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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #470,975 out of 851,665 TipRanks' Investors
Success Rate
97 out of 203
profitable transactions
profitable transactions
Average Return
9.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.40%
6-Month Return▲ 14.66%
12-Month Return▲ 18.35%
YTD Return▲ 2.50%
Total Return▲ 48.42%
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%
▲ 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%
▼ 0.23%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.32%
Dec 2025
▲ 5.61%
▲ 1.98%
▲ 2.50%
Jan 2026
▲ 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%▼ 0.23%
▼ 3.58%▲ 0.19%▲ 1.97%
▼ 0.10%▲ 0.08%▼ 0.32%
▲ 5.61%▲ 1.98%▲ 2.50%
Recent Activity
Broadcom
0.75%
▲ 257.96%
11
Buy
Jan 08, 2026
Williams Co
6.2%
▲ 42.79%
4
Buy
Dec 08, 2025
Sea
2.46%
▼ 12.80%
2
Buy
Dec 08, 2025
Fidelity National Financial
3.51%
▲ 31.85%
3
Buy
Nov 14, 2025
Zoetis
―
▼ 20.70%
2
Close
Nov 14, 2025
Zoomlion Heavy Industry Science & Technology Co
0.58%
▲ 14.33%
1
Open
Nov 02, 2025
Ping An Insurance Company of China
1.65%
▲ 25.46%
1
Open
Nov 02, 2025
Zoomlion Heavy Industry Science & Technology Co
―
▲ 14.67%
2
Close
Nov 01, 2025
Ping An Insurance Company of China
―
▲ 21.52%
3
Close
Nov 01, 2025
Astera Labs, Inc.
0.63%
▼ 1.40%
1
Open
Oct 27, 2025
Ambarella
0.5%
▼ 22.94%
1
Open
Oct 27, 2025
Ouster
0.39%
▼ 35.60%
1
Open
Oct 27, 2025
Cellebrite DI
0.52%
▼ 13.46%
1
Open
Oct 27, 2025
Intuitive Surgical
2.42%
▲ 5.05%
2
Buy
Oct 22, 2025
Coca-Cola
2.76%
▲ 23.38%
8
Open
Sep 30, 2025
Embraer
4.12%
▲ 39.48%
6
Sell
Sep 12, 2025
Sprinklr
1.59%
▲ 2.03%
3
Open
Sep 04, 2025
MongoDB
1.68%
▲ 96.50%
1
Open
Aug 08, 2025
Chagee Holdings Limited Unsponsored ADR
0.44%
▼ 41.34%
1
Open
Aug 08, 2025
Kyndryl Holdings Incorporation
2.04%
▲ 18.97%
4
Open
Aug 06, 2025