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Portfolio - New Portfolio

Sir Mon E. Bags

Portfolio
Individual Investor
Ranked #24,396 out of 821,666 TipRanks' Investors
Success Rate
68%
94 out of 138
profitable transactions
Average Return
78.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.78%
6-Month Return▲ 50.23%
12-Month Return▲ 35.64%
YTD Return▲ 27.58%
Total Return▲ 33.77%

Best Trade

Opened at
Closed at-
Gain▲ 1557.22%

Bio

dolla dolla billz // stack paper

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.23%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.76%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.88%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.63%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.32%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.34%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.85%
Sep 2025
▲ 4.95%
▲ 0.44%
▲ 3.88%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.23%
▲ 0.80%▼ 0.87%▲ 0.76%
▲ 11.63%▲ 6.28%▲ 5.88%
▲ 9.25%▲ 5.14%▲ 7.63%
▲ 7.60%▲ 2.30%▲ 4.32%
▲ 2.76%▲ 2.05%▲ 2.34%
▲ 12.88%▲ 3.56%▲ 4.85%
▲ 4.95%▲ 0.44%▲ 3.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
2.96%
▲ 16.50%
6
Buy
Sep 25, 2025
Primo Brands
1.96%
▲ 10.72%
3
Buy
Sep 17, 2025
Accenture
1.98%
▼ 7.39%
2
Buy
Aug 04, 2025
Alibaba
3.2%
▲ 121.99%
2
Buy
Jul 08, 2025
Blackstone Group
2.48%
▲ 72.39%
5
Buy
Apr 21, 2025
Zoetis
1.66%
▼ 6.56%
2
Buy
Apr 21, 2025
Xylem
1.71%
▲ 38.96%
1
Open
Apr 21, 2025
NextEra Energy
2.34%
▲ 31.95%
4
Buy
Apr 11, 2025
Brookfield Renewable
2.61%
▲ 40.60%
7
Buy
Apr 11, 2025
Applied Materials
3.07%
▲ 69.98%
5
Buy
Apr 11, 2025
Johnson Controls
2.5%
▲ 78.97%
3
Buy
Apr 11, 2025
Rio Tinto
2.29%
▲ 24.00%
5
Buy
Apr 11, 2025
Omnicom Group
1.79%
▼ 2.36%
3
Buy
Apr 11, 2025
Global-e Online
1.65%
▲ 26.02%
4
Buy
Mar 13, 2025
Digital Realty
2.02%
▲ 59.38%
4
Buy
Mar 13, 2025
nVent Electric
3.35%
▲ 149.85%
4
Buy
Mar 13, 2025
DuPont de Nemours
1.84%
▲ 31.43%
2
Buy
Feb 08, 2025
Danaher
1.69%
▼ 0.06%
3
Buy
Feb 08, 2025
Honeywell International
1.67%
▲ 13.02%
3
Buy
Feb 08, 2025
ArcelorMittal
▼ 5.90%
6
Close
Dec 21, 2024