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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #445,679 out of 827,859 TipRanks' Investors
Success Rate
96 out of 198
profitable transactions
profitable transactions
Average Return
9.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.95%
6-Month Return▲ 16.54%
12-Month Return▲ 28.52%
YTD Return▲ 25.37%
Total Return▲ 46.91%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.00%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 1.10%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.79%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.72%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.65%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.22%
Oct 2025
▼ 1.52%
▼ 0.09%
▲ 3.13%
Nov 2025
▲ 0.80%▼ 0.87%▼ 1.00%
▲ 11.64%▲ 6.28%▲ 1.10%
▲ 9.25%▲ 5.14%▲ 2.79%
▲ 7.60%▲ 2.30%▲ 1.72%
▲ 2.76%▲ 2.05%▲ 11.65%
▲ 12.88%▲ 3.56%▼ 0.65%
▲ 10.96%▲ 2.38%▼ 0.22%
▼ 1.52%▼ 0.09%▲ 3.13%
Recent Activity
Zoomlion Heavy Industry Science & Technology Co
0.58%
▲ 2.11%
1
Open
Nov 02, 2025
Ping An Insurance Company of China
1.51%
▲ 5.04%
1
Open
Nov 02, 2025
Zoomlion Heavy Industry Science & Technology Co
―
▲ 14.72%
2
Close
Nov 01, 2025
Ping An Insurance Company of China
―
▲ 21.52%
3
Close
Nov 01, 2025
Astera Labs, Inc.
0.69%
▼ 1.60%
1
Open
Oct 27, 2025
Ambarella
0.77%
▲ 8.08%
1
Open
Oct 27, 2025
Ouster
0.44%
▼ 33.09%
1
Open
Oct 27, 2025
Cellebrite DI
0.55%
▼ 15.14%
1
Open
Oct 27, 2025
Intuitive Surgical
2.88%
▲ 15.14%
2
Buy
Oct 22, 2025
Coca-Cola
2.93%
▲ 22.96%
8
Open
Sep 30, 2025
Embraer
3.83%
▲ 29.60%
6
Sell
Sep 12, 2025
Sprinklr
1.99%
▲ 8.29%
3
Open
Sep 04, 2025
Zoetis
0.7%
▼ 21.15%
1
Open
Sep 02, 2025
MongoDB
1.65%
▲ 77.56%
1
Open
Aug 08, 2025
Chagee Holdings Limited Unsponsored ADR
0.59%
▼ 32.14%
1
Open
Aug 08, 2025
Kyndryl Holdings Incorporation
2.4%
▲ 21.20%
4
Open
Aug 06, 2025
Williams Co
4.6%
▲ 53.98%
3
Open
Aug 04, 2025
Lockheed Martin
1.44%
▲ 9.27%
1
Open
Jul 28, 2025
Komatsu Ltd.
2.75%
▲ 7.49%
1
Open
Jul 21, 2025
Komatsu
―
▲ 84.82%
2
Close
Jul 20, 2025