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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #423,076 out of 817,143 TipRanks' Investors
Success Rate
93 out of 190
profitable transactions
profitable transactions
Average Return
8.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.85%
6-Month Return▲ 8.50%
12-Month Return▲ 42.30%
YTD Return▲ 20.58%
Total Return▲ 41.61%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 1.69%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 11.65%
Aug 2025
▲ 3.14%
▲ 0.59%
▼ 1.69%
Sep 2025
▼ 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%
▲ 27.87%▲ 2.30%▲ 1.69%
▲ 4.87%▲ 2.05%▲ 11.65%
▲ 3.14%▲ 0.59%▼ 1.69%
Recent Activity
Sprinklr
2.18%
▲ 10.59%
3
Open
Sep 04, 2025
Embraer SA
5.53%
▲ 25.01%
5
Buy
Sep 03, 2025
Zoetis
0.93%
▼ 0.74%
1
Open
Sep 02, 2025
MongoDB
1.5%
▲ 54.55%
1
Open
Aug 08, 2025
Intuitive Surgical
1.03%
▼ 0.02%
1
Open
Aug 08, 2025
Chagee Holdings Limited Unsponsored ADR
0.71%
▼ 21.18%
1
Open
Aug 08, 2025
Kyndryl Holdings Incorporation
3.24%
▲ 29.58%
4
Open
Aug 06, 2025
Williams Co
4.52%
▲ 50.44%
3
Open
Aug 04, 2025
Lockheed Martin
1.52%
▲ 9.76%
1
Open
Jul 28, 2025
Komatsu Ltd.
3%
▲ 6.22%
1
Open
Jul 21, 2025
Komatsu
―
▲ 84.82%
2
Close
Jul 20, 2025
ANTA Sports Products
5.29%
▲ 2.06%
3
Buy
Jul 18, 2025
Sea
3.5%
▲ 14.06%
1
Open
Jul 17, 2025
Pop Mart International Group Limited
5.28%
▲ 34.83%
2
Buy
Jun 20, 2025
iShares eb.rexx Government Germany 0-1yr UCITS ETF (DE) EUR (Dist) Anteile
31.09%
▲ 0.61%
2
Buy
May 02, 2025
Regeneron
5.81%
▼ 13.33%
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