Main Portfolio - New Portfolio

Mike Soraya

Main Portfolio
Individual Investor
Ranked #94,741 out of 757,311 TipRanks' Investors
Success Rate
61%
37 out of 61
profitable transactions
Average Return
26.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.43%
6-Month Return▼ 19.25%
12-Month Return▼ 2.62%
YTD Return▼ 23.91%
Total Return▲ 45.22%

Best Trade

Opened at
Closed at-
Gain▲ 385.38%

Bio

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Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.43%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.69%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 16.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.76%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.21%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 9.82%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 2.07%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.43%
▲ 5.05%▲ 3.27%▲ 2.69%
▼ 12.40%▼ 4.03%▼ 16.14%
▲ 11.46%▲ 5.06%▲ 3.30%
▼ 2.25%▲ 3.53%▲ 0.76%
▲ 25.76%▲ 1.21%▲ 2.21%
▼ 4.21%▲ 2.34%▼ 9.82%
▲ 2.65%▼ 0.40%▼ 2.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
0.27%
▼ 1.24%
1
Open
Sep 13, 2024
Pembina Pipeline
12.56%
▲ 99.82%
19
Sell
Apr 09, 2024
Enbridge
12.58%
▲ 18.80%
1
Open
Apr 09, 2024
Intel
8.23%
▼ 53.41%
34
Sell
Nov 02, 2023
Xperi Inc
0.22%
▼ 24.23%
1
Open
Nov 07, 2022
Microsoft
44.39%
▲ 385.38%
6
Sell
Jul 02, 2021
8X8
▼ 5.05%
4
Close
Jul 28, 2020
Adeia
0.76%
▲ 102.01%
2
Sell
Jun 04, 2020
Fidelity Contra Fund
▲ 25.13%
2
Close
Jan 24, 2020
Fidelity Blue Chip Growth Fund
▲ 33.66%
2
Close
Jan 24, 2020
Fidelity Low-Priced Stock Fund
▲ 11.72%
2
Close
Jan 24, 2020
Fidelity Select Health Care
▲ 31.82%
2
Close
Jan 24, 2020
Fidelity Select Technology
▲ 35.22%
2
Close
Jan 24, 2020
John Hancock Fds III Disciplined Value Fund Class A
▲ 11.43%
2
Close
Jan 24, 2020
MFS Series Trust I - MFS Value Fund Class A
▲ 22.70%
2
Close
Jan 24, 2020
Metropolitan West Total Return Bond Fund
▲ 12.47%
2
Close
Jan 24, 2020
PAX SMALL CAP FUND INDIVIDUAL INVESTOR CLASS
▲ 7.09%
2
Close
Jan 24, 2020
Segall Bryant & Hamill Plus Bond Fund Retail Class
▲ 11.89%
2
Close
Jan 24, 2020
Federated Hermes International Small-Mid Company Fund A Shares
1.56%
▲ 43.14%
1
Open
May 04, 2018
Viavi Solutions
1.33%
▼ 16.02%
1
Open
May 04, 2018