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Fundamentally Sound Portfolio - New Portfolio
Trey
Fundamentally Sound PortfolioIndividual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
37 out of 53
profitable transactions
profitable transactions
Average Return
83.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.34%
6-Month Return▲ 19.87%
12-Month Return▲ 20.36%
YTD Return▲ 19.04%
Total Return▲ 127.04%
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
14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▲ 1.99%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 7.37%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 2.70%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 7.73%
May 2025
▲ 10.82%
▲ 5.14%
▲ 5.18%
Jun 2025
▲ 7.00%
▲ 2.30%
▼ 0.45%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 5.50%
Aug 2025
▲ 11.44%
▲ 2.88%
▲ 3.34%
Sep 2025
▲ 1.65%▼ 1.27%▲ 1.99%
▼ 4.94%▼ 5.57%▼ 7.37%
▲ 1.11%▼ 0.87%▼ 2.70%
▲ 14.06%▲ 6.28%▲ 7.73%
▲ 10.82%▲ 5.14%▲ 5.18%
▲ 7.00%▲ 2.30%▼ 0.45%
▲ 2.23%▲ 2.05%▲ 5.50%
▲ 11.44%▲ 2.88%▲ 3.34%
Recent Activity
Tesla
1.83%
▲ 33.60%
1
Open
Jul 18, 2025
Centene
1.45%
▲ 24.72%
1
Open
Jul 18, 2025
UnitedHealth
1.43%
▲ 22.50%
1
Open
Jul 18, 2025
Discover Financial Services
―
▲ 349.42%
2
Close
May 16, 2025
Capital One Financial
4.56%
▲ 14.28%
1
Open
May 16, 2025
Ebix
―
▼ 99.93%
2
Close
Aug 30, 2024
Activision Blizzard
―
▲ 6.92%
3
Close
Oct 12, 2023
Amazon
12.19%
▲ 62.63%
2
Buy
Apr 14, 2022
Alphabet Class A
13.68%
▲ 95.88%
1
Open
Apr 14, 2022
Vipshop
0.94%
▲ 79.09%
1
Open
Oct 01, 2021
Dollar Tree
0.55%
▲ 3.08%
1
Open
Sep 07, 2021
Aon
1.48%
▲ 40.31%
1
Open
Jul 28, 2021
Nvidia
11.86%
▲ 999.60%
1
Open
May 31, 2021
Nidec
―
▲ 106.88%
3
Close
Apr 27, 2021
Cohen & Steers
―
▲ 6.28%
4
Close
Apr 27, 2021
PayPal Holdings
0.3%
▼ 71.44%
1
Open
Mar 29, 2021
Lululemon Athletica
0.34%
▼ 40.68%
2
Buy
Mar 11, 2021
Dollar General
0.28%
▼ 43.85%
1
Open
Jan 29, 2021
Anheuser-Busch Inbev Sa
1.18%
▼ 9.83%
1
Open
Jan 15, 2021
Darling Ingredients
0.31%
▼ 43.17%
1
Open
Dec 28, 2020