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New Portfolio - New Portfolio
pmonteiro@uongroup.com
New PortfolioIndividual Investor
Ranked #71,172 out of 788,370 TipRanks' Investors
Success Rate
49 out of 73
profitable transactions
profitable transactions
Average Return
29.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.79%
6-Month Return▲ 10.02%
12-Month Return▲ 31.39%
YTD Return▲ 1.32%
Total Return▲ 89.62%
Best Trade
Bio
My portofolio stock holding by sector: 57% cyclical, 17% sensitive, 26% defensive
By Regions: 78% USA, 7% Europe developed and 14% Asia emerging
Stock Style: 11% Large Value; 36% Large Core; 46% Larhe growth and 7% Mid-Cap Value
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.99%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 9.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.90%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.34%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.73%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 5.08%
Feb 2025
▲ 8.13%▲ 1.21%▲ 6.99%
▼ 13.14%▲ 2.34%▲ 9.96%
▲ 2.93%▲ 2.10%▲ 3.90%
▲ 9.99%▼ 0.89%▼ 1.55%
▲ 26.03%▲ 5.96%▲ 5.35%
▲ 5.97%▼ 2.41%▲ 0.34%
▲ 5.25%▲ 2.69%▲ 6.73%
▼ 9.08%▲ 1.42%▼ 5.08%
Recent Activity
G1 Therapeutics
―
▲ 41.38%
6
Close
Sep 17, 2024
Lululemon Athletica
5.48%
▲ 21.21%
2
Buy
Sep 02, 2024
PayPal Holdings
3.21%
▼ 32.70%
2
Buy
Sep 02, 2024
Microsoft
14.97%
▲ 132.90%
3
Buy
Sep 02, 2024
Robinhood Markets
―
▼ 21.22%
3
Close
Sep 02, 2024
The Estée Lauder Companies
1.32%
▼ 26.82%
6
Buy
Sep 02, 2024
Amazon
13.24%
▲ 106.42%
5
Buy
Sep 02, 2024
Akamai
2.86%
▼ 26.81%
2
Buy
Sep 02, 2024
Salesforce
8.52%
▲ 78.09%
4
Buy
May 07, 2024
eBay
―
▲ 7.23%
3
Close
Mar 26, 2024
CrowdStrike Holdings
―
▲ 50.16%
4
Close
Feb 23, 2024
Alphabet Class C
4.44%
▲ 58.78%
1
Open
Aug 23, 2022
AbbVie
3.7%
▲ 59.85%
1
Open
Aug 23, 2022
Adobe
2.17%
▼ 21.51%
1
Open
Dec 16, 2021
Coca-Cola
―
▲ 10.28%
4
Close
Nov 22, 2021
Johnson & Johnson
―
▲ 0.07%
2
Close
Nov 22, 2021
Apple
4.5%
▲ 74.45%
1
Open
Sep 21, 2021
Alibaba
―
▲ 11.68%
6
Close
Aug 30, 2021
iShares Global Clean Energy ETF
―
▼ 22.94%
2
Close
Aug 30, 2021
Berkshire Hathaway B
―
▲ 37.27%
3
Close
May 13, 2021