Fundamentally Sound Portfolio - New Portfolio
Trey
Fundamentally Sound PortfolioIndividual Investor
Ranked #25,404 out of 858,971 TipRanks' Investors
Success Rate
40 out of 53
profitable transactions
profitable transactions
Average Return
108.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.87%
6-Month Return▲ 1.36%
12-Month Return▲ 32.78%
YTD Return▼ 1.27%
Total Return▲ 132.16%
Best Trade
Bio
Fundamentally sound companies bought at an undervalued price that is expected to substantially increase in value over the Mid- to Long- Term.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.25%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.14%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.68%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.86%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.77%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.48%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.94%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.74%
Apr 2026
▲ 12.88%▲ 3.56%▲ 4.25%
▲ 10.96%▲ 2.38%▲ 1.14%
▼ 3.68%▲ 0.19%▲ 0.68%
▼ 0.10%▲ 0.08%▲ 0.86%
▲ 4.06%▲ 1.47%▲ 1.77%
▼ 1.12%▼ 0.86%▼ 0.48%
▲ 0.60%▼ 4.94%▼ 6.94%
▲ 7.53%▲ 5.50%▲ 4.74%
Recent Activity
iRobot
―
▼ 99.93%
3
Close
Jan 23, 2026
Tesla
1.32%
▲ 6.91%
1
Open
Jul 18, 2025
Centene
1.4%
▲ 34.06%
1
Open
Jul 18, 2025
UnitedHealth
1.17%
▲ 13.06%
1
Open
Jul 18, 2025
Discover Financial Services
―
▲ 349.42%
2
Close
May 16, 2025
Capital One Financial
3.61%
▲ 0.76%
1
Open
May 16, 2025
Ebix
―
▼ 99.93%
2
Close
Aug 30, 2024
Activision Blizzard
―
▲ 6.92%
3
Close
Oct 12, 2023
Amazon
11.96%
▲ 77.51%
2
Buy
Apr 14, 2022
Alphabet Class A
16.02%
▲ 155.63%
1
Open
Apr 14, 2022
Vipshop
0.68%
▲ 49.79%
1
Open
Oct 01, 2021
Dollar Tree
0.53%
▲ 10.75%
1
Open
Sep 07, 2021
Aon
1.22%
▲ 28.77%
1
Open
Jul 28, 2021
Nvidia
11.32%
▲ 1,068.36%
1
Open
May 31, 2021
Nidec
―
▲ 106.88%
3
Close
Apr 27, 2021
Cohen & Steers
―
▲ 6.27%
4
Close
Apr 27, 2021
PayPal Holdings
0.19%
▼ 79.73%
1
Open
Mar 29, 2021
Lululemon Athletica
0.28%
▼ 45.30%
2
Buy
Mar 11, 2021
Dollar General
0.3%
▼ 33.43%
1
Open
Jan 29, 2021
Anheuser-Busch Inbev Sa
1.36%
▲ 15.69%
1
Open
Jan 15, 2021