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Fundamentally Sound Portfolio - New Portfolio
Trey
Fundamentally Sound PortfolioIndividual Investor
Ranked #41,155 out of 816,893 TipRanks' Investors
Success Rate
37 out of 53
profitable transactions
profitable transactions
Average Return
76.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.00%
6-Month Return▲ 8.56%
12-Month Return▲ 27.06%
YTD Return▲ 14.44%
Total Return▲ 118.28%
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
27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▼ 0.45%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.50%
Aug 2025
▲ 1.13%
▲ 0.63%
▼ 0.65%
Sep 2025
▼ 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%
▲ 27.87%▲ 2.30%▼ 0.45%
▲ 4.87%▲ 2.05%▲ 5.50%
▲ 1.13%▲ 0.63%▼ 0.65%
Recent Activity
Tesla
1.51%
▲ 6.43%
1
Open
Jul 18, 2025
Centene
1.25%
▲ 3.69%
1
Open
Jul 18, 2025
UnitedHealth
1.36%
▲ 11.58%
1
Open
Jul 18, 2025
Discover Financial Services
―
▲ 349.42%
2
Close
May 16, 2025
Capital One Financial
4.68%
▲ 12.99%
1
Open
May 16, 2025
Ebix
―
▼ 99.93%
2
Close
Aug 30, 2024
Activision Blizzard
―
▲ 6.92%
3
Close
Oct 12, 2023
Amazon
13.37%
▲ 71.91%
2
Buy
Apr 14, 2022
Alphabet Class A
13.52%
▲ 86.55%
1
Open
Apr 14, 2022
Vipshop
0.9%
▲ 66.55%
1
Open
Oct 01, 2021
Dollar Tree
0.61%
▲ 9.65%
1
Open
Sep 07, 2021
Aon
1.6%
▲ 46.00%
1
Open
Jul 28, 2021
Nvidia
11.53%
▲ 930.61%
1
Open
May 31, 2021
Nidec
―
▲ 106.88%
3
Close
Apr 27, 2021
Cohen & Steers
―
▲ 6.28%
4
Close
Apr 27, 2021
PayPal Holdings
0.31%
▼ 71.04%
1
Open
Mar 29, 2021
Lululemon Athletica
0.34%
▼ 43.54%
2
Buy
Mar 11, 2021
Dollar General
0.31%
▼ 39.91%
1
Open
Jan 29, 2021
Anheuser-Busch Inbev Sa
1.25%
▼ 8.17%
1
Open
Jan 15, 2021
Darling Ingredients
0.32%
▼ 43.29%
1
Open
Dec 28, 2020