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New Portfolio - New Portfolio

Tarheel_roli

New Portfolio
Individual Investor
Ranked #431,276 out of 803,890 TipRanks' Investors
Success Rate
45%
79 out of 176
profitable transactions
Average Return
6.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.75%
6-Month Return▲ 5.26%
12-Month Return▲ 22.20%
YTD Return▲ 9.21%
Total Return▲ 28.12%

Best Trade

Opened at
Closed at
Gain▲ 367.86%

Bio

Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 2.26%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.85%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.02%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.00%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.10%
May 2025
▲ 3.57%
▲ 1.29%
▲ 3.98%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.08%
▲ 5.10%▼ 2.41%▲ 2.26%
▲ 6.03%▲ 2.69%▲ 6.85%
▼ 12.86%▼ 1.27%▲ 3.39%
▼ 1.80%▼ 5.57%▼ 5.02%
▲ 1.83%▼ 0.87%▼ 1.00%
▲ 12.21%▲ 6.28%▲ 1.10%
▲ 3.57%▲ 1.29%▲ 3.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ANTA Sports Products
4.36%
▲ 1.11%
2
Buy
May 02, 2025
iShares eb.rexx Government Germany 0-1yr UCITS ETF (DE) EUR (Dist) Anteile
36.15%
▲ 0.25%
2
Buy
May 02, 2025
Regeneron
6.41%
▼ 19.00%
5
Buy
Apr 28, 2025
Pop Mart International Group Limited
2.53%
▲ 43.07%
1
Open
Apr 28, 2025
Lululemon Athletica
▼ 22.66%
7
Close
Apr 08, 2025
Lumentum Holdings
▼ 14.96%
5
Close
Apr 08, 2025
Kyndryl Holdings Incorporation
▲ 38.53%
3
Close
Apr 08, 2025
DocuSign
▼ 47.92%
2
Close
Apr 08, 2025
Certara
▼ 71.89%
3
Close
Apr 08, 2025
Qualcomm
▼ 3.15%
3
Close
Apr 08, 2025
RTX
▼ 3.72%
2
Close
Apr 08, 2025
Deckers Outdoor
▼ 28.65%
2
Close
Apr 08, 2025
Block
▼ 76.44%
3
Close
Apr 04, 2025
Gilead Sciences
▲ 50.16%
7
Close
Apr 04, 2025
Alphabet Class C
▲ 70.33%
3
Close
Apr 04, 2025
Williams Co
▲ 106.53%
2
Close
Apr 03, 2025
Kinder Morgan
▲ 75.83%
2
Close
Apr 03, 2025
Kulicke & Soffa
▼ 43.28%
3
Close
Apr 03, 2025
AbbVie
▲ 128.48%
5
Close
Apr 03, 2025
Coca-Cola
▲ 25.45%
7
Close
Apr 01, 2025