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Shumer-1 - New Portfolio

Mikki Shumer

Shumer-1
Individual Investor
Ranked #99,353 out of 803,748 TipRanks' Investors
Success Rate
67%
248 out of 372
profitable transactions
Average Return
11.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.97%
6-Month Return▲ 0.93%
12-Month Return▲ 28.61%
YTD Return▲ 6.23%
Total Return▲ 23.99%

Best Trade

Opened at
Closed at-
Gain▲ 710.14%

Bio

This is my first portfolio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 8.96%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.61%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.99%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.08%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.51%
May 2025
▲ 2.29%
▲ 1.29%
▲ 0.57%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 8.96%
▲ 5.10%▼ 2.41%▼ 4.61%
▲ 6.03%▲ 2.69%▲ 8.03%
▼ 12.86%▼ 1.27%▼ 3.19%
▼ 1.80%▼ 5.57%▼ 6.99%
▲ 1.83%▼ 0.87%▲ 0.08%
▲ 12.21%▲ 6.28%▲ 8.51%
▲ 2.29%▲ 1.29%▲ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▼ 20.21%
6
Close
Feb 27, 2025
CoStar Group
0.34%
▲ 7.98%
3
Open
Feb 27, 2025
Invitae
▼ 99.95%
2
Close
Jul 08, 2024
Everbridge
▲ 60.70%
2
Close
Jul 01, 2024
New Relic
▲ 11.20%
2
Close
Nov 07, 2023
British American Tobacco
2.33%
▲ 52.49%
6
Buy
Oct 24, 2023
Walgreens Boots Alliance
1.09%
▼ 41.93%
8
Buy
Oct 24, 2023
Everest Group
1.6%
▲ 10.92%
5
Sell
Oct 12, 2023
Blackstone Group
▲ 19.44%
6
Close
Sep 19, 2023
Jefferies
▲ 16.74%
6
Close
Sep 19, 2023
Gray Television
0.18%
▼ 38.81%
1
Open
Sep 06, 2023
Sinclair Broadcast
0.62%
▲ 43.36%
1
Open
Sep 06, 2023
Royal Bank Of Canada
1.53%
▲ 35.63%
3
Open
Aug 23, 2023
AT&T
6.47%
▲ 96.04%
10
Buy
Aug 21, 2023
Microsoft
4.54%
▲ 78.59%
9
Buy
Aug 21, 2023
Health Care Select Sector SPDR Fund
1.63%
▲ 5.12%
2
Buy
Aug 21, 2023
Citigroup
1.28%
▲ 93.57%
1
Open
Aug 21, 2023
Block
0.29%
▼ 15.28%
4
Buy
Aug 18, 2023
PayPal Holdings
1.69%
▼ 9.93%
6
Buy
Aug 17, 2023
Nexstar Media Group
0.4%
▲ 13.63%
1
Open
Aug 17, 2023