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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #130,049 out of 795,368 TipRanks' Investors
Success Rate
117 out of 202
profitable transactions
profitable transactions
Average Return
9.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.09%
6-Month Return▼ 10.55%
12-Month Return▼ 1.67%
YTD Return▼ 7.00%
Total Return▲ 15.19%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.53%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.27%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.45%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.33%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 6.61%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.04%
▲ 10.00%▼ 0.89%▼ 1.53%
▲ 25.98%▲ 5.96%▲ 6.27%
▲ 5.34%▼ 2.41%▼ 6.25%
▲ 5.99%▲ 2.69%▲ 4.57%
▼ 12.86%▼ 1.27%▼ 0.45%
▼ 1.80%▼ 5.57%▼ 4.33%
▼ 13.55%▼ 6.22%▼ 6.61%
Recent Activity
Pfizer
6.41%
▼ 9.86%
4
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
2.4%
▼ 5.59%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.23%
▼ 4.70%
1
Open
Mar 28, 2025
Snowflake
1.98%
▼ 4.10%
1
Open
Mar 28, 2025
Flagstar Financial
2.36%
▼ 24.32%
4
Buy
Jan 29, 2025
Verizon
10.78%
▲ 16.79%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
7.49%
▲ 37.89%
9
Sell
Jan 29, 2025
Target
0%
▼ 42.00%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 82.77%
7
Sell
Jan 29, 2025
Corning
0%
▲ 5.57%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 6.26%
3
Sell
Jan 29, 2025
Eaton
4.95%
▼ 6.78%
3
Sell
Jan 25, 2025
Walt Disney
5.43%
▼ 24.40%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
6.9%
▲ 83.81%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
2.97%
▼ 26.38%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
PayPal Holdings
5.53%
▼ 38.56%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▼ 10.12%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 5.88%
5
Sell
Jan 26, 2024