New Portfolio - New Portfolio

Sir Mon E. Bags

New Portfolio
Individual Investor
Ranked #45,086 out of 766,394 TipRanks' Investors
Success Rate
65%
66 out of 102
profitable transactions
Average Return
37.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.12%
6-Month Return▲ 22.83%
12-Month Return▲ 57.65%
YTD Return▲ 32.97%
Total Return▲ 4.86%

Best Trade

Opened at
Closed at-
Gain▲ 645.42%

Bio

dolla dolla billz // stack paper

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.49%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.35%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.92%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.29%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.00%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 4.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.49%
▲ 11.46%▲ 5.06%▲ 9.93%
▼ 2.25%▲ 3.53%▲ 0.35%
▲ 25.72%▲ 1.21%▲ 4.92%
▼ 4.22%▲ 2.34%▲ 0.47%
▲ 7.82%▲ 2.10%▲ 10.29%
▲ 6.02%▼ 0.89%▼ 1.00%
▲ 22.71%▲ 5.30%▲ 4.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TotalEnergies
2.18%
▲ 25.36%
3
Buy
Nov 01, 2024
Consolidated Water Co
1.77%
▲ 6.19%
2
Buy
Nov 01, 2024
Rio Tinto
1.92%
▲ 11.01%
3
Buy
Sep 07, 2024
Rocket Lab USA
5.89%
▲ 234.72%
5
Buy
Apr 13, 2024
Zoetis
1.52%
▲ 5.09%
1
Open
Mar 22, 2024
Barrick Gold
1.34%
▲ 14.93%
1
Open
Feb 02, 2024
Alibaba
1.6%
▲ 35.66%
1
Open
Feb 02, 2024
Ready Capital
▲ 7.13%
3
Close
Dec 26, 2023
Veralto Corporation
▲ 20.14%
3
Close
Dec 26, 2023
Clearway Energy
▲ 9.70%
4
Close
Dec 23, 2023
Archer Daniels Midland
1.17%
▼ 27.66%
2
Buy
Oct 28, 2023
Schwab US Dividend Equity ETF
2.57%
▲ 31.65%
3
Buy
Oct 28, 2023
Honeywell International
2.04%
▲ 25.24%
2
Buy
Oct 28, 2023
NextEra Energy
2.2%
▲ 19.87%
3
Buy
Sep 29, 2023
Medtronic
1.85%
▲ 8.90%
4
Buy
Sep 29, 2023
Brookfield Renewable
2.08%
▲ 6.75%
6
Buy
Sep 29, 2023
Broadmark Realty Capital
▼ 31.21%
8
Close
Jun 08, 2023
Maxar Technologies
▲ 116.96%
5
Close
May 21, 2023
Danaher
1.26%
▲ 16.60%
1
Open
Apr 28, 2023
Digital Realty
2.84%
▲ 71.83%
3
Buy
Apr 14, 2023