Education
About Us
Working with TipRanks
Follow Us
Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #102,965 out of 808,802 TipRanks' Investors
Success Rate
129 out of 202
profitable transactions
profitable transactions
Average Return
23.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.58%
6-Month Return▲ 5.63%
12-Month Return▲ 10.29%
YTD Return▲ 9.22%
Total Return▲ 35.29%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
14.45%0-14.45%
▲ 5.10%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 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
▲ 14.45%
▲ 1.03%
▲ 1.39%
Jul 2025
▲ 5.10%▼ 2.41%▼ 6.25%
▲ 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%
▲ 14.45%▲ 1.03%▲ 1.39%
Recent Activity
Pfizer
6.19%
▲ 4.58%
4
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
2.44%
▲ 13.36%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.12%
▲ 10.36%
1
Open
Mar 28, 2025
Snowflake
2.46%
▲ 40.46%
1
Open
Mar 28, 2025
Flagstar Financial
2.07%
▼ 21.57%
4
Buy
Jan 29, 2025
Verizon
8.73%
▲ 13.23%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
7.95%
▲ 73.27%
9
Sell
Jan 29, 2025
Target
0%
▼ 34.41%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 133.17%
7
Sell
Jan 29, 2025
Corning
0%
▲ 33.01%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 70.90%
3
Sell
Jan 29, 2025
Eaton
5.9%
▲ 31.55%
3
Sell
Jan 25, 2025
Walt Disney
6.16%
▲ 1.47%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
7.29%
▲ 128.45%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
2.69%
▼ 20.90%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
PayPal Holdings
5.73%
▼ 25.07%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 39.80%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 12.73%
5
Sell
Jan 26, 2024