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RR Forrester Holdings - New Portfolio

DEUSA

RR Forrester Holdings
Individual Investor
Ranked #296,653 out of 781,066 TipRanks' Investors
Success Rate
55%
175 out of 319
profitable transactions
Average Return
5.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.32%
6-Month Return▼ 22.13%
12-Month Return▼ 18.20%
YTD Return▲ 4.93%
Total Return▼ 26.10%

Best Trade

Opened at
Closed at
Gain▲ 372.49%

Bio

Investing philosophy buy diverse groups, favoring technology, test portfolio monthly. when accessing to hold or Sell put it to the test of a new stock if it fails sell. Options Calls or Puts Min 3 Months. . Maintain unemotional discipline

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 10.74%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.83%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.66%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 0.68%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 11.16%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.93%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 10.74%
▲ 8.13%▲ 1.21%▼ 2.83%
▼ 13.14%▲ 2.34%▼ 3.39%
▲ 2.93%▲ 2.10%▼ 1.40%
▲ 10.00%▼ 0.89%▼ 5.66%
▲ 26.04%▲ 5.96%▼ 0.68%
▲ 5.93%▼ 2.41%▼ 11.16%
▲ 11.17%▲ 1.96%▲ 4.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
▲ 3.05%
11
Close
Jan 16, 2025
iShares 20+ Year Treasury Bond ETF
7.86%
▲ 2.23%
1
Open
Jan 14, 2025
Walgreens Boots Alliance
▲ 1.19%
2
Close
Jan 13, 2025
Marvell
2.25%
▲ 16.20%
11
Sell
Jan 07, 2025
Freeport-McMoRan
18.13%
▲ 30.52%
50
Buy
Dec 31, 2024
Advanced Micro Devices
10.95%
▼ 9.13%
4
Buy
Dec 31, 2024
Industrial Select Sector SPDR Fund
▼ 3.47%
5
Close
Dec 19, 2024
Invesco Currencyshares Japanese Yen Trust
▼ 1.25%
3
Close
Dec 19, 2024
Health Care Select Sector SPDR Fund
▼ 4.62%
2
Close
Dec 19, 2024
Apple
▲ 1.58%
2
Close
Dec 11, 2024
Nu Holdings
3.12%
▼ 3.92%
1
Open
Dec 04, 2024
Stellantis
▼ 0.22%
22
Close
Dec 03, 2024
Blackstone Group
▲ 7.36%
6
Close
Dec 03, 2024
United States Natural Gas Fund LP
▼ 6.87%
3
Close
Dec 03, 2024
Ford Motor
4.59%
▼ 5.92%
1
Open
Dec 03, 2024
VanEck Semiconductor ETF
27.93%
▲ 5.43%
5
Buy
Nov 20, 2024
iShares Silver Trust
▼ 5.27%
2
Close
Nov 20, 2024
Invesco QQQ Trust
▲ 2.16%
5
Close
Nov 17, 2024
Berkshire Hathaway B
▲ 2.75%
3
Close
Nov 10, 2024
Biomea Fusion
1.43%
▼ 57.54%
15
Buy
Oct 12, 2024