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New Portfolio - New Portfolio

PerformancePortfolio Details

Tarheel_roli

New Portfolio
Individual Investor
Ranked #463,012 out of 859,217 TipRanks' Investors
Success Rate
48%
100 out of 209
profitable transactions
Average Return
9.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.84%
6-Month Return▲ 4.68%
12-Month Return▲ 24.19%
YTD Return▼ 0.23%
Total Return▲ 43.73%

Best Trade

AssetBroadcom (AVGO)
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

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.67%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.23%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.32%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.39%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.56%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.46%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 7.96%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.67%
▲ 10.96%▲ 2.38%▼ 0.23%
▼ 3.68%▲ 0.19%▲ 1.97%
▼ 0.10%▲ 0.08%▼ 0.32%
▲ 4.06%▲ 1.47%▲ 0.39%
▼ 1.12%▼ 0.86%▲ 0.56%
▲ 0.60%▼ 4.94%▼ 8.46%
▲ 10.48%▲ 6.78%▲ 7.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MCD
McDonald's
1.28%
▲ 21.68%
4
Open
Apr 13, 2026
ABBV
AbbVie
1.33%
▲ 96.82%
6
Open
Apr 13, 2026
OEWA
Verbund
1.35%
▼ 1.46%
2
Buy
Mar 17, 2026
AVGO
Broadcom
3.97%
▲ 220.31%
13
Buy
Mar 16, 2026
MDB
MongoDB
―
▲ 20.82%
2
Close
Mar 03, 2026
KD
Kyndryl Holdings Incorporation
―
▲ 4.25%
5
Close
Feb 09, 2026
WMB
Williams Co
6.47%
▲ 48.36%
4
Buy
Dec 08, 2025
SE
Sea
1.62%
▼ 41.02%
2
Buy
Dec 08, 2025
FNF
Fidelity National Financial
3.01%
▲ 16.83%
3
Buy
Nov 14, 2025
ZTS
Zoetis
―
▼ 20.70%
2
Close
Nov 14, 2025
1157
Zoomlion Heavy Industry Science & Technology Co
0.6%
▲ 20.96%
1
Open
Nov 02, 2025
2318
Ping An Insurance Company of China
1.43%
▲ 11.85%
1
Open
Nov 02, 2025
ZLIOF
Zoomlion Heavy Industry Science & Technology Co
―
▲ 14.67%
2
Close
Nov 01, 2025
PIAIF
Ping An Insurance Company of China
―
▲ 21.52%
3
Close
Nov 01, 2025
ALAB
Astera Labs, Inc.
0.63%
▲ 0.19%
1
Open
Oct 27, 2025
AMBA
Ambarella
0.41%
▼ 35.06%
1
Open
Oct 27, 2025
OUST
Ouster
0.37%
▼ 36.84%
1
Open
Oct 27, 2025
CLBT
Cellebrite DI
0.37%
▼ 35.89%
1
Open
Oct 27, 2025
ISRG
Intuitive Surgical
2.11%
▼ 5.98%
2
Buy
Oct 22, 2025
KO
Coca-Cola
2.8%
▲ 24.11%
8
Open
Sep 30, 2025