New Portfolio - New Portfolio
pmonteiro@uongroup.com
New PortfolioIndividual Investor
Ranked #165,184 out of 858,971 TipRanks' Investors
Success Rate
45 out of 73
profitable transactions
profitable transactions
Average Return
30.01%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.29%
6-Month Return▼ 3.89%
12-Month Return▲ 9.71%
YTD Return▼ 10.39%
Total Return▲ 79.00%
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
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.00%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.65%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.85%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 3.26%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.78%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.34%
Apr 2026
▲ 12.88%▲ 3.56%▼ 1.17%
▲ 10.96%▲ 2.38%▲ 4.00%
▼ 3.68%▲ 0.19%▲ 0.80%
▼ 0.10%▲ 0.08%▲ 2.65%
▲ 4.06%▲ 1.47%▼ 1.85%
▼ 1.12%▼ 0.86%▼ 3.26%
▲ 0.60%▼ 4.94%▼ 7.78%
▲ 4.89%▲ 4.48%▲ 2.34%
Recent Activity
G1 Therapeutics
―
▲ 41.38%
6
Close
Sep 17, 2024
Lululemon Athletica
2.36%
▼ 45.11%
2
Buy
Sep 02, 2024
PayPal Holdings
1.93%
▼ 57.11%
2
Buy
Sep 02, 2024
Microsoft
13.38%
▲ 120.48%
3
Buy
Sep 02, 2024
Robinhood
―
▼ 21.22%
3
Close
Sep 02, 2024
The Estée Lauder Companies
1.3%
▼ 25.26%
6
Buy
Sep 02, 2024
Amazon
13.92%
▲ 128.64%
5
Buy
Sep 02, 2024
Akamai
3.36%
▼ 9.44%
2
Buy
Sep 02, 2024
Salesforce
4.51%
▲ 0.25%
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
7.41%
▲ 180.41%
1
Open
Aug 23, 2022
AbbVie
3.59%
▲ 68.80%
1
Open
Aug 23, 2022
Adobe
1.11%
▼ 57.58%
1
Open
Dec 16, 2021
Coca-Cola
―
▲ 10.28%
4
Close
Nov 22, 2021
Johnson & Johnson
―
▲ 0.07%
2
Close
Nov 22, 2021
Apple
4.51%
▲ 84.95%
1
Open
Sep 21, 2021
Alibaba
―
▲ 11.67%
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