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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #90,077 out of 833,817 TipRanks' Investors
Success Rate
135 out of 202
profitable transactions
profitable transactions
Average Return
30.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.05%
6-Month Return▲ 7.92%
12-Month Return▲ 15.19%
YTD Return▲ 15.75%
Total Return▲ 43.36%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.58%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.83%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.03%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.49%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.80%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.54%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.76%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 1.23%
Dec 2025
▲ 11.63%▲ 6.28%▲ 3.58%
▲ 9.25%▲ 5.14%▲ 5.83%
▲ 7.60%▲ 2.30%▲ 1.03%
▲ 2.76%▲ 2.05%▲ 3.49%
▲ 12.88%▲ 3.56%▲ 0.80%
▲ 10.96%▲ 2.38%▲ 2.54%
▼ 3.57%▲ 0.19%▼ 1.76%
▲ 1.45%▲ 1.32%▲ 1.23%
Recent Activity
Pfizer
6%
▲ 10.24%
4
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
2.54%
▲ 25.33%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.19%
▲ 24.54%
1
Open
Mar 28, 2025
Snowflake
2.45%
▲ 47.33%
1
Open
Mar 28, 2025
Flagstar Financial
2.23%
▼ 11.22%
4
Buy
Jan 29, 2025
Verizon
8.17%
▲ 13.41%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
8.43%
▲ 93.27%
9
Sell
Jan 29, 2025
Target
0%
▼ 37.47%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 109.08%
7
Sell
Jan 29, 2025
Corning
0%
▲ 121.69%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 86.34%
3
Sell
Jan 29, 2025
Eaton
4.77%
▲ 12.47%
3
Sell
Jan 25, 2025
Walt Disney
5.48%
▼ 4.31%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
7.03%
▲ 131.99%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
2.8%
▼ 11.99%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
PayPal Holdings
4.43%
▼ 38.95%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 56.77%
2
Sell
Feb 02, 2024
CVS Health
0%
▲ 11.18%
5
Sell
Jan 26, 2024