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New Portfolio - New Portfolio

Tarheel_roli

New Portfolio
Individual Investor
Ranked #415,070 out of 813,692 TipRanks' Investors
Success Rate
49%
92 out of 187
profitable transactions
Average Return
7.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.37%
6-Month Return▲ 6.44%
12-Month Return▲ 34.58%
YTD Return▲ 17.28%
Total Return▲ 37.74%

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

27.89%0-27.89%
▲ 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
▲ 27.89%
▲ 2.30%
▲ 1.69%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 6.76%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.89%▲ 2.30%▲ 1.69%
▲ 8.10%▲ 1.80%▲ 6.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MongoDB
1.09%
▲ 4.34%
1
Open
Aug 08, 2025
Intuitive Surgical
1.14%
▲ 2.17%
1
Open
Aug 08, 2025
Chagee Holdings Limited Unsponsored ADR
1%
▲ 2.39%
1
Open
Aug 08, 2025
Kyndryl Holdings Incorporation
3.17%
▲ 26.03%
4
Open
Aug 06, 2025
Williams Co
4.93%
▲ 50.94%
3
Open
Aug 04, 2025
Embraer SA
3.8%
▲ 29.88%
4
Open
Aug 04, 2025
Lockheed Martin
1.56%
▲ 3.85%
1
Open
Jul 28, 2025
Komatsu Ltd.
3.15%
▲ 2.86%
1
Open
Jul 21, 2025
Komatsu
▲ 84.82%
2
Close
Jul 20, 2025
ANTA Sports Products
5.48%
▼ 1.63%
3
Buy
Jul 18, 2025
Sea
3.51%
▲ 6.10%
1
Open
Jul 17, 2025
Pop Mart International Group Limited
5.35%
▲ 27.24%
2
Buy
Jun 20, 2025
iShares eb.rexx Government Germany 0-1yr UCITS ETF (DE) EUR (Dist) Anteile
33.6%
▲ 0.54%
2
Buy
May 02, 2025
Regeneron
6.51%
▼ 10.06%
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
Qualcomm
▼ 3.15%
3
Close
Apr 08, 2025
RTX
▼ 3.72%
2
Close
Apr 08, 2025