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Current Holdings
- New Portfolio
Performance
Portfolio Details
rmarlb1234@gmail.com
Current Holdings
Individual Investor
Ranked #78,643 out of 770,014 TipRanks' Investors
Success Rate
66%
128 out of 195
profitable transactions
Average Return
20.19%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 4.62%
6-Month Return
▲ 10.82%
12-Month Return
▲ 9.89%
YTD Return
▲ 6.16%
Total Return
▲ 32.26%
Best Trade
Asset
Unum Group (UNM)
Opened at
Jun 22, 2020
Closed at
-
Gain
▲ 453.77%
Bio
This portfolio represents the entirety of my holdings.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
31.73%
0
-31.73%
▼ 12.40%
▼ 4.03%
▼ 0.73%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.90%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.56%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.43%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 6.26%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 0.73%
▲ 11.46%
▲ 5.06%
▲ 2.18%
▼ 2.25%
▲ 3.53%
▼ 1.90%
▲ 25.72%
▲ 1.21%
▲ 1.56%
▼ 4.22%
▲ 2.34%
▲ 2.14%
▲ 7.82%
▲ 2.10%
▲ 2.04%
▲ 5.70%
▼ 0.89%
▼ 1.43%
▲ 31.73%
▲ 4.73%
▲ 6.26%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DIS
Walt Disney
5.61%
▼ 4.88%
8
Buy
Aug 07, 2024
NVDA
Nvidia
5.06%
▲ 34.34%
2
Buy
Aug 07, 2024
UBER
Uber Technologies
4.37%
▲ 89.16%
6
Buy
Aug 05, 2024
GLW
Corning
2.69%
▲ 17.10%
2
Buy
Jul 30, 2024
ETN
Eaton
8.41%
▲ 29.23%
2
Buy
Jul 30, 2024
CRWD
CrowdStrike Holdings
5.41%
▲ 76.84%
2
Buy
Jul 19, 2024
CANOQ
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
SLB
Schlumberger
3.26%
▼ 2.32%
4
Buy
May 23, 2024
PXD
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
FLG
Flagstar Financial
2.06%
▼ 29.95%
3
Buy
Mar 26, 2024
PFE
Pfizer
2.43%
▼ 0.85%
2
Buy
Mar 12, 2024
PYPL
PayPal Holdings
6.53%
▼ 10.96%
7
Buy
Feb 08, 2024
ROK
Rockwell Automation
0%
▲ 16.12%
2
Sell
Feb 02, 2024
CVS
CVS Health
0%
▼ 19.04%
5
Sell
Jan 26, 2024
HUM
Humana
0%
▼ 26.11%
2
Sell
Jan 26, 2024
NKE
Nike
0%
▼ 20.01%
3
Sell
Dec 21, 2023
CLF
Cleveland-Cliffs
0%
▼ 33.76%
4
Sell
Dec 21, 2023
ORCL
Oracle
0%
▲ 83.57%
2
Sell
Dec 14, 2023
VZ
Verizon
7.85%
▲ 16.04%
4
Buy
Sep 18, 2023
AMD
Advanced Micro Devices
0%
▲ 57.33%
5
Sell
Jun 05, 2023
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