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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #95,968 out of 813,941 TipRanks' Investors
Success Rate
132 out of 202
profitable transactions
profitable transactions
Average Return
24.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.07%
6-Month Return▲ 4.09%
12-Month Return▲ 12.41%
YTD Return▲ 11.11%
Total Return▲ 37.63%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 4.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.33%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.44%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.58%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.87%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 1.03%
Jul 2025
▲ 5.48%
▲ 1.80%
▲ 2.09%
Aug 2025
▲ 6.03%▲ 2.69%▲ 4.67%
▼ 12.86%▼ 1.27%▼ 0.46%
▼ 1.80%▼ 5.57%▼ 4.33%
▲ 1.84%▼ 0.87%▼ 1.44%
▲ 12.20%▲ 6.28%▲ 3.58%
▲ 6.24%▲ 5.14%▲ 5.87%
▲ 27.89%▲ 2.30%▲ 1.03%
▲ 5.48%▲ 1.80%▲ 2.09%
Recent Activity
Pfizer
6.41%
▲ 8.51%
4
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
2.53%
▲ 16.11%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.2%
▲ 13.49%
1
Open
Mar 28, 2025
Snowflake
2.34%
▲ 31.61%
1
Open
Mar 28, 2025
Flagstar Financial
2.21%
▼ 17.50%
4
Buy
Jan 29, 2025
Verizon
9.6%
▲ 22.74%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
8.29%
▲ 78.21%
9
Sell
Jan 29, 2025
Target
0%
▼ 32.87%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 142.14%
7
Sell
Jan 29, 2025
Corning
0%
▲ 60.79%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 79.80%
3
Sell
Jan 29, 2025
Eaton
5.56%
▲ 22.50%
3
Sell
Jan 25, 2025
Walt Disney
5.96%
▼ 3.23%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
6.71%
▲ 107.31%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
2.62%
▼ 24.03%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
PayPal Holdings
5.47%
▼ 29.46%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 34.96%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 2.20%
5
Sell
Jan 26, 2024