tiprankstipranks

New Portfolio - New Portfolio

PerformancePortfolio Details

Tarheel_roli

New Portfolio
Individual Investor
Ranked #500,162 out of 861,888 TipRanks' Investors
Success Rate
47%
98 out of 209
profitable transactions
Average Return
8.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.63%
6-Month Return▼ 2.25%
12-Month Return▲ 15.59%
YTD Return▼ 1.70%
Total Return▲ 41.58%

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

16.06%0-16.06%
▲ 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
▼ 1.28%
▼ 0.86%
▲ 0.56%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 8.50%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.58%
Apr 2026
▲ 7.56%
▲ 2.64%
▼ 1.08%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 0.23%
▼ 3.68%▲ 0.19%▲ 1.97%
▼ 0.10%▲ 0.08%▼ 0.32%
▲ 4.06%▲ 1.47%▲ 0.39%
▼ 1.28%▼ 0.86%▲ 0.56%
▲ 0.52%▼ 4.94%▼ 8.50%
▲ 16.06%▲ 10.51%▲ 7.58%
▲ 7.56%▲ 2.64%▼ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MCD
McDonald's
1.18%
▲ 18.68%
4
Open
Apr 13, 2026
ABBV
AbbVie
1.3%
▲ 95.97%
6
Open
Apr 13, 2026
OEWA
Verbund
1.29%
▼ 2.93%
2
Buy
Mar 17, 2026
AVGO
Broadcom
4.56%
▲ 225.34%
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
6.63%
▲ 48.93%
4
Buy
Dec 08, 2025
SE
Sea
1.67%
▼ 40.24%
2
Buy
Dec 08, 2025
FNF
Fidelity National Financial
3.25%
▲ 24.12%
3
Buy
Nov 14, 2025
ZTS
Zoetis
―
▼ 20.70%
2
Close
Nov 14, 2025
1157
Zoomlion Heavy Industry Science & Technology Co
0.54%
▲ 7.29%
1
Open
Nov 02, 2025
2318
Ping An Insurance Company of China
1.51%
▲ 16.00%
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.
0.75%
▲ 17.33%
1
Open
Oct 27, 2025
AMBA
Ambarella
0.57%
▼ 11.83%
1
Open
Oct 27, 2025
OUST
Ouster
0.41%
▼ 32.04%
1
Open
Oct 27, 2025
CLBT
Cellebrite DI
0.44%
▼ 26.38%
1
Open
Oct 27, 2025
ISRG
Intuitive Surgical
2.07%
▼ 9.43%
2
Buy
Oct 22, 2025
KO
Coca-Cola
2.94%
▲ 24.66%
8
Open
Sep 30, 2025