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Tarheel_roli
New PortfolioIndividual Investor
Ranked #470,778 out of 824,088 TipRanks' Investors
Success Rate
89 out of 191
profitable transactions
profitable transactions
Average Return
7.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.14%
6-Month Return▲ 19.63%
12-Month Return▲ 23.26%
YTD Return▲ 16.92%
Total Return▲ 36.99%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.00%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.00%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.10%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.79%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.72%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.65%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.65%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 4.03%
Oct 2025
▼ 6.38%▼ 5.57%▼ 5.00%
▲ 0.80%▼ 0.87%▼ 1.00%
▲ 11.63%▲ 6.28%▲ 1.10%
▲ 9.25%▲ 5.14%▲ 2.79%
▲ 7.60%▲ 2.30%▲ 1.72%
▲ 2.76%▲ 2.05%▲ 11.65%
▲ 12.88%▲ 3.56%▼ 0.65%
▲ 4.43%▼ 0.27%▼ 4.03%
Recent Activity
Coca-Cola
2.97%
▲ 22.27%
8
Open
Sep 30, 2025
Embraer SA
3.69%
▲ 24.28%
6
Sell
Sep 12, 2025
Sprinklr
2.13%
▲ 8.74%
3
Open
Sep 04, 2025
Zoetis
0.89%
▼ 5.77%
1
Open
Sep 02, 2025
MongoDB
1.5%
▲ 52.28%
1
Open
Aug 08, 2025
Intuitive Surgical
1%
▼ 5.09%
1
Open
Aug 08, 2025
Chagee Holdings Limited Unsponsored ADR
0.67%
▼ 26.43%
1
Open
Aug 08, 2025
Kyndryl Holdings Incorporation
2.74%
▲ 23.35%
4
Open
Aug 06, 2025
Williams Co
5.04%
▲ 55.53%
3
Open
Aug 04, 2025
Lockheed Martin
1.66%
▲ 18.38%
1
Open
Jul 28, 2025
Komatsu Ltd.
3.09%
▲ 10.99%
1
Open
Jul 21, 2025
Komatsu
―
▲ 84.82%
2
Close
Jul 20, 2025
ANTA Sports Products
4.79%
▼ 8.02%
3
Buy
Jul 18, 2025
Sea
2.98%
▼ 4.20%
1
Open
Jul 17, 2025
Pop Mart International Group Limited
5.15%
▲ 29.11%
2
Buy
Jun 20, 2025
iShares eb.rexx Government Germany 0-1yr UCITS ETF (DE) EUR (Dist) Anteile
31.48%
▲ 0.83%
2
Buy
May 02, 2025
Regeneron
6.1%
▼ 10.29%
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