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Fundamentally Sound Portfolio - New Portfolio
Trey
Fundamentally Sound PortfolioIndividual Investor
Ranked #54,193 out of 812,479 TipRanks' Investors
Success Rate
34 out of 53
profitable transactions
profitable transactions
Average Return
73.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.51%
6-Month Return▲ 3.79%
12-Month Return▲ 22.95%
YTD Return▲ 10.21%
Total Return▲ 110.21%
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
27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 5.28%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.37%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.70%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.73%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.18%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.45%
Jul 2025
▲ 4.75%
▲ 0.81%
▲ 0.95%
Aug 2025
▲ 6.03%▲ 2.69%▲ 5.28%
▼ 12.86%▼ 1.27%▲ 1.99%
▼ 1.80%▼ 5.57%▼ 7.37%
▲ 1.84%▼ 0.87%▼ 2.70%
▲ 12.20%▲ 6.28%▲ 7.73%
▲ 6.24%▲ 5.14%▲ 5.18%
▲ 27.91%▲ 2.30%▼ 0.45%
▲ 4.75%▲ 0.81%▲ 0.95%
Recent Activity
Tesla
1.48%
0.00%
1
Open
Jul 18, 2025
Centene
1.15%
▼ 8.44%
1
Open
Jul 18, 2025
UnitedHealth
1.12%
▼ 11.24%
1
Open
Jul 18, 2025
Discover Financial Services
―
▲ 349.42%
2
Close
May 16, 2025
Capital One Financial
4.56%
▲ 5.92%
1
Open
May 16, 2025
Ebix
―
▼ 99.93%
2
Close
Aug 30, 2024
Activision Blizzard
―
▲ 6.92%
3
Close
Oct 12, 2023
Amazon
13.3%
▲ 64.78%
2
Buy
Apr 14, 2022
Alphabet Class A
12.03%
▲ 59.89%
1
Open
Apr 14, 2022
Vipshop
0.84%
▲ 49.06%
1
Open
Oct 01, 2021
Dollar Tree
0.73%
▲ 25.92%
1
Open
Sep 07, 2021
Aon
1.64%
▲ 44.37%
1
Open
Jul 28, 2021
Nvidia
13.09%
▲ 1,027.36%
1
Open
May 31, 2021
Nidec
―
▲ 106.88%
3
Close
Apr 27, 2021
Cohen & Steers
―
▲ 6.27%
4
Close
Apr 27, 2021
PayPal Holdings
0.32%
▼ 71.29%
1
Open
Mar 29, 2021
Lululemon Athletica
0.4%
▼ 36.26%
2
Buy
Mar 11, 2021
Dollar General
0.35%
▼ 36.04%
1
Open
Jan 29, 2021
Anheuser-Busch Inbev Sa
1.33%
▼ 5.49%
1
Open
Jan 15, 2021
Darling Ingredients
0.32%
▼ 45.79%
1
Open
Dec 28, 2020