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All my stocks - New Portfolio

Sean M McCarthy

All my stocks
Individual Investor
Ranked #67,099 out of 816,207 TipRanks' Investors
Success Rate
72%
167 out of 231
profitable transactions
Average Return
18.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.60%
6-Month Return▲ 17.26%
12-Month Return▲ 39.22%
YTD Return▲ 16.93%
Total Return▲ 72.97%

Best Trade

Opened at
Closed at-
Gain▲ 205.87%

Bio

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

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 7.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.52%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.47%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.71%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 4.41%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.66%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 7.81%
▼ 12.86%▼ 1.27%▼ 5.26%
▼ 1.80%▼ 5.57%▼ 8.52%
▲ 1.84%▼ 0.87%▲ 1.41%
▲ 12.20%▲ 6.28%▲ 9.47%
▲ 6.24%▲ 5.14%▲ 5.71%
▲ 27.87%▲ 2.30%▲ 4.41%
▲ 4.87%▲ 2.05%▲ 2.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intel
▼ 10.89%
2
Close
Mar 31, 2025
Snap
1.82%
▼ 18.23%
2
Buy
Mar 28, 2025
Walmart
▲ 14.60%
7
Close
Mar 21, 2025
Nvidia
2.83%
▲ 52.39%
2
Buy
Mar 21, 2025
Target
▲ 19.34%
2
Close
Feb 24, 2025
Uber Technologies
4.62%
▲ 28.41%
2
Buy
Feb 24, 2025
Altria Group
▲ 19.05%
8
Close
Feb 15, 2025
Alphabet Class A
17.54%
▲ 32.23%
26
Sell
Jan 31, 2025
Amazon
11.22%
▲ 12.99%
18
Buy
Jan 08, 2025
Meta Platforms
24.4%
▲ 19.10%
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
4.97%
▲ 131.64%
8
Sell
Oct 10, 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