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Current Holdings - New Portfolio

PerformancePortfolio Details

rmarlb1234@gmail.com

Current Holdings
Individual Investor
Ranked #94,929 out of 781,066 TipRanks' Investors
Success Rate
64%
125 out of 195
profitable transactions
Average Return
18.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.94%
6-Month Return▲ 4.87%
12-Month Return▲ 10.15%
YTD Return▲ 3.40%
Total Return▲ 28.64%

Best Trade

AssetUnum Group (UNM)
Opened at
Closed at-
Gain▲ 444.83%

Bio

This portfolio represents the entirety of my holdings.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.90%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.54%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.44%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.27%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.92%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.40%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.90%
▲ 8.13%▲ 1.21%▲ 1.54%
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 2.04%
▲ 10.00%▼ 0.89%▼ 1.44%
▲ 26.04%▲ 5.96%▲ 6.27%
▲ 5.93%▼ 2.41%▼ 5.92%
▲ 9.79%▲ 0.95%▲ 3.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DIS
Walt Disney
5.29%
▼ 11.52%
8
Buy
Aug 07, 2024
NVDA
Nvidia
5.23%
▲ 36.02%
2
Buy
Aug 07, 2024
UBER
Uber Technologies
4.09%
▲ 73.50%
6
Buy
Aug 05, 2024
GLW
Corning
2.84%
▲ 20.93%
2
Buy
Jul 30, 2024
ETN
Eaton
7.89%
▲ 18.80%
2
Buy
Jul 30, 2024
CRWD
CrowdStrike Holdings
5.43%
▲ 73.59%
2
Buy
Jul 19, 2024
CANOQ
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
SLB
Schlumberger
3.31%
▼ 2.70%
4
Buy
May 23, 2024
PXD
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
FLG
Flagstar Financial
1.61%
▼ 46.10%
3
Buy
Mar 26, 2024
PFE
Pfizer
2.5%
▼ 0.36%
2
Buy
Mar 12, 2024
PYPL
PayPal Holdings
6.98%
▼ 6.86%
7
Buy
Feb 08, 2024
ROK
Rockwell Automation
0%
▲ 11.42%
2
Sell
Feb 02, 2024
CVS
CVS Health
0%
▼ 29.09%
5
Sell
Jan 26, 2024
HUM
Humana
0%
▼ 31.10%
2
Sell
Jan 26, 2024
NKE
Nike
0%
▼ 28.14%
3
Sell
Dec 21, 2023
CLF
Cleveland-Cliffs
0%
▼ 45.53%
4
Sell
Dec 21, 2023
ORCL
Oracle
0%
▲ 57.63%
2
Sell
Dec 14, 2023
VZ
Verizon
7.07%
▲ 5.75%
4
Buy
Sep 18, 2023
AMD
Advanced Micro Devices
0%
▲ 35.40%
5
Sell
Jun 05, 2023