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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #422,103 out of 770,014 TipRanks' Investors
Success Rate
72 out of 156
profitable transactions
profitable transactions
Average Return
2.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.16%
6-Month Return▲ 8.00%
12-Month Return▲ 12.15%
YTD Return▲ 3.84%
Total Return▲ 14.27%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.56%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.62%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.46%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.93%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 6.07%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.56%
▲ 11.46%▲ 5.06%▲ 4.08%
▼ 2.25%▲ 3.53%▼ 1.46%
▲ 25.72%▲ 1.21%▲ 3.62%
▼ 4.22%▲ 2.34%▼ 1.51%
▲ 7.82%▲ 2.10%▲ 5.46%
▲ 5.70%▼ 0.89%▼ 1.93%
▲ 31.73%▲ 4.73%▲ 6.07%
Recent Activity
Garmin
―
▲ 88.70%
2
Close
Nov 22, 2024
Vertiv Holdings
―
▲ 44.85%
2
Close
Nov 22, 2024
Lumentum Holdings
―
▼ 10.52%
3
Close
Nov 19, 2024
Prosus
―
▲ 1.77%
3
Close
Nov 14, 2024
Regeneron
3.65%
▲ 23.01%
2
Buy
Nov 14, 2024
Intellia Therapeutics
―
▼ 76.69%
7
Close
Nov 14, 2024
AbbVie
7.95%
▲ 98.76%
4
Buy
Nov 14, 2024
Embraer SA
2.45%
▲ 1.86%
1
Open
Nov 14, 2024
Gilead Sciences
5.56%
▲ 28.01%
6
Buy
Aug 16, 2024
McDonald's
4.56%
▲ 24.39%
2
Buy
May 31, 2024
Lululemon Athletica
3.36%
▲ 2.05%
6
Buy
May 17, 2024
Kyndryl Holdings Incorporation
3.84%
▲ 69.11%
2
Buy
May 07, 2024
Tesla
―
▲ 39.06%
11
Close
Apr 08, 2024
Coca-Cola
5.21%
▲ 11.84%
5
Buy
Jan 29, 2024
Kaspi.kz JSC Sponsored ADR RegS
4.01%
▲ 22.23%
1
Open
Jan 28, 2024
Niu Technologies
―
▼ 91.31%
4
Close
Dec 18, 2023
KraneShares MSCI All China Health Care Index ETF
―
▼ 56.82%
2
Close
Dec 18, 2023
Butterfly Network
―
▼ 90.85%
3
Close
Dec 18, 2023
Panasonic
―
▲ 34.37%
3
Close
Apr 17, 2023
Enphase Energy
0.46%
▼ 68.03%
1
Open
Apr 17, 2023