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Fundamentally Sound Portfolio - New Portfolio
Trey
Fundamentally Sound PortfolioIndividual Investor
Ranked #37,077 out of 830,412 TipRanks' Investors
Success Rate
37 out of 53
profitable transactions
profitable transactions
Average Return
92.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.91%
6-Month Return▲ 17.55%
12-Month Return▲ 20.04%
YTD Return▲ 22.56%
Total Return▲ 133.72%
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%
▲ 0.80%
▼ 0.87%
▼ 2.70%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.74%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.19%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.45%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.25%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.14%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 0.91%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.70%
▲ 11.63%▲ 6.28%▲ 7.74%
▲ 9.25%▲ 5.14%▲ 5.19%
▲ 7.60%▲ 2.30%▼ 0.45%
▲ 2.76%▲ 2.05%▲ 5.50%
▲ 12.88%▲ 3.56%▲ 4.25%
▲ 10.96%▲ 2.38%▲ 1.14%
▼ 3.44%▲ 0.19%▲ 0.91%
Recent Activity
Tesla
1.68%
▲ 30.49%
1
Open
Jul 18, 2025
Centene
1.53%
▲ 40.75%
1
Open
Jul 18, 2025
UnitedHealth
1.29%
▲ 17.41%
1
Open
Jul 18, 2025
Discover Financial Services
―
▲ 349.42%
2
Close
May 16, 2025
Capital One Financial
4.18%
▲ 11.74%
1
Open
May 16, 2025
Ebix
―
▼ 99.93%
2
Close
Aug 30, 2024
Activision Blizzard
―
▲ 6.92%
3
Close
Oct 12, 2023
Amazon
12.12%
▲ 72.57%
2
Buy
Apr 14, 2022
Alphabet Class A
16.64%
▲ 154.39%
1
Open
Apr 14, 2022
Vipshop
0.93%
▲ 90.85%
1
Open
Oct 01, 2021
Dollar Tree
0.6%
▲ 20.16%
1
Open
Sep 07, 2021
Aon
1.38%
▲ 39.76%
1
Open
Jul 28, 2021
Nvidia
11.04%
▲ 992.26%
1
Open
May 31, 2021
Nidec
―
▲ 106.88%
3
Close
Apr 27, 2021
Cohen & Steers
―
▲ 6.27%
4
Close
Apr 27, 2021
PayPal Holdings
0.26%
▼ 73.34%
1
Open
Mar 29, 2021
Lululemon Athletica
0.33%
▼ 38.03%
2
Buy
Mar 11, 2021
Dollar General
0.28%
▼ 39.43%
1
Open
Jan 29, 2021
Anheuser-Busch Inbev Sa
1.15%
▼ 5.91%
1
Open
Jan 15, 2021
Darling Ingredients
0.33%
▼ 35.20%
1
Open
Dec 28, 2020