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New Portfolio - New Portfolio
pmonteiro@uongroup.com
New PortfolioIndividual Investor
Ranked #61,760 out of 781,066 TipRanks' Investors
Success Rate
50 out of 73
profitable transactions
profitable transactions
Average Return
29.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.78%
6-Month Return▲ 23.18%
12-Month Return▲ 36.15%
YTD Return▲ 1.55%
Total Return▲ 89.37%
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
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.39%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.99%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 9.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.90%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.02%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.55%
Jan 2025
▲ 9.79%▲ 3.53%▼ 1.39%
▲ 8.13%▲ 1.21%▲ 6.99%
▼ 13.14%▲ 2.34%▲ 9.96%
▲ 2.93%▲ 2.10%▲ 3.90%
▲ 10.00%▼ 0.89%▼ 1.55%
▲ 26.04%▲ 5.96%▲ 5.35%
▲ 5.93%▼ 2.41%▼ 0.02%
▲ 9.79%▲ 0.95%▲ 1.55%
Recent Activity
G1 Therapeutics
―
▲ 41.38%
6
Close
Sep 17, 2024
Lululemon Athletica
5.69%
▲ 26.19%
2
Buy
Sep 02, 2024
PayPal Holdings
3.91%
▼ 17.56%
2
Buy
Sep 02, 2024
Microsoft
15.67%
▲ 144.29%
3
Buy
Sep 02, 2024
Robinhood Markets
―
▼ 21.22%
3
Close
Sep 02, 2024
The Estée Lauder Companies
1.42%
▼ 24.63%
6
Buy
Sep 02, 2024
Amazon
13.75%
▲ 115.34%
5
Buy
Sep 02, 2024
Akamai
3.38%
▼ 13.19%
2
Buy
Sep 02, 2024
Salesforce
8.89%
▲ 86.58%
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
4.81%
▲ 72.75%
1
Open
Aug 23, 2022
AbbVie
3.13%
▲ 35.71%
1
Open
Aug 23, 2022
Adobe
2.09%
▼ 24.04%
1
Open
Dec 16, 2021
Coca-Cola
―
▲ 10.28%
4
Close
Nov 22, 2021
Johnson & Johnson
―
▲ 0.07%
2
Close
Nov 22, 2021
Apple
4.2%
▲ 63.21%
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