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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #83,999 out of 788,370 TipRanks' Investors
Success Rate
129 out of 197
profitable transactions
profitable transactions
Average Return
18.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.14%
6-Month Return▲ 5.29%
12-Month Return▲ 11.93%
YTD Return▲ 3.54%
Total Return▲ 28.68%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.52%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.28%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.15%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.95%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.40%
Feb 2025
▲ 8.13%▲ 1.21%▲ 1.55%
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 2.04%
▲ 9.99%▼ 0.89%▼ 1.52%
▲ 26.03%▲ 5.96%▲ 6.28%
▲ 5.97%▼ 2.41%▼ 6.15%
▲ 5.25%▲ 2.69%▲ 3.95%
▼ 9.08%▲ 1.42%▼ 0.40%
Recent Activity
Flagstar Financial
2.6%
▼ 15.99%
4
Buy
Jan 29, 2025
Verizon
10.68%
▲ 14.52%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
8.62%
▲ 59.63%
9
Sell
Jan 29, 2025
Target
0%
▼ 22.25%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 103.26%
7
Sell
Jan 29, 2025
Corning
0%
▲ 24.94%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 32.78%
3
Sell
Jan 29, 2025
Eaton
5.4%
▲ 2.02%
3
Sell
Jan 25, 2025
Walt Disney
6.41%
▼ 10.16%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
7.38%
▲ 97.75%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
3.79%
▼ 5.57%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
Pfizer
2.98%
▲ 1.29%
2
Buy
Mar 12, 2024
PayPal Holdings
6.8%
▼ 23.97%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 15.28%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 13.37%
5
Sell
Jan 26, 2024
Humana
0%
▼ 37.62%
2
Sell
Jan 26, 2024
Nike
0%
▼ 22.40%
3
Sell
Dec 21, 2023
Cleveland-Cliffs
0%
▼ 39.80%
4
Sell
Dec 21, 2023