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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #445,840 out of 830,602 TipRanks' Investors
Success Rate
96 out of 199
profitable transactions
profitable transactions
Average Return
8.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.36%
6-Month Return▲ 17.07%
12-Month Return▲ 25.68%
YTD Return▲ 23.37%
Total Return▲ 44.57%
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%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 0.22%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.83%
Nov 2025
▲ 0.26%
▼ 0.46%
▼ 0.33%
Dec 2025
▲ 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%
▲ 10.96%▲ 2.38%▼ 0.22%
▼ 3.44%▲ 0.19%▲ 1.83%
▲ 0.26%▼ 0.46%▼ 0.33%
Recent Activity
Fidelity National Financial
4.03%
▲ 38.66%
3
Buy
Nov 14, 2025
Zoetis
―
▼ 22.02%
2
Close
Nov 14, 2025
Zoomlion Heavy Industry Science & Technology Co
0.55%
▼ 1.97%
1
Open
Nov 02, 2025
Ping An Insurance Company of China
1.43%
▲ 1.50%
1
Open
Nov 02, 2025
Zoomlion Heavy Industry Science & Technology Co
―
▲ 14.72%
2
Close
Nov 01, 2025
Ping An Insurance Company of China
―
▲ 21.52%
3
Close
Nov 01, 2025
Astera Labs, Inc.
0.57%
▼ 2.99%
1
Open
Oct 27, 2025
Ambarella
0.57%
▼ 18.05%
1
Open
Oct 27, 2025
Ouster
0.38%
▼ 41.32%
1
Open
Oct 27, 2025
Cellebrite DI
0.61%
▼ 7.35%
1
Open
Oct 27, 2025
Intuitive Surgical
2.8%
▲ 14.18%
2
Buy
Oct 22, 2025
Coca-Cola
2.84%
▲ 23.14%
8
Open
Sep 30, 2025
Embraer
3.66%
▲ 26.14%
6
Sell
Sep 12, 2025
Sprinklr
1.95%
▲ 6.50%
3
Open
Sep 04, 2025
MongoDB
1.75%
▲ 57.22%
1
Open
Aug 08, 2025
Chagee Holdings Limited Unsponsored ADR
0.63%
▼ 26.80%
1
Open
Aug 08, 2025
Kyndryl Holdings Incorporation
2.35%
▲ 21.46%
4
Open
Aug 06, 2025
Williams Co
4.49%
▲ 54.68%
3
Open
Aug 04, 2025
Lockheed Martin
1.37%
▲ 5.79%
1
Open
Jul 28, 2025
Komatsu Ltd.
2.62%
▲ 5.56%
1
Open
Jul 21, 2025