All my stocks - New Portfolio

Sean M McCarthy

All my stocks
Individual Investor
Ranked #55,258 out of 766,001 TipRanks' Investors
Success Rate
72%
159 out of 222
profitable transactions
Average Return
15.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.77%
6-Month Return▲ 20.93%
12-Month Return▲ 52.20%
YTD Return▲ 32.61%
Total Return▲ 45.15%

Best Trade

Opened at
Closed at
Gain▲ 145.50%

Bio

Passive income Portfolio with a mix of Growth, Value, Dividend and ETF's stocks.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.55%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.77%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.39%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.49%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 3.26%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 7.87%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.11%
▲ 11.46%▲ 5.06%▲ 3.55%
▼ 2.25%▲ 3.53%▲ 1.77%
▲ 25.72%▲ 1.21%▲ 2.44%
▼ 4.22%▲ 2.34%▲ 0.39%
▲ 7.82%▲ 2.10%▲ 3.49%
▲ 6.02%▼ 0.89%▲ 3.26%
▲ 5.59%▲ 5.20%▲ 7.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
25.01%
▲ 14.02%
12
Buy
Nov 01, 2024
ARK Innovation ETF
▼ 14.19%
2
Close
Nov 01, 2024
OShares U.S. Quality Dividend ETF
▲ 10.34%
4
Close
Nov 01, 2024
JPMorgan Chase & Co.
5.03%
▲ 95.03%
8
Sell
Oct 10, 2024
Alphabet Class A
22.71%
▲ 19.21%
25
Sell
Oct 09, 2024
AbbVie
▲ 74.51%
5
Close
Oct 05, 2024
Wendy's
▼ 1.48%
7
Close
Oct 04, 2024
Verizon
▲ 4.97%
9
Close
Oct 04, 2024
Mondelez International
▲ 5.78%
4
Close
Oct 04, 2024
Citigroup
▲ 8.84%
5
Close
Oct 04, 2024
Global X Cybersecurity ETF
▲ 20.93%
2
Close
Oct 04, 2024
Yum! Brands
▲ 14.39%
2
Close
Oct 04, 2024
Visa
▲ 12.80%
2
Close
Oct 04, 2024
JM Smucker
▼ 3.83%
2
Close
Oct 04, 2024
Fidelity Nasdaq Composite Index ETF
▲ 13.56%
2
Close
Oct 04, 2024
Medical Properties
▲ 11.48%
4
Close
Sep 12, 2024
Bristol-Myers Squibb
▼ 10.92%
2
Close
Sep 12, 2024
Microstrategy
5.74%
▲ 136.59%
1
Open
Sep 06, 2024
Paylocity
4.48%
▲ 34.92%
3
Open
Jun 05, 2024
Dutch Bros Inc
6.01%
▲ 57.40%
2
Buy
May 04, 2024