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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #84,946 out of 804,570 TipRanks' Investors
Success Rate
131 out of 202
profitable transactions
profitable transactions
Average Return
19.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.06%
6-Month Return▲ 4.88%
12-Month Return▲ 9.49%
YTD Return▲ 4.75%
Total Return▲ 29.75%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.27%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.33%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.18%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.58%
May 2025
▲ 4.35%
▲ 1.13%
▲ 2.82%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.27%
▲ 5.10%▼ 2.41%▼ 6.25%
▲ 6.03%▲ 2.69%▲ 4.53%
▼ 12.86%▼ 1.27%▼ 0.46%
▼ 1.80%▼ 5.57%▼ 4.33%
▲ 1.83%▼ 0.87%▼ 1.18%
▲ 12.21%▲ 6.28%▲ 3.58%
▲ 4.35%▲ 1.13%▲ 2.82%
Recent Activity
Pfizer
6.23%
▲ 1.98%
4
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
2.38%
▲ 7.27%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.11%
▲ 5.34%
1
Open
Mar 28, 2025
Snowflake
2.54%
▲ 40.74%
1
Open
Mar 28, 2025
Flagstar Financial
2.18%
▼ 20.19%
4
Buy
Jan 29, 2025
Verizon
9.18%
▲ 13.47%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
7.7%
▲ 61.62%
9
Sell
Jan 29, 2025
Target
0%
▼ 39.54%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 115.86%
7
Sell
Jan 29, 2025
Corning
0%
▲ 23.74%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 42.10%
3
Sell
Jan 29, 2025
Eaton
5.3%
▲ 14.45%
3
Sell
Jan 25, 2025
Walt Disney
6.12%
▼ 2.75%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
7.62%
▲ 131.60%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
2.87%
▼ 18.23%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
PayPal Holdings
5.61%
▼ 28.94%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 26.04%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 8.22%
5
Sell
Jan 26, 2024