Idiot Portfolio - New Portfolio

Rohini

Idiot Portfolio
Individual Investor
Ranked #71,473 out of 757,311 TipRanks' Investors
Success Rate
65%
132 out of 202
profitable transactions
Average Return
14.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.89%
6-Month Return▲ 5.34%
12-Month Return▲ 26.62%
YTD Return▲ 13.15%
Total Return▲ 21.52%

Best Trade

Opened at
Closed at-
Gain▲ 387.67%

Bio

When Market was at the top in 2021, I had FOMO- purchased lot of stocks and lost a lot of money. I am trying to recover the money and learning as I am going!

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.53%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.13%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.70%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.56%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.25%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.49%
▲ 5.05%▲ 3.27%▲ 6.73%
▼ 12.40%▼ 4.03%▼ 5.53%
▲ 11.46%▲ 5.06%▲ 2.60%
▼ 2.25%▲ 3.53%▼ 0.13%
▲ 25.76%▲ 1.21%▲ 6.70%
▼ 4.21%▲ 2.34%▲ 0.56%
▲ 2.65%▼ 0.40%▼ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Mid Cap Growth Equity Portfolio Investor Cl A
0%
▼ 18.90%
4
Sell
Sep 08, 2024
Asbury
0%
▲ 21.84%
11
Sell
Sep 08, 2024
SPDR Russell 1000 Yield Focus ETF
0%
▲ 20.75%
5
Sell
Sep 08, 2024
Schwab U.S. Large-Cap ETF
0%
▲ 20.36%
2
Sell
Sep 08, 2024
Simon Property
0%
▲ 58.48%
6
Sell
Sep 08, 2024
W. P. Carey Inc.
0%
▲ 2.99%
2
Sell
Sep 08, 2024
State Street
0%
▲ 13.19%
2
Sell
Sep 08, 2024
Pegasystems
1.49%
▼ 19.86%
5
Buy
Jan 06, 2024
Deere
0%
▲ 21.28%
11
Open
Jan 06, 2024
Schlumberger
0.39%
▲ 22.81%
5
Buy
Jan 06, 2024
Micron
1.65%
▲ 30.47%
8
Buy
Jan 06, 2024
LyondellBasell
1.56%
▲ 19.41%
7
Sell
Jan 06, 2024
Old Republic International
0%
▲ 68.51%
4
Sell
Jan 06, 2024
Cummins
1.71%
▲ 40.29%
3
Buy
Jan 06, 2024
Prudential Financial
0.9%
▲ 32.20%
3
Buy
Jan 06, 2024
Bristol-Myers Squibb
1.81%
▼ 14.31%
2
Buy
Jan 06, 2024
Cisco Systems
1.42%
▲ 5.54%
2
Buy
Jan 06, 2024
American Electric Power
2.06%
▲ 24.16%
2
Buy
Jan 06, 2024
JPMorgan Equity Premium Income ETF
1.09%
▲ 13.91%
2
Sell
Jan 06, 2024
Synchrony Financial
0%
▲ 40.36%
2
Sell
Jan 06, 2024