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New Portfolio - New Portfolio

Tarheel_roli

New Portfolio
Individual Investor
Ranked #440,404 out of 809,067 TipRanks' Investors
Success Rate
47%
83 out of 178
profitable transactions
Average Return
7.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.88%
6-Month Return▲ 5.85%
12-Month Return▲ 20.79%
YTD Return▲ 10.26%
Total Return▲ 29.49%

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

18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▲ 2.39%
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
▲ 1.84%
▼ 0.87%
▼ 1.00%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.10%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.86%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 2.06%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 2.39%
▲ 6.03%▲ 2.69%▲ 6.85%
▼ 12.86%▼ 1.27%▲ 3.39%
▼ 1.80%▼ 5.57%▼ 5.02%
▲ 1.84%▼ 0.87%▼ 1.00%
▲ 12.20%▲ 6.28%▲ 1.10%
▲ 6.24%▲ 5.14%▲ 2.86%
▲ 18.34%▲ 1.57%▲ 2.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ANTA Sports Products
5.89%
▲ 0.36%
3
Buy
Jul 18, 2025
Sea
3.53%
▲ 0.88%
1
Open
Jul 17, 2025
Embraer SA
▲ 45.08%
3
Close
Jul 10, 2025
Pop Mart International Group Limited
5.12%
▲ 15.23%
2
Buy
Jun 20, 2025
iShares eb.rexx Government Germany 0-1yr UCITS ETF (DE) EUR (Dist) Anteile
35.27%
▲ 0.43%
2
Buy
May 02, 2025
Regeneron
6.44%
▼ 15.93%
5
Buy
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
▼ 43.29%
3
Close
Apr 03, 2025