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New Portfolio - New Portfolio

PerformancePortfolio Details

Tarheel_roli

New Portfolio
Individual Investor
Ranked #339,887 out of 781,066 TipRanks' Investors
Success Rate
48%
78 out of 162
profitable transactions
Average Return
11.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.10%
6-Month Return▲ 14.07%
12-Month Return▲ 20.99%
YTD Return▲ 4.17%
Total Return▲ 21.99%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 448.47%

Bio

Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.62%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.51%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.46%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.99%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 2.53%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.17%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.46%
▲ 8.13%▲ 1.21%▲ 3.62%
▼ 13.14%▲ 2.34%▼ 1.51%
▲ 2.93%▲ 2.10%▲ 5.46%
▲ 10.00%▼ 0.89%▼ 1.99%
▲ 26.04%▲ 5.96%▲ 6.09%
▲ 5.93%▼ 2.41%▲ 2.53%
▲ 11.17%▲ 1.96%▲ 4.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KO
Coca-Cola
5.67%
▲ 7.97%
6
Buy
Jan 06, 2025
QCOM
Qualcomm
3.64%
▲ 27.16%
2
Buy
Dec 23, 2024
REGN
Regeneron
4.1%
▲ 5.28%
3
Buy
Dec 17, 2024
OTLY
Oatly Group
0.09%
▼ 69.42%
4
Close
Dec 17, 2024
ABCL
AbCellera Biologics
―
▼ 89.55%
4
Close
Dec 17, 2024
NEP
Nextera Energy Partners
―
▼ 70.39%
5
Close
Dec 17, 2024
ENPH
Enphase Energy
―
▼ 67.37%
2
Close
Dec 17, 2024
ERJ
Embraer SA
3.53%
▲ 4.65%
2
Buy
Dec 17, 2024
ESLT
Elbit Systems
1.46%
▲ 15.23%
1
Open
Dec 17, 2024
GRMN
Garmin
―
▲ 88.70%
2
Close
Nov 22, 2024
VRT
Vertiv Holdings
―
▲ 44.85%
2
Close
Nov 22, 2024
LITE
Lumentum Holdings
―
▼ 10.52%
3
Close
Nov 19, 2024
PROSF
Prosus
―
▲ 1.77%
3
Close
Nov 14, 2024
NTLA
Intellia Therapeutics
―
▼ 76.69%
7
Close
Nov 14, 2024
ABBV
AbbVie
6.52%
▲ 94.40%
4
Buy
Nov 14, 2024
GILD
Gilead Sciences
4.82%
▲ 30.56%
6
Buy
Aug 16, 2024
MCD
McDonald's
3.73%
▲ 18.70%
2
Buy
May 31, 2024
LULU
Lululemon Athletica
3.4%
▲ 16.72%
6
Buy
May 17, 2024
KD
Kyndryl Holdings Incorporation
3.71%
▲ 90.86%
2
Buy
May 07, 2024
TSLA
Tesla
―
▲ 39.06%
11
Close
Apr 08, 2024