Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #76,208 out of 859,217 TipRanks' Investors
Success Rate
139 out of 202
profitable transactions
profitable transactions
Average Return
32.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.96%
6-Month Return▲ 4.34%
12-Month Return▲ 26.82%
YTD Return▲ 2.92%
Total Return▲ 46.46%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.80%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.54%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.94%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.67%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.18%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.22%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.90%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 3.47%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.80%
▲ 10.96%▲ 2.38%▲ 2.54%
▼ 3.68%▲ 0.19%▼ 1.94%
▼ 0.10%▲ 0.08%▲ 0.67%
▲ 4.06%▲ 1.47%▲ 1.18%
▼ 1.12%▼ 0.86%▲ 0.22%
▲ 0.60%▼ 4.94%▼ 1.90%
▲ 10.48%▲ 6.78%▲ 3.47%
Recent Activity
Pfizer
6.51%
▲ 21.40%
4
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
2.57%
▲ 26.41%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.16%
▲ 27.20%
1
Open
Mar 28, 2025
Snowflake
1.5%
▼ 10.06%
1
Open
Mar 28, 2025
Flagstar Financial
2.44%
▼ 2.71%
4
Buy
Jan 29, 2025
Verizon
9.24%
▲ 32.09%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
8.5%
▲ 95.43%
9
Sell
Jan 29, 2025
Target
0%
▼ 21.79%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 87.85%
7
Sell
Jan 29, 2025
Corning
0%
▲ 328.11%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 94.15%
3
Sell
Jan 29, 2025
Eaton
5.94%
▲ 40.08%
3
Sell
Jan 25, 2025
Walt Disney
4.93%
▼ 14.25%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
5.89%
▲ 93.76%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
3.8%
▲ 20.05%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
PayPal Holdings
3.54%
▼ 51.08%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 60.68%
2
Sell
Feb 02, 2024
CVS Health
0%
▲ 9.97%
5
Sell
Jan 26, 2024