%
4
Buy
May 04, 2024
Strategy
11.34%
▲ 246.77%
5
Buy
May 04, 2024
Nestlé SA
1.86%
▼ 0.31%
7
Buy
May 04, 2024
BlackRock
4.48%
▲ 29.40%
5
Buy
May 04, 2024
Starbucks
2.77%
▲ 6.61%
9
Buy
May 04, 2024
Eli Lilly & Co
3.98%
▲ 2.73%
4
Buy
May 04, 2024
Canadian National Railway
1.34%
▼ 17.98%
3
Buy
May 04, 2024
Monster Beverage
1.13%
▲ 2.91%
5
Buy
Apr 22, 2024
Visa
2.7%
▲ 39.06%
4
Buy
Apr 21, 2024
Salesforce
1.76%
▲ 24.57%
4
Buy
Apr 21, 2024
Sony Group
1.48%
▲ 40.54%
4
Buy
Apr 21, 2024
McDonald's
2.56%
▲ 12.14%
4
Buy
Apr 21, 2024
Restaurant Brands International
0.77%
▼ 1.72%
4
Buy
Apr 21, 2024
SPDR Gold Shares
2.09%
▲ 60.74%
3
Buy
Apr 21, 2024
Intercontinental Exchange
1.04%
▲ 41.69%
4
Buy
Apr 21, 2024
Nasdaq
1.06%
▲ 50.36%
4
Buy
Apr 21, 2024