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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #103,984 out of 817,143 TipRanks' Investors
Success Rate
130 out of 202
profitable transactions
profitable transactions
Average Return
24.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.15%
6-Month Return▲ 12.08%
12-Month Return▲ 15.94%
YTD Return▲ 11.89%
Total Return▲ 38.59%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 0.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.34%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.44%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.58%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.87%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.03%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.49%
Aug 2025
▲ 3.94%
▲ 0.82%
▼ 0.66%
Sep 2025
▼ 12.86%▼ 1.27%▼ 0.46%
▼ 1.80%▼ 5.57%▼ 4.34%
▲ 1.84%▼ 0.87%▼ 1.44%
▲ 12.20%▲ 6.28%▲ 3.58%
▲ 6.24%▲ 5.14%▲ 5.87%
▲ 27.87%▲ 2.30%▲ 1.03%
▲ 4.87%▲ 2.05%▲ 3.49%
▲ 3.94%▲ 0.82%▼ 0.66%
Recent Activity
Pfizer
6.18%
▲ 6.26%
4
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
2.51%
▲ 17.11%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.17%
▲ 14.73%
1
Open
Mar 28, 2025
Snowflake
2.63%
▲ 50.38%
1
Open
Mar 28, 2025
Flagstar Financial
2.35%
▼ 11.08%
4
Buy
Jan 29, 2025
Verizon
9.23%
▲ 19.78%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
8.23%
▲ 79.41%
9
Sell
Jan 29, 2025
Target
0%
▼ 41.47%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 143.11%
7
Sell
Jan 29, 2025
Corning
0%
▲ 77.79%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 66.26%
3
Sell
Jan 29, 2025
Eaton
5.42%
▲ 21.11%
3
Sell
Jan 25, 2025
Walt Disney
5.99%
▼ 1.33%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
6.63%
▲ 108.14%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
2.77%
▼ 17.72%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
PayPal Holdings
5.3%
▼ 30.61%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 35.68%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 2.07%
5
Sell
Jan 26, 2024