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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
91 out of 190
profitable transactions
profitable transactions
Average Return
8.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.08%
6-Month Return▲ 15.77%
12-Month Return▲ 29.13%
YTD Return▲ 21.28%
Total Return▲ 42.44%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▲ 3.39%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 5.02%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 1.00%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 1.10%
May 2025
▲ 10.82%
▲ 5.14%
▲ 2.86%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 1.65%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 11.65%
Aug 2025
▲ 11.44%
▲ 2.88%
▼ 1.08%
Sep 2025
▲ 1.65%▼ 1.27%▲ 3.39%
▼ 4.94%▼ 5.57%▼ 5.02%
▲ 1.11%▼ 0.87%▼ 1.00%
▲ 14.06%▲ 6.28%▲ 1.10%
▲ 10.82%▲ 5.14%▲ 2.86%
▲ 7.00%▲ 2.30%▲ 1.65%
▲ 2.23%▲ 2.05%▲ 11.65%
▲ 11.44%▲ 2.88%▼ 1.08%
Recent Activity
Embraer SA
3.8%
▲ 25.27%
6
Sell
Sep 12, 2025
Sprinklr
2.21%
▲ 10.27%
3
Open
Sep 04, 2025
Zoetis
0.9%
▼ 6.14%
1
Open
Sep 02, 2025
MongoDB
1.52%
▲ 52.22%
1
Open
Aug 08, 2025
Intuitive Surgical
0.99%
▼ 6.16%
1
Open
Aug 08, 2025
Chagee Holdings Limited Unsponsored ADR
0.72%
▼ 22.33%
1
Open
Aug 08, 2025
Kyndryl Holdings Incorporation
2.95%
▲ 25.43%
4
Open
Aug 06, 2025
Williams Co
5.21%
▲ 56.83%
3
Open
Aug 04, 2025
Lockheed Martin
1.65%
▲ 16.53%
1
Open
Jul 28, 2025
Komatsu Ltd.
3.11%
▲ 8.39%
1
Open
Jul 21, 2025
Komatsu
―
▲ 84.82%
2
Close
Jul 20, 2025
ANTA Sports Products
5.17%
▼ 1.28%
3
Buy
Jul 18, 2025
Sea
3.47%
▲ 10.47%
1
Open
Jul 17, 2025
Pop Mart International Group Limited
5.01%
▲ 24.71%
2
Buy
Jun 20, 2025
iShares eb.rexx Government Germany 0-1yr UCITS ETF (DE) EUR (Dist) Anteile
31.72%
▲ 0.70%
2
Buy
May 02, 2025
Regeneron
6%
▼ 12.48%
5
Buy
Apr 28, 2025
Lululemon Athletica
―
▼ 22.66%
7
Close
Apr 08, 2025
Lumentum Holdings
―
▼ 14.96%
5
Close
Apr 08, 2025
DocuSign
―
▼ 47.92%
2
Close
Apr 08, 2025
Certara
―
▼ 71.89%
3
Close
Apr 08, 2025