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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #92,920 out of 798,773 TipRanks' Investors
Success Rate
127 out of 202
profitable transactions
profitable transactions
Average Return
15.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.54%
6-Month Return▼ 2.89%
12-Month Return▲ 3.97%
YTD Return▲ 0.84%
Total Return▲ 24.91%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.53%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.27%
Nov 2024
▲ 5.40%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.33%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 0.96%
Apr 2025
▼ 0.59%
▲ 1.90%
▲ 2.29%
May 2025
▲ 9.99%▼ 0.89%▼ 1.53%
▲ 25.97%▲ 5.96%▲ 6.27%
▲ 5.40%▼ 2.41%▼ 6.25%
▲ 6.01%▲ 2.69%▲ 4.53%
▼ 12.86%▼ 1.27%▼ 0.46%
▼ 1.80%▼ 5.57%▼ 4.33%
▲ 1.74%▼ 0.87%▼ 0.96%
▼ 0.59%▲ 1.90%▲ 2.29%
Recent Activity
Pfizer
6.09%
▼ 5.21%
4
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
2.37%
▲ 1.56%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.17%
▲ 0.71%
1
Open
Mar 28, 2025
Snowflake
2.2%
▲ 15.61%
1
Open
Mar 28, 2025
Flagstar Financial
2.37%
▼ 17.29%
4
Buy
Jan 29, 2025
Verizon
10.08%
▲ 18.67%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
7.49%
▲ 49.78%
9
Sell
Jan 29, 2025
Target
0%
▼ 39.69%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 113.36%
7
Sell
Jan 29, 2025
Corning
0%
▲ 10.01%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 15.22%
3
Sell
Jan 29, 2025
Eaton
5.21%
▲ 7.07%
3
Sell
Jan 25, 2025
Walt Disney
5.79%
▼ 12.41%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
6.9%
▲ 99.64%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
2.9%
▼ 21.83%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
PayPal Holdings
5.91%
▼ 28.72%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 15.12%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 7.67%
5
Sell
Jan 26, 2024