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Fundamentally Sound Portfolio - New Portfolio
Trey
Fundamentally Sound PortfolioIndividual Investor
Ranked #29,710 out of 836,051 TipRanks' Investors
Success Rate
38 out of 53
profitable transactions
profitable transactions
Average Return
107.25%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.79%
6-Month Return▲ 16.91%
12-Month Return▲ 29.29%
YTD Return▲ 4.97%
Total Return▲ 146.96%
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%
▲ 9.25%
▲ 5.14%
▲ 5.18%
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
▼ 3.57%
▲ 0.19%
▲ 0.71%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.86%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 4.97%
Jan 2026
▲ 9.25%▲ 5.14%▲ 5.18%
▲ 7.60%▲ 2.30%▼ 0.45%
▲ 2.76%▲ 2.05%▲ 5.50%
▲ 12.88%▲ 3.56%▲ 4.25%
▲ 10.96%▲ 2.38%▲ 1.14%
▼ 3.57%▲ 0.19%▲ 0.71%
▼ 0.10%▲ 0.08%▲ 0.86%
▲ 1.08%▲ 1.11%▲ 4.97%
Recent Activity
Tesla
1.6%
▲ 32.20%
1
Open
Jul 18, 2025
Centene
1.72%
▲ 67.87%
1
Open
Jul 18, 2025
UnitedHealth
1.27%
▲ 24.32%
1
Open
Jul 18, 2025
Discover Financial Services
―
▲ 349.42%
2
Close
May 16, 2025
Capital One Financial
4.59%
▲ 30.41%
1
Open
May 16, 2025
Ebix
―
▼ 99.93%
2
Close
Aug 30, 2024
Activision Blizzard
―
▲ 6.92%
3
Close
Oct 12, 2023
Amazon
12.04%
▲ 82.24%
2
Buy
Apr 14, 2022
Alphabet Class A
15.91%
▲ 158.74%
1
Open
Apr 14, 2022
Vipshop
0.82%
▲ 78.31%
1
Open
Oct 01, 2021
Dollar Tree
0.68%
▲ 42.71%
1
Open
Sep 07, 2021
Aon
1.29%
▲ 38.99%
1
Open
Jul 28, 2021
Nvidia
10.86%
▲ 1,041.94%
1
Open
May 31, 2021
Nidec
―
▲ 106.88%
3
Close
Apr 27, 2021
Cohen & Steers
―
▲ 6.27%
4
Close
Apr 27, 2021
PayPal Holdings
0.23%
▼ 75.22%
1
Open
Mar 29, 2021
Lululemon Athletica
0.36%
▼ 28.61%
2
Buy
Mar 11, 2021
Dollar General
0.35%
▼ 20.00%
1
Open
Jan 29, 2021
Anheuser-Busch Inbev Sa
1.14%
▼ 1.12%
1
Open
Jan 15, 2021
Darling Ingredients
0.33%
▼ 32.19%
1
Open
Dec 28, 2020